The bottleneck
An OTC trading desk was running high-value flow through manual processes — quoting, onboarding, compliance checks, and client follow-up all lived in inboxes and spreadsheets, capping how much volume the team could handle.
What we deployed
A full transformation of the desk's operating layer: automated the quoting and onboarding workflows, structured compliance checks into the pipeline instead of around it, and put client follow-up on rails so no counterparty went cold.
The outcome
The desk handled more flow with the same team — faster quotes, cleaner onboarding, and a compliance trail that was built into the process rather than reconstructed after the fact.
The specific numbers from this engagement are being verified against the source and will be published once confirmed.