global financial trade order submission & execution

users: financial advisor assistants

problem: identified need to streamline ticket forms for faster trade submissions across 3 existing global trade platforms

goal: increase trade detail accuracy and speed to submission through 1 unified system

financial trader outcome: enter required ticket fields with speed (tab through)

asset management system engineer outcome: build 30+ global trade ticket submission types

lesson learned: 

  • sometimes businesses with an excess of regulations aren't able to be as agile, and have trouble understanding lean concepts