Explore Crisil, a company of S&P GlobalFormerly known as Global Research & Risk Solutions
September 03, 2025
Case study
Case study
E2E structured product customisation and RFQ platform developed for a top US bank leading to 50% increase in profitability of SP business
September 03, 2025
Case study
Case study
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Background
- To develop a strategic platform for clients, enabling them to generate quotes online for derivative products and place orders, so that RFQ and trade processes are automated through a web interface
- To help achieve scale, integrating pricing with risk management systems, leveraging automation for faster pricing and managing lifecycle
Crisil solution
Customer
Automated the end-to-end RFQ portal workflow for structured products portal where the end-customer could:
- Login and select a product from the list
- Customise the structure and request a quote
- Receive a tradable quote within a few seconds
- Place an order at the price quoted and get all documents online instantaneously
Bank
End to end automation - from pre-trade to trade capture
- Reducing manual intervention
- Reporting dashboard
- Integration of machine learning tool for pricing stochastic volatility and volatility fitment
Client Impact
- Extended reach to its clientele
- Reduced time and effort in product sales by 45%
- Increased revenues and profitability by 35% and 50% respectively
- Overall, a single multipronged solution to address all client requirements
- Integration of bank’s email pricer for structured products quotes, thereby removing manual intervention
