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Spectrum - Internal Trades
Updated: 12/4/2018
Spectrum - Internal Trades
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Storyboard Text

  • I keep losing out on Client A's trades; I need to think of better ways to serve them, I know other teams work with the Client A on other asset classes, but I don't know what those trades look like.
  • Client A seems to making a big investment in Microsoft
  • Fortunately, we have Spectrum, so I can log in to see what trades my colleagues have been making on behalf of the client.
  • Client A really seem to be going big on the tech sector!
  • Wow, looks like Client A is buying up a bunch of stock in the tech sector! Client B is making lots of sales! Maybe I can cross these trades to avoid some of our fees. I'll also send Client A some of my recent sector research!
  • I wonder who we should tell about this?
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