FX and Equity Recommendations for a Top EU Bank
Client
The client is a multinational investment bank headquartered in the EU, offering foreign exchange, equity trading, and structured products to institutional clients across Europe and North America.
Project Context
The bank aims to provide value-added services to its sales and trading customers by offering better trade recommendations and increasing trading business.
Challenges
S&T Bankers had difficulty identifying possible FX and Equity trades due to the large volume of transactions.
Solution
Created a data lake with all client-related data including transactions, meeting notes, and investment goals. Built an FX recommendation engine using DTW clustering, cross-correlation, and PageRank. Developed an equity recommendation engine using the RFM model.
Project Objectives
Design and develop recommendations for trading foreign exchange and equity transactions. Decrease time spent by S&T Bankers on research. Increase revenue from trading.
Solution Delivery
Recommendations were generated nightly and delivered via Tableau dashboards and email, helping S&T Bankers identify trade opportunities efficiently.
Testimonial
SquareShift’s recommendation engine has improved our trading efficiency and freed up time for strategic analysis
