Process Improvement in Fintech
Overview
Improving Workflows: No stone left unturned
I spent a number of years, part time, after the sale of Parrish Blake working with it's acquirers Waverton Investment Management.
As a independent software consultant, I got to see and work with all aspects of the business, below describes some of the varied projects I worked on.
My contribution
C# Software Development Data Analysis SQL Business Analysis
The team
Independent
Year
2018 - Present
Process
Cash Management
I had the opportunity to manage the design and implementation of a new Cash Management system. This system improved efficiency and has already processed over £500M in withdrawals since its inception, demonstrating its success and impact.
Foreign Exchange
I also led the design and implementation of Foreign Exchange trading functionality, which included building workflow, User Interface (UI), and Application Programming Interface (API) to handle Spot FX and Forward calls to third-party applications. This functionality has allowed for seamless foreign exchange trading, benefiting the organization and its clients.
Data Analytics
In addition, I provided dashboards for complex data analytics using SQL stored procedures/queries. These dashboards improved decision-making by identifying 'slow' brokers through the Best Execution dashboard, helping to minimize client trading costs.
Business Analysis and Regulatory Change
Lastly, I worked with the internal Change Management team to advise and implement software enhancements across business areas such as Portfolio Management, Dealing, Compliance, Data Engineering, and Cash Management.