Structured Products Awards for Excellence 2017 – Best Multi-dealer Platform


Mark Muñoz
Managing Director, Contineo

Encouraging clients to increase equity exposure is no easy feat, and any tool that can help provide insights into what could prove to be just a small window of opportunity to capitalise on investor demand—especially when macroeconomic or geopolitical risks arise—is a welcome addition.

This year, Contineo stands out for being a multi-dealer that is not only focused on capturing volumes, but also for delivering real added value across multiple fronts to equip private banks to better serve clients.

“In functionalities, we have added the ability to amend orders—previously an arduous task for banks to perform manually,” says Mark Muñoz, managing director at Contineo.

“We have also expanded our capabilities in life cycle management and data analytics, in which we have been able to significantly improve private banks’ compliance processes and enhance the quality of the communication between relationship managers and dealers.”

In the age of ‘big data’, Contineo understands the true value of understanding clients—both qualitatively and quantitatively—arming wealth managers with a full suite of data analytics tools, providing insights that may otherwise remain obscured. Sell-side users are also able to leverage these tools to analyse their competitiveness across pricing, response time, underlying coverage and other areas to review how to further add value to their buy-side clients.

“The usage of this data is still in its infancy, and we expect to discover more new ways to add value,” Muñoz adds.

In addition to amending order, Contineo is also seeking to expand its product coverage with the addition of bonus-enhanced notes by the year’s end. And the proof is in the pudding. The multi-dealer platform has doubled both the number of issuers and private banks on its network.

Technological disruption of the financial sector is an irreversible trend. Wealth managers that are able to adopt appropriate solutions stand to not only improve efficiency and scalability but make use of empirical evidence to draw new insights and empower relationship managers with a better understanding of their clients.

Contineo continues to do just that, evolving its platform with new features that solve real problems, even at the granular level, reflecting a truly client-centric solution provider. In 2017, the industry voted for Contineo as the Best Multi-Dealer Platform for the second consecutive year.