Proven Expertise in Financial Systems Transformation and Integration

At Ulixes Corporation, we specialize in leading financial institutions through complex system migrations, integrations, and transformations, ensuring that all core systems work seamlessly together to enhance operational efficiency, compliance, and risk management. Our proven expertise spans the full spectrum of financial products, from fixed income to derivatives, delivering end-to-end solutions that support comprehensive trade lifecycle management, real-time data integration, and cross-platform compatibility.

  • CoBank (2023–Present):

    Directed the migration of Fixed Income and Derivative Trade and Hedge Relationships from OpenLink to Calypso, ensuring smooth integration across systems to maintain operational continuity and data integrity. Led the front-to-back office implementation of Customer Derivatives, incorporating real-time market data through Bloomberg SAPI for the generation of discount/forecast curves and volatility surface modeling.

  • Silicon Valley Bank (2022–2023):

    Led the front-to-back office implementation of Swaps Dealer with integrated Bloomberg curves, Markit and Sernova for back-office processing, and handled the tactical migration of Fixed Income portfolios between SVB US and SVB UK. Directed integration efforts for Bank of England’s ILTR and DWF with Bloomberg AIMS and Calypso, enabling streamlined Cash/Security Swift settlements.

  • Charles Schwab (2019–2022):

    Oversaw the migration and integration of TD Ameritrade and Charles Schwab portfolios, ensuring robust integration of Calypso across front-to-back office functions. Managed the implementation of ABS, CMBS, and MBS Bonds, automating monthly P&I processing and reconciliation via Bloomberg Connect and INTEX.

  • US Bank (2018):

    Directed the reprocessing of Fixed Income Books to improve Corporate Action handling and optimized trade lifecycle management for Interest Rate Derivatives, FX, and Fixed Income products. Delivered strategic integration solutions for Collateral Management across multiple asset classes.

  • Federal Home Loan Bank (2012–2018):

    Co-led a major Calypso upgrade that enhanced Enterprise Risk Limits and streamlined Trade Capture and Lifecycle Processing for Fixed Income, Interest Rate Derivatives, and Money Market products. Spearheaded strategic solutions for Overnight Index Swaps and Convertible Advance Structures.

  • Wells Fargo (2010–2012):

    Led the integration of Market Data and risk management solutions for Non-Deliverable and Interest Rate Derivatives, improving the accuracy and efficiency of pricing and risk reporting using Calypso. Drove system enhancements for MT305/306/320 Swift Confirmation generation and trade matching.

  • Rabobank International (2009–2010):

    Directed the middle-to-back office implementation of CLS Settlement, ensuring global settlement compliance. Led the implementation of Mark-to-Market and Cross-Currency Swaps, optimizing trade capture and lifecycle processing across multiple asset classes.

Proven Leadership in Financial Systems Transformation and Integration

Drawing from our extensive experience in driving financial systems transformations, Ulixes Corporation has consistently delivered measurable business outcomes across high-impact projects, including system migrations, platform integrations, and process optimizations for leading financial institutions.

  • Streamlining and automating trade lifecycle and back-office processes to achieve up to 25% reduction in operational costs while improving system reliability and minimizing manual interventions.

  • Implementing integrated front-to-back office solutions and real-time data synchronization to enhance trading workflows, reduce processing times by up to 40%, and improve risk analysis capabilities.

  • Implementing systems that support regulatory compliance, such as Dodd-Frank Act requirements, ensuring 100% compliance while providing enhanced financial reporting and real-time analytics to support strategic decision-making.

  • Building flexible, scalable platforms that support business growth by expanding system capacities, improving cross-border operations, and enhancing collaboration across geographies, resulting in a 50% increase in transaction volume handling capacity.