Case Study

Transforming lending and trading operations across Asia

Client Challenges

A leading global private bank sought to transform its Lending & Trading Operating Model across Asia. The program focused on simplifying the technology landscape, decommissioning legacy platforms and establishing a scalable operating model, while integrating lending and derivatives workflows, strengthening governance and reducing operational risk.

alpha approach

Alpha was engaged to support the design and implementation of the target Lending & Trading Operating Model across Asia, covering operating model design, business architecture, platform strategy and delivery execution. We worked across front office, credit, risk, operations, trading and technology teams to define the future-state business architecture and establish clear processes, roles and hand-offs. This included front-to-back operating model design, trading business architecture, margining solution design and the integration of Avaloq derivatives booking capabilities. In parallel, Alpha supported platform rationalization, system performance optimization and the adoption of advanced stress testing capabilities to improve resilience and scalability. We also embedded governance, delivery cadence and accountability across program workstreams to maintain alignment and execution discipline. This established a modern, integrated architecture capable of supporting complex lending and trading products while improving control and operational efficiency across the region.

How we delivered lasting value

Turning insight into impact

Large-scale platform transformation delivered

Delivered complex regional transformation program, completing over 100 solution design workshops, engaging 60+ business users, and achieving 100% of program milestones.

Integrated architecture enables scalable operations

Integrated 20+ systems and established a streamlined target architecture, creating a scalable platform to support lending and trading activities across the region.

Complex migration and product enablement achieved

Supported the migration of 10,000+ client credit records and delivery of 6,200+ product definitions, providing the foundation for enhanced product capabilities, reduced operational risk and future growth.