Equity Finance
Insights
Platform
Peraison partnered with HSBC Equity Finance to create a unified data and visualisation platform that brought together trading, risk, securities lending, collateral, and finance data into a single, trusted view across products and regions.
We standardised positions, P&L, and funding with consistent keys and lineage, and embedded automated reconciliation rules to detect, classify, and prioritise breaks across Front Office, Middle Office, and Finance.
Role-based dashboards gave desk heads, Product Control, and executives real-time visibility with drill-down to trade level, enabling faster issue resolution and clearer insight into funding spreads, balance sheet usage, and client profitability.
Faster reconciliation & quicker issue resolution
Automated break detection and exception-led workflows enabled faster, cleaner reconciliations, with same-day resolution for most issues.
One trusted view across front, middle & back office
A single version of truth across trading, risk, and finance improved transparency, reduced friction between teams, and increased confidence in daily decisions.
A repeatable data integrity model scaled
beyond the first use case
Clear insight into funding spreads, balance sheet usage, and profitability by client or strategy strengthened commercial decision-making and performance oversight.
Modern Solutions for a changing
financial services landscape
Helping financial institutions accelerate with data & AI
Modern data foundations that unify fragmented sources, enable cloud adoption, and establish AI readiness across the enterprise. Platform acceleration, scalable data pipelines, and governed analytics capabilities power consistent, high quality decision making at scale across business, risk, and technology teams.
Advanced client analytics combining predictive models, segmentation, and pricing intelligence to deepen customer understanding.
Opportunity identification and personalised insights improve client outcomes, increase share of wallet, and unlock sustainable revenue growth across products and channels.
Embedded controls, auditable data lineages, and robust model governance designed to meet regulatory expectations. Regulatory aligned processes reduce operational and compliance risk while improving transparency, consistency, and confidence across risk, compliance, and audit functions.
End to end process redesign supported by workflow automation and intelligent tooling. These capabilities increase productivity, reduce cost to serve, minimise manual intervention, and enable teams to focus on higher value activities while improving service quality and turnaround times.
High speed insights and advanced analytics supporting front office, treasury, and risk teams. Predictive analytics, performance dashboards, and real time views improve decision making, market responsiveness, liquidity management, and risk awareness across volatile market conditions.
Trusted, near real time finance and regulatory reporting frameworks that adapt to evolving regulatory standards. Improved data quality, automation, and controls reduce manual effort, accelerate reporting cycles, and strengthen confidence in statutory, management, and regulatory outputs.
Modern, resilient architectures delivered through stack agnostic engineering and proven delivery practices. Targeted accelerators and reusable components enable scalable, secure technology outcomes that align platform capabilities with business, regulatory, and operational priorities.
Our financial services stories & insights
Explore the real‑world impact of our work across financial services, with stories and insights that reveal how data, AI, and technology deliver measurable outcomes.
Curious how we can improve your business's performance?
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