Case Study: Cathay United Bank enhances TMU sales efficiency and regulatory reporting with Numerix Treasurer

Cathay United Bank streamlines TMU reporting across 100+ branches with NumeriX

Numerix worked with Cathay United Bank to enhance its Treasury Marketing Unit (TMU) sales platform. The bank sought to differentiate its customer service, improve operational efficiency, and meet rigorous regulatory reporting requirements. The challenge involved streamlining sales administrative tasks and providing more proactive, data-driven strategies to clients.

The solution was the implementation of Numerix Treasurer. This platform automatically generates mark-to-market and Greeks from trade details, enables sales teams to perform rapid scenario analysis and provide customized suggestions, and facilitates detailed reporting sorted by customer, product, and currency. As a result, Cathay United Bank enhanced client satisfaction, reinforced customer loyalty, and gained a sophisticated mechanism for regulatory compliance and derivatives warehousing. Numerix helped the bank position itself as a market leader with a stronger, more integrated sales platform.

Cathay United Bank