Trading 2.0
Trading 2.0 is a tool that allows users to review assets and run a “hypo” or hypothetical trade to view the predicted results with compliance tests.
Data transmission hub
Previously, setting up a data transmission connection was done through emailing various forms from the bank employees to clients. I created a digital portal for clients to access their forms as well as digital forms to simplify the process. With the launch of the data transmission hub, the customer drop off went from 40% to 0% and the process went from taking 4+ weeks to 2 weeks to match industry standards.