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Banking verified Verified Outcome TRL 9

Institutional Trading Platform API

domain Client: Top US Investment Bank handshake Provider: Internal schedule Deploy: 2018-2024
94 Impact
Enterprise Ready
Evidence Score: 5/10
Strength: High

Executive Summary

ANALYST: COI RESEARCH

The bank opened its proprietary risk, pricing, and analytics tools to institutional clients via the 'Marquee' API platform, commercializing internal IP.

rate_review Analyst Verdict

"The definitive 'platformization' of the trading desk. By selling the tools they use internally, the bank embeds itself deeply into client workflows, creating high switching costs and sticky relationships beyond just trade execution."

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Full Audit Report Available Includes Risk Register, Technical Specs & Compliance Data.

warning The Challenge

Institutional clients increasingly wanted direct access to sophisticated risk analytics and pricing models rather than relying solely on phone or chat-based execution with sales traders. The bank risked being disintermediated by fintech platforms that offered better digital user experiences and data access.

psychology The Solution

The organization exposed its internal risk and trading engine, 'SecDB', via a suite of web-based apps and APIs known as Marquee. Clients can now programmatically access the bank's pricing data, run portfolio risk scenarios using the bank's models, and execute trades directly from their own code.

settings_suggest Technical & Deployment Specs

Integrations
Client Systems
Deployment Model
Cloud / API
Data Classification
Market Data
Estimated TCO / ROI
High (R&D)
POC Summary ( to )

"N/A"

shield Risk Register & Mitigation

Risk Factor Severity Mitigation Strategy
IP Leakage Low Access control

trending_up Impact Trajectory

Audited value realization curve

Thousands of monthly active users Verified Outcome
Primary KPISignificant API query volume
Audit CycleClient workflow integration

policy Compliance & Gov

  • Standards: Securities Regs
  • Maturity (TRL): 9
  • Evidence Score: 5/10
  • Data Class: Market Data

folder_shared Verified Assets

description
Verified Case Study
PDF • Version 1
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Technical Audit
PDF • Audited
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Security Architecture

The "Blind Verification" Protocol

How we verified these outcomes for Top US Investment Bank without exposing sensitive IP or identities.

Private
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1. Raw Evidence

Audit ID: #PRIV-440
Evidence: Direct SQL Logs
Public
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2. Verified Asset

Outcome: Verified
Ref ID: #COI-440

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