Charles Technology consultants have worked with stock, futures and options exchanges, brokerage firms, managed funds, software developers and computer hardware vendors. Following are some examples of how we’ve helped them be more competitive: Hardware/Software Vendors
·Advised worldwide sales and marketing team at a leading financial software vendor on exchange systems and practices. Consulted with Scandinavian management on US opportunities and positioning. Customer successfully negotiated and collaborated with U.S. partners and customers.
·Established and managed VAR and partner relationships for software companies with hardware vendors IBM, SUN, Compaq and Stratus Computer. Established added-value partnerships that increased business and end-user satisfaction.
·Arranged sub-license of the COLT trading system to a major UK software house. Advised on design modifications and actively participated in system adaptation and integration for the London market.This became the primary software used after the “Big Bang” by the ten of the largest SEAQ market makers. Allowed customer to get to market ahead of competition with a proven trading system.
End Users ·Coordinated RFP response for an Order Management System at a U.S. equities exchange. Customer added temporary expertise for important strategic business decision. Thorough evaluation of vendors yielded better trading system.
·Designed required enhancements to an Order Management System to create “Stock Layoff” capability at one of the largest discount brokers for regional specialists. Faster, more efficient system allowed customer to be more profitable and attract more clients.
·Managed and coordinated implementation of a new derivatives clearing system at a U.S. commodity futures clearing corporation. Resolved cultural differences with European vendor. Customer successfully adapted the most robust available system.
·Directed project team that designed and developed state-of-the-art market data dissemination system for a major U.S. derivatives and futures exchange. Underlying technology included object-oriented programming, messaging middleware for high availability, and peer-to-peer communications. Expandable system allowed customer to offer new products and services as market changed.
·Co-designed and developed WorldTrade™ exchange trading and market data system. Implemented customized versions in the multiple US exchanges, in Greece and in China.Customers enhanced their competitive ability by installing a powerful, fully redundant system designed for scalability, maintenance and adaptability to new services.
·Designed, developed and marketed COLT™ equity trading & position keeping system for US Nadsaq and OTC market makers.COLT was used by ten of the largest Nasdaq market-making firms. Customers enjoyed absolute system reliability, increased risk management and the ability to significantly scale their trading volumes.
·Designed and developed order-entry system for a major US cable-shopping network. The system operates 24x7, 364 days/year on a fully fault-tolerant platform. The customer has grown from $200 million to over $4 billion in annual turnover with order capture sites in four US and two European cities. Customer installed a proven system quicker and cheaper than starting from scratch and gained the ability to adjust sales cycle in real time based on ordering speed and volume.
·Provided technical and industry expertise for a due diligence review of an equity options exchange trading system. Conducted parallel evaluation of business and technical issues. Customer saved time and money by adapting proven existing system.
“Our experience in financial services give us a unique perspective on system utilization. We understand user requirements.” - Craig Conti