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FX Sales desk tools

What the FX desk works with daily

The same solution that serves your business clients also serves the people selling to them. Trading on behalf, margin management and front-office analytics, in one place, with phone and online trades reconciled.

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For your bank users

Tooling for the desk and the RM

The desk and the RM get their own tooling

The same solution serves your FX Sales desk and relationship managers, not only your clients.

  • FX front-office analytics: behavioural analysis, client categorization and automatically generated topics for the next client conversation, powered by Client Pulse on FX data.
  • FX margin management: create and manage price tiers, with client hit ratio reports and suggestions for tier adjustments.
  • FX trading on behalf: enter trades for clients that call the desk, adjust margins, and see clear client trading behaviour analytics, with phone and online trades reconciled in one place.
01

Trading on behalf

Client information sits in separate systems, so limits, open trades and authorized users are not visible in one place when a client calls.

Sales executes for the client with limits, open trades and authorized users on one screen during the call.

Working out the right margin mid-call costs time and risks a misquote.

The margin, any adjustment to it and its economic value all sit inside the same execution flow.

Sales and the client can walk away with different pictures of what was traded.

Trades book into the same system as every other client trade, giving both sides one record.

02

Margin management

Pricing changes are slow to implement, leaving clients in the wrong tier longer than intended.

Build new margin tiers and move clients between them without a project.

Without a complete margin view and its history, judging whether pricing is still right is guesswork.

See the margin per company across all tenors, in pips or percentages, with the full change history.

Pricing cannot flex by instrument, company or trade size, so every exception is manual.

Set rules by instrument, company or trade size so pricing adjusts on its own.

Trading behaviour signals go unused, so tier changes come late or never.

Hit ratio, volumes and client behaviour feed tier suggestions, so the desk knows when to move a client.

Cross-border payment FX conversions carry one price for everyone.

The same margin logic extends into cross-border payments, priced per client or client group.

The desk screen

One screen while the client is on the line

Trading on behalfMargin management Live rates Desk view DK
Client on the line
Available limitEUR 4.2m
Open trades17
Authorized users4
Hit ratio72%
Quote in progressStreaming

EUR / USD, all-in

1.0842Holds 11s

Margin applied4.5 pips
Economic valueEUR 1,120
Tier suggestionNew

Tier 3Tier 2

Volume up 38% over three months, hit ratio holding above target.

Apply suggestion
Trades this sessionPhone and online, one book
ClientPairChannelMarginStatus
Client AEUR/USDPhone4.5 pipsBooked
Client BGBP/EUROnline3.0 pipsBooked
Client CUSD/SEKPhone6.0 pipsPending
Illustrative desk screenTrading on behalf and margin management on one screen, in your bank's own branding.

See the desk tooling on your own flow

Bring a typical client call and a margin tier discussion. We will walk both through trading on behalf and margin management in one session.