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Rockall Technologies

Delivering liquid lending advantage

26 June 2018

HNWIs are more demanding than ever when it comes to their wealth management service.  They are empowered and shopping around for the best value, they want live information and a product range that directly fits their requirements.  The availability of credit is table stakes in this business.

Successful wealth managers (WMs) are looking to be more competitive in how they offer and manage liquid lending: not just by managing costs, but also by removing friction with the end-customer, offering faster time-to-business and through FA toolkits.

WMs want to manage credit risk in real-time, with dynamic stress testing and loan book management.  They need product flexibility by offering credit against both current assets and new assets – by advancing loans against collateral that is not immediately marked-to-market (e.g. non-exchange-traded instruments) and by offering credit against assets held away.

Helping WMs stay ahead of the competition

As the liquid lending business expands to include borrowers that are increasingly more demanding – and populous, WMs must be enabled to deliver tailored wealth lending at scale.  Automation is the fast-track route
to competitive advantage in liquid lending.

FASTNET, Rockall’s Liquid Lending-in-the-cloud solution, enables rapid deployment and scaling of your wealth lending business with full credit risk control by delivering:

– daily data enabling comprehensive marking-to-market against accurate portfolio data

– platform security to enable rapid scaling with full credit risk management

– light-weight operation with low implementation burden on the bank

– a flexible feature set evolving over time to match market demands

– easy and agnostic integrations to banking systems

"Morgan Stanley wealth Management profits are increasing 3x faster than revenues"

- Forbes

Rockall's Clients and Partners

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