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Financial Services

We enable financial services companies globally to monitor and manage market data and subscriptions spend & usage across the entire enterprise.

The Financial Services industry is complex

The financial services industry is known for its complexity in terms of vendors, products, user requirements, agreements, and pricing structures. Financial institutions spend huge amounts on financial market data and other information services in order to support investment decisions.

The diversity in terms of alternative vendors and products is enormous. The level of demand from the business due to continuously changing business requirements and vendor offerings put continuous pressure on the market data, information services, and IT organization.

The financial services industry itself, however, knows a high level of secrecy due to the lack of transparency and limited exchange of information between participants.

How we help optimizing market data & enterprise subscription management

High-value subscriptions are complex and expensive. They need to be managed professionally. TRG Screen helps financial institutions globally to manage the full end-to-end life cycle of their market data and other corporate expenses.

We are uniquely positioned to offer the full spectrum of enterprise subscription management capabilities across expense & revenue management, usage tracking, enquiry management, specialist consulting services, and managed services.

Our clients realize immediate ROI and long-term cost savings (10-30%), transparency into purchased subscriptions, improved workflows, and a higher degree of compliance with their vendor contracts.

Spend management

End-user firms of financial market data and other information subscriptions have an increasing demand to manage and reduce spend on these subscriptions.

Our enterprise spend management solution — Optimize Spend — enables financial institutions to optimize their enterprise subscription spend.

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Exchange compliance & reporting

Market data teams struggle with the ever-increasing complexity and variety of stock exchange policies and administration requirements.

The Axon technology platform provides financial institutions with a consolidated approach to market data management — allowing more efficient use of time and cost.

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Usage management

Financial institutions spend millions on terminal, reference data, web-based & application subscriptions.

Our usage management systems — ResearchMonitor, DART & XMon — help clients to monitor and analyze the usage of these services.

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Enquiry management

Market data & business information services teams receive multiple business requests every day.

Our enquiry management system Quest enables financial institutions to manage, process and log requests & enquiries more efficiently.

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Revenue management

Data originators and integrators (re)distribute a wide variety of market data — for which they want to optimize revenue.

Our market data revenue management system INFOmatch supports exchanges, brokers, and data (re)vendors to pro-actively manage their outbound licensing, including processes around market data usage, compliance, billing & reporting.

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Consulting services

Many financial services firms have the desire to optimize their governance and spend on sources of market data & financial information services.

TRG Screen’s consultancy branch helps all buyers and sellers of market data & financial information services through bespoke advisory services.

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Managed services

Financial institutions often seem to struggle to find the right staff to manage their market data and other enterprise subscriptions.

Our managed service solutions provide our clients with the professional skills of our highly trained and experienced staff into a complete customized solution.

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Our Financial Services clients

We serve several types of financial service organizations and support many departments & multiple business functions — all having their specific needs and requirements when it comes to professional enterprise subscription management.

The types of clients we serve, include:

  • Banks
  • Brokerage firms
  • Fund & asset managers
  • Hedge funds
  • Exchanges
  • Insurance companies
  • Pension funds
  • Trading firms
  • Vendors

Typical departments & business functions we support:

  • Head of market data
  • Market data analyst
  • Head of information services
  • Head of IT
  • Business manager
  • Trading floor support
  • Desk head
  • Market data admin
  • Head of procurement / sourcing
  • Chief financial officer (CFO)
  • Compliance officer
  • Head of back office
  • End user / trader
  • Head of research

A selection of subscriptions our clients optimize:

  • Market data
  • Passive fund index commissions
  • Information services
  • Custodial & broker fees
  • Royalties
  • Hardware
  • Expert network
  • IT contracts
  • Research
  • Index licenses
  • Data feeds & applications
  • Connectivity & infrastructure
  • Software licenses
  • SaaS subscriptions
  • Publications & subscriptions
  • Telecom
  • Rental & insurance costs
Ready to optimize your enterprise subscriptions?

Learn how we can help you.

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