Case Study: NatWest Markets improves real-time axe distribution with ipushpull

NatWest Markets digitises sharing of trade axes in real-time with buy-side

NatWest Markets, an investment bank, faced challenges with distributing stale and hard-to-access "axe" data (inventory data) to its clients. Their traditional methods, like email and manual connectivity projects, were inefficient and led to missed trading opportunities. They partnered with ipushpull to leverage its data capture and delivery platform, integrated with Symphony chat, to transform this process.

The ipushpull solution automated the real-time capture and distribution of this critical data directly into client chat sessions and Excel spreadsheets. This allowed salespeople to send tailored, live data on demand with a few clicks. The results were significant time savings for the sales team, accurate real-time data for clients that could feed into their order management systems, and a marked reduction in missed trades. ipushpull enabled NatWest Markets to expand this automated data distribution service across multiple asset classes.

NatWest Markets

Matthew Harvey

Head of Cross Product Sales & Development