Our Services
Canterbury Business Solutions is a specialized consulting firm dedicated to improving operational efficiency and accuracy while reducing trade processing costs in the listed derivatives industry. Our goal is to assist Futures Commissions Merchants, Broker Dealers, Hedge Funds and other financial firms dealing with issues around legacy systems and processes and the requirement to keep current with evolving industry changes.
Canterbury provides resources for projects and processes from design of specific functions to full project management.
Our firm’s management, business analysts and IT consultants offer customers a full range of services and solutions based on decades of industry experience. This experience includes building, merging and growing both business operations and a technology savvy infrastructure.
- Full business process outsourcing of select utility/operations functions
- Support for the design and re-engineering of legacy processes
- Assistance to new product rollout and OTC product deployment
- Staff augmentation with experienced professionals
- Project management with a disciplined methodology that incorporates resource planning and ongoing support for existing businesses
- Systems migration or consolidation, from development to UAT and deployment
- Resolution of backlogs of failed transactions and aged receivables/payables
- Specific solutions and expertise in complex brokerage and fees matching and reconciliation that reduce fails, costs and write offs
Canterbury provides multi-disciplinary expertise in product and industry processes
Canterbury designs listed derivatives business processes using a cross-functional methodology with resources who understand the dependencies between operations and technology systems. Our project management approach improves process efficiency while reducing the costs of trade processing.
Product and industry knowledge of all aspects of listed derivatives clearing
- Trade execution applications
- Client onboarding
- Customer service & support
- New product and account setup
- Clearing and settlement
- Margining
- Risk Control
- Deliveries, Options processing
- Brokerage Fee processing
- Reconciliation and Balancing
- Client statements and billing
- Accounting
- Books & Records systems
- Treasury management
- Audit and Compliance
- Regulatory Reporting
- General ledger balancing
- MIS reporting
Multi-disciplinary expertise enables us to design integrated solutions
- Business management
- Operations
- Technology (Applications)
- Finance and Accounting
- Risk Management
- Systems (Data center & networking)
- IT Security
- Treasury (cash & collateral management)
- Audit & Regulatory Compliance