Since November 2007, the Markets in Financial Instruments Directive (Mifid) has required all private banks to secure best execution for clients thus creating the demand for open architecture and Multi-issuer platforms.

Additionally an increasing trend are significantly increased volumes with lower notional sizes amongst High Net Wealth (HNW) and Core Affluent (CA) clientele placing strains on existing Private banking infrastructure and manual processes which need to price, execute & monitor and manage key trade life cycle events , performance , hit/quote ratios and provide value-added client services.

AG Delta’s services cater for assisting Private banks design, build and enhance our clients E-Commerce solutions which can offer pricing from multiple providers, valuation, risk and product information Pre-post trade. This includes services to:

• Design and build E-Commerce solutions to support an open architecture Private Banking Business Platform.
• Develop/deploy key client value-added pre-post trade services including customised product training information , term sheets, price & risk information, trade life-cycle management & targeted product marketing based on key trade trigger events, performance and client activity metrics.
• Develop/deploy web-based transactional and Request for Quotation (RFQ) distribution channels to end clients and investment bank Structures Products Providers.