Hedgebook User Survey: more FX Hedging, more frequently
Five key learnings from this year’s Hedgebook Annual User Survey. There are some interesting trends as greater volatility is driving more FX Hedging activity and this is confirmed across our user base.
Banks have real opportunity in FX hedging for SMEs
There is ongoing discussion around the lack of digital innovation by banks in the SME lending space. This resonates with Hedgebook as it also relates to banks and how they manage foreign exchange hedging for…
Every FX Client Deserves More
FX sales teams know their top revenue generating customers really well, they’re the first call when market movements warrant it. But what if a client is not in that top tier? How many opportunities to add value do you miss every day? How do you surface every opportunity, for every client, at the right time?
5 reasons why FX Sales Teams need a Client Dashboard
FX sales teams work portfolios of customers managing multiple currency hedging instances across each one. This blog explores five ways in which a Client Dashboard can help surface opportunities, engage customers and lift overall performance.
How do you bridge the ‘touch’ gap for banks and FX customers?
Banks and large foreign exchange brokers have many FX customers to service, who all want to interact differently. Proactive or reactive? What is the answer?
Why is it so Easy for Your FX Customers to Leave?
Lockdown has made building FX customer relationships a whole lot harder – but does it have to be? Hedgebook asks the question.
London Calling: Hedgebook’s UK Office
It is exactly four years since we packed up our bags and embarked on a journey to take Hedgebook from a regional success in New Zealand and Australia to fame and fortune in the United…
Quantifying “better” risk management conversations
Hedgebook helps banks, brokers and others have better FX risk management conversations with their clients using data from its SaaS solution. Find out more here:
Hey Banks! Our Clients Want to Share
In 2020 we surveyed Hedgebook’s corporate clients and found 91% of respondents were open to sharing more information with their banks through Hedgebook’s API if it delivered efficiencies. This result wasn’t a complete surprise –…
Featured client: BDO UK
As one of the largest accountancy firms in the UK, Hedgebook is delighted to have BDO UK using Hedgebook Audit software as its independent financial instrument valuations solution. Hedgebook Audit is a tool for auditors…
Featured Client: ALSO
As Hedgebook spreads its wings to new jurisdictions, it is appropriate that this edition of Rickshaw features a non-Australian or New Zealand company. ALSO’s head office is in Switzerland and provides a B2B market place…
Featured Client: Rockit Apples
Hawke’s Bay is home to a host of food and wine exporters. The climate and fertile soil are ideal growing conditions and we are spoilt by all the produce from New Zealand’s “food bowl”. Pip…