Designing the Next Era of Trade Portal Designing the Next Era of Trade Portal

Designing the Next Era of Trade Portal

Empowering real-time trade management and enhancing operational efficiency with Hexaware's Appian automation solution


A prominent financial institution with a rich legacy spanning several decades that operates at the forefront of global investment management and asset servicing. With a commitment to excellence and innovation, the institution offers a suite of financial solutions tailored to meet the diverse needs of institutional investors worldwide.

Business Challenge

The trade instruction portal, a white-labeled vended solution, serves clients across various channels via the Institutional Investor Passport and Treasury Passport. It offers enhanced analytics and dashboards for clients managing short-term money market portfolios. Since investable funds have different Net Asset Value (NAV) strikes at different times, trades are sent and confirmed throughout the day. Therefore, real-time monitoring of trade statuses via the dashboard plays a crucial role in users’ day-to-day activities.

The trade instruction portal faced significant challenges due to manual processes and fragmented tech stacks. With cumbersome validation and normalization methods, coupled with operational inefficiencies, the institution encountered obstacles in maintaining seamless trade monitoring and confirmation processes throughout the day.

  • Manual Processes: The institution’s liquidity management processes relied heavily on manual validation, normalization, and cash settlement, leading to inefficiencies and increased risk of errors.
  • Fragmented Tech Stacks: The use of fragmented tech stacks hindered seamless communication between different systems, requiring manual intervention to reconcile data discrepancies.
  • Operational Inefficiencies: The lack of scalability in the operations and servicing model resulted in approximately USD 350k in losses annually due to operational ineffectiveness.


Hexaware introduced a comprehensive solution leveraging Appian’s automation capabilities. By revamping the trade interface and integrating real-time monitoring features, the trade instruction portal underwent a digital transformation. The solution encompassed:

Automation of Processes

  • Hexaware leveraged Appian’s automation capabilities to streamline key processes, including validation, normalization, notifications, and SLA monitoring.
  • This automation reduced manual intervention, minimized errors, and enhanced operational efficiency.

Client Input Interface Enhancement

  • Hexaware revamped the client input interface using Appian, replacing traditional methods like emails and faxes with a sleek, efficient, and user-friendly interface.
  • The new interface facilitated smoother client communication and input.

Real-time Monitoring and Notification

  • Appian enabled real-time monitoring of trade statuses, allowing prompt notifications in case of any SLA breaches or issues.
  • This proactive monitoring ensured operational continuity and minimized potential delays or problems.

End-to-End Process Integration

  • Hexaware integrated various stages of the liquidity management process seamlessly within the Appian platform, eliminating silos and improving data accuracy and consistency.

Scalability and Adaptability

  • Appian’s scalability and adaptability allowed Hexaware to future-proof the solution, accommodating changes and updates as the institution’s needs evolve.


The adoption of Appian resulted in substantial benefits for the institution. Notably, significant cost savings were realized, legacy tools were decommissioned, and global process alignment was achieved. Real-time monitoring capabilities facilitated prompt notifications, while security enhancements ensured data protection. Improved visibility and efficient maintenance further solidified the institution’s position for future growth and innovation. The benefits included:

  • Cost Savings: Uncovered approximately USD 8 million in duplication since the beginning of 2021, achieving significant cost savings.
  • Legacy Tool Decommissioning: Decommissioned legacy workflow tools to clear the path for a more streamlined future.
  • Global Process Alignment: Alignment of a singular global process across different regions simplified operations and enhanced collaboration.
  • Real-time Monitoring: Enabled real-time monitoring of trade statuses, ensuring prompt notifications in case of any SLA breaches and maintaining smooth operations.
  • Security Enhancement: Improved security through SAML SSO-based two-factor authentication, safeguarding sensitive financial data.
  • Improved Visibility: Enhanced visibility into application and infrastructure performance, enabling proactive identification and resolution of issues.
  • Efficient Maintenance: Maintenance of code became easier with minimal transition time, allowing for faster deployments and updates.


The trade instruction portal underwent a comprehensive digital transformation to confront the hurdles stemming from manual processes and fragmented technology infrastructure. With Hexaware’s expertise and the implementation of Appian automation, the institution successfully streamlined its operations, empowering real-time trade monitoring and confirmation. This extensive overhaul yielded notable advantages, including significant cost savings, fortified security measures, and heightened visibility into trade processes. As a result, the institution stands poised for sustained success and innovation within the ever-evolving landscape of the financial industry.

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