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Recognizing thriving entrusted trading development and substantial market potential, and based on serving bank customers and increasing retail deposits, it is necessary to build a re-entrustment business transaction system to assist cooperative securities companies in accepting investments in overseas financial products.
Foreign securities entrusted trading has grown significantly, with Shanghai Bank forming strategic alliances with multiple securities firms, expanding collaboration to include securities and futures businesses. This extends to serve customers interested in overseas financial instruments, prompting the development of the "Trust Trading Foreign Securities Business" system for handling entrusted transactions. Assisting Shanghai Bank in constructing a system for instant processing of customer fund deposit applications through securities firms' order systems. The system manages fund release and deduction transactions for securities firms participating in settlements, providing interfaces for customers or securities firms to inquire about transaction statuses and results.
Securities Firm Front-End Trading Functions: Deposit services, fund release, deposit inquiries, release inquiries, settlement fund release, settlement deposit inquiries, and sales data downloads.
Securities Firm Back-End Management Functions: Deposit inquiries, release inquiries, and settlement file uploads and audits.
System Back-End Management Functions: Maintenance of partner securities firm data, transaction record inquiries, and report generation.
Java
Grails、Spring Boot
HTML 5 、RWD
Web/API connection security mechanisms
Point-to-point security mechanisms
Sensitive data encryption
Pershing Technology Services becomes a long-term partner in IT services for Shanghai Bank, bringing operational benefits:
1.The system operates 24/7, providing securities firm customers with real-time fund services.
2.Enhances customer loyalty to the bank.
Mitch Wang
Tel:02-2658-1910 ext 7220
E-mail: mitchwang@pershing.com.tw
