itiviti.com Background The joint venture investment bank provides financial services for debt and equity sponsoring, underwriting and brokerage of locally listed securities in China, primarily to international investors but with potential to extend locally. Local brokerage, one of the bank’s key business lines, manages orders received from its Hong Kong branch and international investors to the Chinese markets. The bank’s broker license enables multi-asset class trading on Shanghai Stock Exchange and Shenzhen Stock Exchange, including equities, ETFs and bonds. The existing trading solutions did not meet the standards of international clients, with inadequate functionality when performing routine brokerage services. This resulted in inefficient operation as well as high opera

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