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.
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.
Insightful analytics that help both you and your customers make better decisions, faster
Drill down for a more detailed breakdown of client exposure using Hedgebook’s FX Exposure Tool.
An invaluable tool to deliver the truly consultative, data driven approach your customers value.