Case study: Summit New Modules Implementation 

Client: US-based Bank 

Project: MarkitWire and VCON interface integration with Summit

Summit interfaces covered: MarkitWire and VCON

Project highlights

• RightClick’s team partnered with the bank to plan and integrate the MarkitWire and VCON interfaces within Summit, ensuring the solution is aligned with their specific workflows and compliance needs.

• The project automated trade data capture from VCON and MarkitWire platforms into Summit, eliminating manual data entry and enhancing trade input automation.

• The solution was customized to align with the bank’s specific workflows, constraints, and business needs, ensuring efficient integration with minimal disruption.

• The automation solution significantly improved data accuracy and operational efficiency, reducing the risk of errors and expediting trade capture.

• Throughout the project, our team collaborated with business users to adapt the solution in real-time, ensuring a smooth and well-received transition.

  
  

How we helped

• RightClick’s team performed a detailed requirements gathering to identify business needs related to VCON and MarkitWire trade capture processes, aligning project goals with the bank’s business objectives.

• The MarkitWire and VCON interfaces were installed, configured and customized to integrate seamlessly with the bank’s existing workflows, minimizing disruption.

• Our team led all testing phases, executing all agreed test cases and making sure the interfaces work properly, offered support to business users during UAT, and provided user training to ensure a successful enablement of the bank’s team.

• Post-Go-Live, we offered ongoing support, monitoring performance and refining the solution as needed, ensuring lasting benefits for the client.

  
  

Conclusion

• The integration of the new modules improved trade input accuracy and operational efficiency, reducing manual data entry and accelerating trade capture.

• Go-Live was smooth and issue-free, with positive feedback from end-users and no blocker issues encountered during User Acceptance Testing (UAT).

• Our comprehensive post-deployment support ensured continued system stability and high client satisfaction.

Client feedback

"RightClick has been an invaluable partner for our organization. Their team consistently demonstrates professionalism, responsiveness, and a genuine desire to see us succeed."