case study

Cathay United Bank Case Study

Designed specifically for TMUs, Numerix Treasurer helps Cathay United Bank differentiate its Customer Service and enhance overall operational efficiency while providing comprehensive, accurate and timely regulatory reporting.

By simply booking trade details the platform automatically generates MTM and Greeks.

Cathay United Bank Collaborates with Numerix to Enhance its TMU Sales Platform

“Our objectives are to streamline sales’ administrative services and provide proactive strategies for our customers. We believe this progress will continue to help expand our market share in Taiwan and other regions,” said Tony Kao, Senior Vice President of Financial Marketing Department of Cathay United Bank.

To increase client satisfaction and reinforce their loyalty, sales also endeavors to provide more professional services. With the application of Numerix Treasurer, sales can conduct scenario analysis for their clients from the portfolio view and provide customized suggestions straight away, even during times of market turmoil. For some VIP customers, they can even generate PnL statements during specific periods of time and communicate effectively to clients.

Numerix Treasurer generates a wide range of reports which can be sorted by customer, product category and currency pair. A sophisticated reporting scheme helps banks meet current regulatory requirements for detailed PnL reporting. With the database readily available, customer modifications can be made as needed and the information can be transferred quickly and efficiently to regulators.

“We can’t just sit and wait for customers to come to us. Building a close relationship with them is always a top priority. We even want to focus on winning them back from our competitors,” said Kao. “As the Financial Supervisory Commission’s Asian Cup policy goes on, Cathay has made great efforts in improving its financial infrastructure. We see ourselves as the market leader in this area. We not only consider the growth of our TMU business important, but also look forward to having a strong mechanism in place for financial derivatives warehousing. To achieve comprehensive financial solutions for our clients, and integrating the trading platform with our current TMU sales platform is our ultimate goal in the near future.”

About Cathay United Bank

Cathay United Bank is a wholly owned subsidiary of Cathay Financial Holding Company, the largest financial holding company in Taiwan. The Bank is a full-service bank serving consumers and businesses with over one hundred domestic branches and over ten overseas offices. For businesses, we offer a complete line of products and services, in addition to experienced staff members who are committed to helping their customers’ enterprises succeed. For consumers, we offer different consumer banking products
to meet the financial needs of individuals as well as families. At Cathay United Bank, we build the bridges between banking, insurance, trust and securities services through our parent company and affiliated companies. Our customers will be able to enjoy “one-stop shopping” when banking with Cathay United Bank.

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