An Asset Manager wanted to improve their FX processes, simplify order management flows and improve their execution capabilities. They decided to go to Request For Proposal (RFP).

Liqueo was able to work closely with the FX Traders and document the Business Requirements, which in turn were used as the basis for an RFP with four FX providers. A successful RFP process enabled them to identify and implement a best-fit Vendor in a short space of time.

Liqueo constructed a methodical requirement driven approach to the RFP and formulated a matrix to evaluate each vendor. Once a vendor was chosen, the consultants then oversaw implementation of the solution to achieve the desired outcome. The new process and EMS Vendor saved the client time and helped them to achieve best execution.