Welcome to Marquis Business and Technology Solutions

Frequently Asked Questions

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Capital Markets and Treasury: Marquis provides business and technology services and solutions to capital market participants. By applying our capital markets and software engineering expertise, we help to develop advanced solutions to implement new product lines and streamline existing ones.
IT Services: Marquis helps companies optimize Information technology to improve business results. We look at IT issues strategically, in the broader context of our clients' business. Our consultants provide an objective, independent perspective to help companies realize the full potential of their IT resources, investments and assets.
We have experience with leading vendor-based derivatives and cross-asset trading applications. We are able to provide solutions for Capital Markets and Treasury platforms which will help you improve the technology driving your trading engines, whether it involves implementing a new front-to-back trading application to expand product offerings, upgrading existing systems to gain additional functionality or integrating multiple systems for improved cross-functional processing.
  • Experience with the leading investment applications
  • Immense subject matter expertise around the product and industry
  • In-depth implementation knowledge and proven track record
  • Manage through a disciplined project management approach
  • Leveraging our unique implementation methodology to deliver success in a timely manner
  • Establishing a true partnership model with the client
  • Utilizing tools to accelerate delivery, such as our proprietary data reconciliation tool
We have experienced Program and Project Managers using several methodologies including Agile, Waterfall, Hybrid, SCRUM, CPM and others.
Methodology Features:
  • Time management: Determine what to do when within the available timeframe
  • Checklist for managing projects: The PM creates a portfolio checklist for managing multiple projects
  • Prioritization of projects: Determine which projects are more important than the others. For multiple projects, decide what to do and in which order it gets done. Analyze each project to ensure that each project meets the client's strategic objectives
  • Analysis: Analyze each project to ensure that each project meets the client's strategic objectives.
  • Categorize work: Make progress on all fronts when managing multiple projects. Check the progress of each project daily
  • Sequence work tasks: Each project is clearly broken down into manageable tasks and sequenced
  • Create a dashboard: Dashboard to effectively capture and report on all the projects
Comprehensive set of methodologies through use case, process based, or both, Marquis as an organization is focused on delivering the highest quality work products based upon well-defined functional requirements, with a high degree of transparency across the entire SDLC (Software Development Life Cycle) process. The methodology we deploy to continually achieve this goal is based upon defining the deliverables from a clear business requirements perspective, utilizing technology to support, not determine, the final work product and establishing along with our clients', well defined success criteria. The discipline we leverage to achieve this success includes: Creation of detailed functional specifications; Robust documentation; Extensive product lifecycle event libraries for broad classes of financial instruments; System selection framework templates, A myriad of product lifecycle use cases; Accelerator tools for comparing output data and accounting posting results.
Immense subject matter expertise around the product and industry. Our consultants have in-depth knowledge and wide experience with the following asset classes. Interest Rate Derivatives and Fixed Income, Credit Derivatives, Equity Derivatives, and Treasury products including Forex. Our experience spans front, middle and back office including trade entry, risk management, credit risk management, operations processing, regulatory reporting, risk management and accounting.