Sales and Trading

CRISIL's unique combination of domain knowledge and technical expertise helps financial institutions improve front office efficiency, interoperability and compliance across the trading lifecycle. Our leading-edge capabilities support front office functions across products, asset classes and systems, including trading desk support, structuring, pricing & valuation, sales and marketing.

 

As banks focus on automation, CRISIL's understanding of asset classes, derivative products, front office technologies and sales and trading platforms helps banks create new efficiencies, achieve regulatory compliance, and meet constantly evolving needs.


Solution Components

Structuring and Pricing

  • Background research and idea generation
  • Product back-testing, forward stress testing, and scenario analysis
  • Special purpose vehicles including fund umbrella
  • Product pricing and features optimization
  • Maintenance of proprietary strategies and indices
  • Strategic application development, maintenance, and enhancement

Trade Operations

  • End-to-end trade lifecycle management
  • Compliance, control, and reporting
  • Reference data management
  • Analytics and smart automation

Trading and Quant

  • Trading and valuation support
  • Pricing model development and validation
  • Development and maintenance of prices and tools
  • Model and trade migration

Sales and Marketing

  • New client acquisition
  • Post-deal capture stage
  • Collateral and presentations management
  • Competitor analysis
  • Product analysis
  • Web analytics
  • Application development and maintenance

 


CRISIL EDGE

 

 

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Looking for high-end research and risk services? Reach out to us at:

 

United States
1-855-595-2100/
+1 646 292 3520

 

United Kingdom
+44 (0) 870 333 6336

India
+91 22 33 42 3000 /
+91 22 61 72 3000