Hedgebook Client Dashboard

Hedgebook’s FX Client Dashboard is recommended for anyone managing customer hedging positions or responsible for identifying new treasury management opportunities within your existing client base. Its powerful sort and filter functionality enables you to rapidly analyse positions, helping you put the right currency management strategy forward, at the right time.

How does it work?

Let’s say the exchange rate has moved two percent overnight. Which customers are exposed? Who should be called first? No more relying on memory, spreadsheets, or your CRM. In a couple of clicks Hedgebook’s FX Client Dashboard surfaces the clients that need your guidance now. Instant visibility of budget rates, forecast cashflows, hedging cover, hedge rates, policy limit compliance across different hedging horizons and more.

Key Benefits

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Actionable Insights

Insightful analytics that help both you and your customers make better decisions, faster

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Detailed Analysis

Drill down for a more detailed breakdown of client exposure using Hedgebook’s FX Exposure Tool.

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Increase Value

An invaluable tool to deliver the truly consultative, data driven approach your customers value.

  • Sort and filter your customers hedging positions to identify sales leads and opportunities
  • Currency hedging requirements are quickly analysed, helping you engage more effectively
  • Turn conversations from reactive to pro-active: switch to a consultative, data-driven sales approach
  • Sell the right FX hedging product – at the right time – to the right customers
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