Who We Serve

Wepoint empowers the global capital markets ecosystem through strategic partnerships across a wide client base:

  • Banks & Broker-Dealers
    Supporting core trading and post-trade activities through tailored transformation programs.
  • Buy-Side Firms
    Delivering optimization and compliance solutions to asset managers, wealth managers, and hedge funds.
  • Market Utilities
    Collaborating with clearing houses, trading exchanges, and reporting repositories to enable industry-wide innovation.
  • Custody Banks & Tri-Party Agents
    Enhancing operational efficiency and digital resiliency across key infrastructure partners.
  • Fintechs
    Accelerating innovation and scaling solutions that shape the future of capital markets

This breadth reflects the industry’s increasing interconnectedness—and enables Wepoint to bring tailored solutions to the full spectrum of market participants.

 

Wepoint Value Proposition

Wepoint offers a distinct edge in capital markets transformation—combining strategic execution excellence with operational flexibility and cost-effectiveness.

  • Unconflicted & Competitive
    We deliver strategy-through-execution outcomes without audit or board constraints—at a more competitive price point than legacy advisory providers.
  • Exclusive Expertise in Collateralized Trading
    Our partnership with Finadium amplifies Wepoint’s leadership in collateralized finance, bringing specialized insight to complex trading environments.
  • North American Near-Shore Delivery
    Our Montreal hub supports CIB and cross-industry programs in real-time, offering:

    • Application development
    • Mainframe modernization
    • Technology & operations support
    • A cutting-edge cybersecurity practice
  • Offshore Scale & Continuity
    Teams in Casablanca and Bordeaux provide development, modernization, and testing expertise—enabling 24-hour workflow continuity through a “follow-the-sun” model that optimizes cost and quality.

Wepoint’s infrastructure is designed to keep pace with global demands—seamlessly integrating talent, technology, and time-zone coverage to power transformation at scale.

Advisory & Strategy Services for Capital Markets

Capital Markets participants face constant pressure to maintain a competitive advantage, drive operational excellence, and meet evolving regulatory mandates. Wepoint supports clients in navigating these challenges with a global team of advisors who work closely with C-suite leaders across front, middle, and back-office functions.

Achieving Competitive Advantage

Wepoint helps clients unlock competitive advantage, in part, through developing innovative ecosystems built on modern cloud architectures. These solutions not only reduce operational costs but also enable market innovation. Wepoint guides clients through the full cloud migration lifecycle—from strategic planning to execution—encompassing infrastructure, applications, and data, all while addressing cybersecurity, DevOps transformation, and third-party integration needs. Our platforms are designed to meet current business demands, scale for future growth, and deliver measurable ROI.

Driving Operational Efficiency

We collaborate with clients to define transformation roadmaps, operating models, and business requirements that enhance productivity and reduce costs. Our expertise supports C-level leaders focused on delivering ROI through digital transformation, mutualization of common requirements, strategic outsourcing, and optimization of non-differentiating functions such as margin, settlement, and KYC.

Wepoint works side by side with clients to interpret new regulations, optimize response strategies, and anticipate future mandates. This includes evolving requirements such as T+1 settlement (and scalability to T+0), treasury/repo clearing, and enhanced trade reporting obligations.

Enterprise Model Development

Wepoint facilitates the definition of end-to-end business and technology requirements, designing operating models and implementation roadmaps tailored for compliance with DORA, Basel IV, CRR III, and other global frameworks.

Risk Modeling & Financial Crimes Transformation

Our team supports the design of credit, market, and operational risk models aligned to regulatory standards. We bring deep expertise in transforming financial crimes compliance—streamlining KYC/AML processes and aligning controls with regional and global regulations.

Cyber & IT Risk Management

Wepoint regularly conducts regulatory impact assessments, produces audit-ready compliance documentation, and develops cyber and IT risk plans aligned to supervisory expectations and industry best practices.

Insight-Driven Engagement

Through our partnership with Finadium, Wepoint clients gain privileged access to market-leading research and analytics—empowering C-suite leaders to make data-informed decisions. Our regulatory insights translate into targeted execution strategies, operational clarity, and measurable business impact.

Industry Engagement & Technology Integration

Wepoint maintains active relationships with organizations like ISDA and SIFMA to stay ahead of regulatory trends and shape client strategies. Wepoint’s agnostic approach to ecosystem vendor engagement enables clients to assess and integrate critical point solutions into broader enterprise architecture with confidence

Collateral and liquidity have emerged as central concerns for banking and capital markets participants across the globe. Driven by regulatory change, risk mitigation needs, and increased capital sensitivity, collateral has become a strategic asset with far-reaching impact.

In response, Wepoint has established a dedicated Collateral Advisory practice, seamlessly integrated with our industry-leading risk, regulatory, and technology service lines. This practice reflects the inherently cross-functional nature of collateral management, intersecting credit, legal, liquidity, and front-office disciplines.

Through this offering, Wepoint delivers leading-practice management and technology consulting across the full collateral lifecycle. Our capabilities are further enhanced by an exclusive partnership with Finadium, a specialist consultancy recognized for its deep expertise in funding, financing, and market infrastructure across securities finance, repo, collateral, and derivatives.

As regulatory mandates continue to drive convergence between treasury, trading, and risk functions, Wepoint works with clients to design and implement efficient, forward-looking collateral and liquidity management strategies. Our solutions help firms optimize organizational resources, meet regulatory objectives, and reduce capital consumption in an increasingly complex environment.

The move to shorter settlement cycles (T+1 and T+0) is reshaping capital markets infrastructure. While T+1 offers benefits like reduced risk, lower capital requirements, and cost efficiencies, firms must reengineer their settlement processes to keep pace. A shift to T+0 will demand end-to-end automation and advanced technologies like AI to ensure timely delivery and avoid costly settlement fails.

Beyond equities, instruments such as centrally cleared derivatives require accelerated settlement to enable efficient collateral mobility, liquidity management, and risk reduction.

Wepoint specializes in delivering settlement efficiency strategies across products and regions. We support clients throughout the full implementation lifecycle—from design through execution—working closely with global FMIs, custodians, and market participants.

Our work is often embedded within broader digital transformation programs, focused on automating manual tasks, mutualizing non-differentiating functions, and unlocking enterprise data for reuse and monetization—areas where Wepoint brings deep, proven expertise.

Industry challenges

The adoption of tokenized assets continues to face significant structural and regulatory challenges. Interoperability between distributed ledger technology (DLT) platforms and legacy systems remains limited, inhibiting seamless integration across the post-trade ecosystem. Regulatory frameworks governing tokenized assets vary widely across jurisdictions, creating uncertainty in cross-border compliance and market participation. Existing back-office and inventory infrastructures are often ill-equipped to support tokenized workflows, further complicating operational alignment. The absence of standardized, scalable, and open platforms restricts industry-wide adoption, while the lack of comprehensive data on tokenization usage and outcomes limits risk oversight and strategic planning.

Implications/Impacts

Tokenized assets present a compelling value proposition for capital markets firms by streamlining operational workflows and enhancing financial outcomes. The potential for near-instant settlement dramatically reduces operational costs and settlement risk, while enabling real-time liquidity optimization.

Additionally, tokenization broadens access to traditionally illiquid asset classes, unlocking new revenue streams and fostering greater investment democratization. The inherent transparency and immutability of blockchain-based transaction records bolster trust, facilitate auditability, and support regulatory oversight. Moreover, tokenized instruments have the capacity to accelerate cross-border payments, diminishing reliance on conventional banking networks and enhancing payment efficiency across jurisdictions

How Onepoint can help

Effective blockchain adoption in capital markets begins with targeted use case identification—anchored to business objectives, risk appetite, and evolving market dynamics. Technical and financial viability must be rigorously assessed, including competitor benchmarking and market fit analysis.

Quantitative modeling of ROI and operational gains—such as cost reductions, improved cycle times, and enhanced transparency—helps validate investment rationale. Regulatory complexity must be navigated with precision to ensure multi-jurisdictional compliance, particularly in areas involving tokenized assets and smart contracts. Solution design should encompass a resilient architecture, automated smart contracts, seamless legacy integration, and intuitive user experience to accelerate adoption and value realization

Capital markets firms—whether buy-side or sell-side—are under increasing pressure to evolve their middle- and back-office operations. Regulatory mandates continue to expand in scope and complexity, demanding infrastructures that not only comply today but are scalable for tomorrow. At the same time, firms must deliver operational efficiency, cost-effectiveness, and clear return on investment (ROI).

A strategic focus on post-trade transformation delivers far more than compliance. It fuels front-office performance by unlocking opportunities such as increased liquidity through faster settlements, and actionable insights derived from trade reporting data. When leveraged effectively, this data can inform trading strategies or be repackaged as a monetizable asset.

Furthermore, a transparent and streamlined clearing and settlement process enhances decision-making across the trade lifecycle

True transformation extends beyond automation. It involves the mutualization of non-differentiating functions—like margin calculation, regulatory reporting, and trade compression—while empowering revenue-generating teams with the tools and insights they need to outperform.

However, achieving this requires more than technology. It demands a deep understanding of capital markets combined with digital integration capabilities that connect siloed, legacy systems to a modern, flexible post-trade ecosystem—ready to adapt, scale, and grow with the business.

Finadium Partnership

Wepoint partners with Finadium to bring unmatched expertise in securities finance, repo, collateral, and derivatives. Together, we help global sell-side, buy-side, and utility clients navigate mandates like Treasury/Repo clearing, T+1 settlement, and tokenization—translating regulatory insight into efficient tech and operations transformation

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