Regulatory Services
Our support covers key mandates such as Treasury/Repo clearing, trade reporting, Basel, liquidity, segregation, T+1 settlement, resilience, and financial crimes compliance.
We focus on KYC optimization, payment screening, and alert rationalization, helping clients stay compliant while enhancing operational efficiency.
Discretionary Transformation
We drive enterprise-wide initiatives targeting cost efficiency, innovation, and scalability, while ensuring alignment with regulatory frameworks.
Our post-trade transformation solutions leverage Wepoint’s expertise in data, GenAI, cloud, cybersecurity, and automation, reflecting the cross-functional nature of these programs.
Our Clients
Wepoint empowers the global capital markets ecosystem through strategic partnerships with a diverse client base:
- Banks & Broker-Dealers
Supporting core trading and post-trade activities through tailored transformation programs. - Buy-Side Firms
Delivering optimization and compliance solutions for asset managers, wealth managers, and hedge funds. - Market Utilities
Collaborating with clearing houses, trading exchanges, and reporting repositories to foster 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 are shaping the future of capital markets.
This reach reflects the industry’s increasing interconnectedness, allowing Wepoint to deliver tailored solutions across the full spectrum of market participants.
Our 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 traditional advisory firms. - Exclusive Expertise in Collateralized Trading
Through our partnership with Finadium, we extend our leadership in collateralized finance, bringing specialized insights 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 and operations support
- A cutting-edge cybersecurity practice
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Offshore Scale & Continuity
Our teams in Casablanca and Bordeaux provide expertise in development, modernization, and testing, enabling 24-hour workflow continuity through a follow-the-sun model that optimizes both cost and quality.
Wepoint’s infrastructure is built to keep pace with global demands—seamlessly integrating talent, technology, and time-zone coverage to deliver transformation at scale.
Advisory & Strategy Services for Capital Markets
Capital markets participants face constant pressure to maintain a competitive edge, drive operational excellence, and meet evolving regulatory mandates.
Wepoint helps clients navigate these challenges with a global team of advisors working closely with C-suite leaders across front-, middle-, and back-office functions.
Achieving Competitive Advantage
We help clients unlock new advantages by building modern cloud-based ecosystems that reduce operational costs and fuel innovation.
Our experts guide organizations through the full cloud migration lifecycle, from strategy to execution, covering infrastructure, applications, and data, while addressing cybersecurity, DevOps transformation, and third-party integration.
Our platforms are designed to meet today’s demands, scale for tomorrow, 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 executives focused on achieving ROI through digital transformation, mutualization of common functions, strategic outsourcing, and optimization of non-differentiating processes such as margin management, settlement, and KYC.
Wepoint works closely with clients to interpret new regulations, optimize response strategies, and anticipate future mandates. This includes adapting to evolving requirements such as T+1 settlement (and scalability to T+0), treasury/repo clearing, and enhanced trade reporting obligations.
Enterprise Model Development
Wepoint supports organizations in defining end-to-end business and technology requirements. We design operating models and implementation roadmaps tailored for compliance with DORA, Basel IV, CRR III, and other global regulatory frameworks.
Risk Modelling & Financial Crime Transformation
Our team designs credit, market, and operational risk models aligned with regulatory standards. We bring deep expertise in transforming financial crime compliance, streamlining KYC/AML processes and aligning controls with both regional and global regulations.
Cyber & IT Risk Management
Wepoint conducts regular regulatory impact assessments, develops audit-ready compliance documentation, and builds cyber and IT risk management plans aligned with supervisory expectations and industry best practices.
Insight-Driven Partnerships
Through our collaboration with Finadium, Wepoint clients gain exclusive access to market-leading research and analytics—empowering executive leaders to make data-informed decisions. Our regulatory insights translate into actionable strategies, operational clarity, and measurable business impact.
Industry Collaboration & Technology Integration
Wepoint maintains active relationships with key industry bodies such as ISDA and SIFMA to stay ahead of regulatory trends and shape client strategies. Our vendor-agnostic approach enables clients to assess and integrate critical point solutions into their enterprise architecture with confidence.
Collateral and liquidity are now at the core of banking and capital markets strategy.
Regulatory pressure, risk mitigation demands, and heightened capital sensitivity have turned collateral into a strategic lever for growth, resilience, and efficiency.
Wepoint’s Collateral Advisory practice is purpose-built to help organizations navigate this complexity.
Integrated with our leading risk, regulatory, and technology service lines, it brings a cross-functional lens that spans credit, legal, liquidity, and front-office operations.
In partnership with Finadium, a global leader in funding, financing, and market infrastructure, we deliver best-in-class advisory and technology consulting across the entire collateral lifecycle.
As regulation continues to blur the lines between treasury, trading, and risk, Wepoint helps clients design and implement forward-looking collateral and liquidity strategies, optimizing capital, meeting regulatory expectations, and driving sustainable business performance.
The move to T+1, and soon T+0, settlement cycles is transforming how capital markets operate.
While shorter cycles bring reduced risk, lower capital costs, and operational savings, they also demand a new level of agility, automation, and technology integration.
At Wepoint, we help firms modernize their settlement operations to stay ahead of this shift.
Our experts design and deliver end-to-end efficiency strategies, leveraging advanced technologies—including AI and data automation—to prevent settlement fails and optimize performance.
Working closely with global FMIs, custodians, and market participants, we drive transformation across asset classes—from equities to centrally cleared derivatives—enhancing collateral mobility, liquidity management, and risk control.
As part of broader digital transformation programs, we streamline manual workflows, centralize non-differentiating functions, and unlock enterprise data for smarter decision-making and new revenue opportunities.
Wepoint turns settlement modernization into a competitive advantage.
Industry Challenges
The rise of tokenized assets continues to face structural and regulatory headwinds.
Limited interoperability between DLT platforms and legacy systems prevents seamless post-trade integration, while inconsistent regulatory frameworks across jurisdictions add complexity to cross-border compliance.
Many firms still rely on back-office infrastructures not designed for tokenized workflows, making operational alignment difficult. The absence of standardized, scalable, and open platforms restricts market adoption—and with limited data on tokenization outcomes, firms face growing uncertainty around risk management and strategic planning.
Market Implications
Tokenized assets offer a transformative opportunity for capital markets participants.
They streamline operations, accelerate settlement, and enhance financial outcomes.
Near-instant settlement reduces operational costs and counterparty risk, while enabling real-time liquidity optimization.
Tokenization also opens access to traditionally illiquid asset classes, unlocking new revenue opportunities and promoting broader market participation.
The transparency and immutability of blockchain records strengthen trust, improve auditability, and support regulatory oversight—all while facilitating faster cross-border payments and reducing dependency on traditional banking networks.
How Wepoint can help
Successful blockchain adoption starts with clarity of purpose.
Wepoint helps clients identify the right use cases—aligned to business goals, risk appetite, and market evolution.
We conduct rigorous technical and financial assessments, including ROI modeling, competitor benchmarking, and market fit analysis, to validate investment value.
Our experts navigate complex, multi-jurisdictional regulatory environments to ensure compliance for tokenized assets and smart contracts.
From solution design to implementation, Wepoint delivers resilient architectures with automated smart contracts, seamless legacy integration, and intuitive user experiences—accelerating adoption and unlocking measurable business impact.
Capital markets firms, on both the buy-side and sell-side, face mounting pressure to modernize their middle- and back-office operations.
Evolving regulatory mandates demand infrastructures that are not only compliant today but scalable for tomorrow. At the same time, organizations must deliver measurable efficiency, cost savings, and a clear return on investment.
A strategic approach to post-trade transformation goes far beyond compliance. It fuels front-office performance by unlocking liquidity through faster settlements and by turning trade reporting data into actionable intelligence. When harnessed effectively, this data can refine trading strategies—or even become a new, monetizable asset.
Streamlined clearing and settlement processes bring greater transparency and smarter decision-making across the trade lifecycle, reinforcing resilience and agility.
True transformation, however, extends beyond automation.
It means mutualizing non-differentiating functions—such as margin calculation, regulatory reporting, and trade compression, while equipping revenue-generating teams with digital tools and insights that help them outperform.
Achieving this vision requires more than technology. It calls for deep capital markets expertise combined with advanced digital integration capabilities, bridging siloed legacy systems into a modern, flexible post-trade ecosystem designed to adapt, scale, and grow with the business.
Finadium Partnership
Wepoint partners with Finadium to deliver unparalleled expertise across securities finance, repo, collateral, and derivatives.
Together, we help global sell-side, buy-side, and market utility clients navigate evolving mandates such as Treasury/Repo clearing, T+1 settlement, and tokenization.
Through this partnership, regulatory insight becomes actionable transformation, driving efficient technology adoption, operational excellence, and sustainable performance across the capital markets ecosystem.
Contact
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Thomas Ciulla
Partner
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Hugues Bessiere
Partner