Fintechs and banks

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…

Client Dashboard

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?

Client dashboard FX sales teams

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.

fx risk exposure

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?

FX Customers

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 UK office

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…

Better hedging conversations

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:

Banks

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 –…

City skyline London UK

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…

Hedgebook client Also

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…

Featured Client: Kapiti Coast District Council

Kapiti Coast District Council (KCDC) has been a Hedgebook client for almost two years. Originally Council’s requirement for Hedgebook was to perform the independent valuations of its interest rate swap portfolio at 30 June financial…