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Solution Offerings

Swaps & Structured Products: Simplify Risk & Optimize Pricing

Trading desks rely on spreadsheets to manage risk in swaps, notes, and structured products. We bring real-time intelligence to your pricing and risk workflows.

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Pricing Exotic Risk in Excel is a Problem


Sell-side desks rely on patchwork spreadsheets, tribal knowledge, and legacy tools to manage complex products — from vanilla interest rate swaps to custom notes and hybrid structures. Pricing is slow, risk visibility is patchy, and nothing integrates well with internal systems.


Where Desks are Bottlenecked

  • Traders reprice deals manually with inconsistent logic across desks

  • Structuring teams duplicate payoff models across tools and can’t reuse logic

  • Risk is calculated in delayed overnight runs or on disconnected platforms

  • CRM and front-office quoting tools don’t tie directly into pricing and risk logic

  • Desks struggle to scale custom product volume without adding headcount


Our Solution


We deliver an AI-powered pricing and risk layer that streamlines how sell-side teams quote, structure, and monitor risk across swaps, notes, and bespoke derivatives with outputs ready for execution, client delivery, or internal compliance.


Solution Components:

  • Product Ingestion Engine – Parses existing payoff libraries, Excel tools, and pricing templates

  • Payoff Logic Translator – Converts payoff structures into normalized code blocks for reuse

  • Pre-Trade Risk Engine – Real-time Greeks, scenarios, and hedging profiles per structure

  • Client Quote Generator – Instantly packages pricing + risk into client-ready outputs (PDF, feed, email)

  • Delivery Format – Structured data for CRM sync, internal dashboards, trade booking systems, or GenAI assistants


Common Use Cases


  • Ingest structured note template and automatically generate pricing variations by maturity or payoff

  • Calculate and update risk across 100+ live trades with instant PnL and hedge breakdown

  • Use AI agents to identify risk concentration across structured product books

  • Deliver consistent quote logic to sales in real time, instead of waiting on desk coverage


Business Outcomes


  • Reduce deal pricing time from 45 minutes to under 5

  • Enable full traceability of risk logic for compliance and audit

  • Increase structured product throughput by 4x without growing headcount

  • Deliver quote transparency and consistency across desks, even during volatility

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