Distributing Real Time Credit Desk Commentary to Clients of a Major Broker Dealer


Business Challenge

A major broker dealer requested a means to offer published credit desk analyst commentary so that consumers could get a real-time perspective of market events. One particular challenge was to horizontally integrate the proposed portal with the firm’s current equities research portal while keeping the two as distinct as possible.

Solution

Workflows for both equities and credit desk commentary were identified and remapped to adapt to the complexities of an integrated, yet separate system. Kohesiv was responsible for identifying requirements, creating the design, setting up the infrastructure, developing and deploying the portal, as well as testing, monitoring, and maintenance.

Results

The resulting portal provides seamless integration with the equities research portal. Desk analyst, industry, and issuer pages provide rich context on desk commentary. Consumers can easily scroll through the most recent commentary or navigate in seconds to the information they require.

Contact Information

To learn more, please contact us at info@kohesiv.com.