Expand your sales teams while mitigating operational and regulatory risks
Pluridio software solutions provide sell-side institutions with
enhanced operational oversight and transparency, powerful data aggregation, and a suite of analytics and tools that deliver actionable insights, and support seamless operational and regulatory compliance.
Who is it for?
At Pluridio we develop applications for Financial Markets professionals to enhance customer engagement and drive alpha. Our Solutions simplify sales and distribution workflow, increase automation and enable growth.
Our solutions
How can our solutions benefit you?
From day to day, we support you to:
- Increase actual time dedicated to business development.
- Extract more value from the client-centric business model.
- Close gaps in client service.
- Reduce operational risks.
- Manage operational compliance risks.
In the short run, we help you to:
- Optimize quotations and client approach.
- Increase the number of clients by improving client experience.
- Increase the volume and complexity of transactions.
- Strengthen oversight at all levels: sales, operational, and compliance.
In the long run, we help you to:
- Unlock growth potential by tapping business reserves.
- Boost efficiencies by maximizing the potential of existing resources (HR, IT).
- Demonstrate MiFID II and operational compliance at all times.
- Match leading global banks in the digital distribution of financial instruments.
- Scale up with no additional costs.
Scale your infrastructure with Pluridio's solutions.
Customer Journey
We empower banks to transform their Financial Markets business and compliance in order to deliver optimized client interactions.
With a commitment to best practices and accumulated expertise, we meticulously evaluate your business objectives and customize the implementation pathway. Our role as agents of change and strategic partners is to drive the evolution of the Sales-side Markets model, leveraging our unique combination of domain expertise and technical proficiency.
Pre-Sales
- Scoping
- Contract
- Kick-Off
Architect
- Discovery
- Design
Build and Test
Parallel Wave Streams
- Configuration
- Integration
- Custom Development
- SIT
- Unforeseen changes
Validate
- UAT
- Error fixing
Deploy
- Documentation
- Training
- Go-Live in production.
- Final Acceptance
We provide essential resilience and agility tools for Financial Markets Sales Team to stay ahead of the competition or challenge the status quo.
Security
Banks recognise Pluridio a trusted partner for safely expanding their sales operations. Security paramount in all our solutions.
Svetoslav Velinov, MBA, CFA
"During our intensive use of the Pluridio TSS application for the past year, both from a management perspective and also with very close attention towards the feedback of my sales desk team, I can say without a doubt that the application has proven to be of great value to our sales activity and, in a very short period of time, it has increased efficiency and proven to be indispensable to our sales desk colleagues. We are very satisfied with the performance of the application and with the high level of support and flexibility we are receiving.”
“Pluridio has responded to all our requests promptly and has shown flexibility in implementing all our changes and customization requests. The company displayed a proactive approach to understanding our specific business needs and improving the solutions offered. Where needed, Pluridio demonstrated the ability to propose and implement new ideas or workarounds, workflows, and solutions to our specific needs.”
Cristian Bodîrcă
Pluridio met our requirements for a tailor-made solution that is easy to use and offers our Sales team the possibility to observe clients’ activity and to have a proactive sales approach.”
Ionuț Lianu
"We appreciated both the maturity and quality of Pluridio's products and that the modules are integrated and interconnected. There are relatively few new products on the market. Thus, a new generation of products is needed to streamline treasury operations. In the long term, the main benefits of Pluridio solutions that I see are improving workflows and building software with notifications features, allowing for more time to understand and address the client needs."
