Information Discovery Questionnaire

This form is designed to provide Kooltra with a high-level overview of your system and workflow needs. Your answers will allow us to provide a ballpark cost estimate for the project ahead of the formal requirements-gathering process.

The form should take ~5 minutes to complete.

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Your information

First name*

Last name*

Email*

Company name*

Project Overview

What are your project goals?*

Greater process automation
To support a new business line(s)
To consolidate existing systems / workflows
Modernize technology
Increase options for customization
Reduce costs
Other

What is the current stage of your project?*

What are your target timelines for deploying a new system?*

What is your estimated budget for the project (in USD)?

Requirements: Workflows & Regions

Which of the following functions would you want to operate within Kooltra?*

Client Onboarding / KYC
AML / Compliance Monitoring
Dealing / Trade Execution
Client Self-Service Trading / Payments
Position Management
Risk Management
Trade Settlement
Bank Reconciliation
Financial Reporting
Client Reporting
Other

Which regions do you operate in?*

North America
EMEA
APAC
LATAM

Who are you regulated by? Please list all.*

Requirements: Users & Volume

How many internal users do you anticipate will require access to Kooltra?*

Which department do these internal users operate under?*

Onboarding
Compliance
Sales
Trading
Treasury
Risk
Backoffice Settlements
IT/Ops
Other

How many client users do you anticipate will require access to Kooltra?*

How would you classify client types?*

Institutional
Large Corporate
Retail
SME
Other

How many total trades do you typically book per day? (including clients, liquidity providers & internal trades)*

How many total payments do you typically process per day? (including clients & liquidity providers)*

Current Systems

What system acts as your FX book of record?*

Which trading platform(s) do you currently use?*

Which compliance system(s) do you currently use?*

Requirements: Products & Payment Types

Which products do you require Kooltra to support?*

Spot
Forward
Swap
NDF
NDS
Vanilla FX Options
Exotic FX Options
CFD
Orders
Crypto
Commodities
Equities (not currently supported)
Fixed Income (not currently supported)
Other

Which Payment types do you offer?*

Wire
FasterPayments
ACH/EFT
CHAPS
BACS
Cheques
Pre-Authorized Debit / ACH Debit
Other

Requirements: Liquidity

How many bank / non-bank liquidity providers do you trade with?*

Who are your primary liquidity providers?

Do you access your liquidity via direct bank integrations, or through an aggregator?*

Please list your primary and secondary banking providers.

Do you electronically match trades with your trading counterparties? If so, what service do you use?

Learn more about Kooltra

While we review your responses and prepare a preliminary price estimate, learn more about Kooltra.

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Kooltra Ltd, 2024