FinTech Company utilized existing framework of Collateral Management through Trade Portfolio to
have View of the
Sourced and Used Securities but the Firm was not able to manage the Margins accurately for Prime
Services. Firm required
state of the art Artificial Intelligence to automate the Collateral Management and Optimize AFS
portfolio through NLP automation.
Ezapp provided the AI automation solution to the Client by forecasting of Sales and Bid Pricing of the
NLP Automation service allowed Trader to give NLP instructions to obtain the View on Collateral and
System will generate
Real-Time View of the Securities with Encumberance and Re-hypothecation. Solution delivered was full
automation of the
Collateral Mangement workflow from Inventory Management, Lending Securities, Pricing Securities and
Allocation service for
Ezapp Solution provided the Dashboard for Client to manage different Categories of Securities and
its Collateral in most
effective manner.Machine Learning models deployed enhanced Client's probability to increase sales
and automate the Prime
Brokerage Business workflow.
- Optimize the Sales Revenue by increasing Securities Sales leveraging Re-Inforcement Learning
- Optimized the Allocation Engine and peformed automation of the Asset Liability Model for Balance
- Automated Sec Lending Workflows by deploying AI BoT services for Straight-through-Processing.
- Classified different Grade Securities for AFS and HTM based on Machine Learning Models to
optimize the Profitability.
- Delivered the automated Reports for Business Operations through NLP commands.