Sales to Trader Workflows in the Total Return Swaps (TRS) market have been a traditional process for years, but they can be complex and time-consuming. These processes can lead to a drag on operational efficiency, making them a weak link in a financial institution’s compliance efforts. The good news is that the digitalization of Sales to Trader workflows is possible, and the Wematch Sales to Trader module for TRS enables a seamless, digital workflow and communication process.

Our Sales to Trader module for TRS is a cloud-based digital platform that integrates trade data and processes to provide clients, sales teams, and traders with a common, real-time view of end-to-end TRS trades. This module accelerates trading activities while reducing operational and compliance risks. The Sales to Trader module digitizes TRS workflow and communications, empowering users and unlocking unprecedented efficiencies.

The Wematch Sales to Trader module enables clients, sales teams, and traders to be unified on a single, auditable communications channel. Sales teams and traders can import all TRS trades onto the Wematch platform for optimization through a single global view of all relevant activity. The module includes a 1-click tool for sales teams to create RFQs on behalf of clients and send them to dedicated traders. Additionally, sales teams can monitor ongoing progress in trading activity related to their scope and actively manage clients’ trade lifecycle workflow.

One of the most significant benefits of our Sales to Trader module is the ability to enable access to a single source of real-time and historic trading data to optimize workflow and communications internally and with clients. Fewer points of contact are required within a bank when communicating around a trade, leading to increased efficiency. The sales team is also able to be actively involved with any TRS trade lifecycle event and act on behalf of clients. With the RFQ tool, sales professionals can find the best trading opportunities for clients and route liquidity into the bank, resulting in seamless price discovery.

The Wematch platform creates a full audit trail with complete logs of deals and events, reducing the risk of errors. The platform brings all TRS workflows together in a single place for simplified lifecycle event management and trade optimization. Sales are empowered with real-time data and associated analytics insights, providing deeper data insights.

Getting connected to Wematch is simple, as it is delivered as web-based SaaS technology that connects to the TRS ecosystem through live APIs. With the Wematch Sales to Trader module, Sales to Trader workflows are simplified, leading to increased efficiency, reduced risk, and optimized trades.

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