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P4
Persona — Quotation & hedging
Léo — Trading / Pricing
Real-time pricer · 4 screens · live market data
Chain links operated
A2A3A5B3
Before
Before — Pain points
- Quote requests via email / Slack, untracked
- No link between quote produced and signature obtained
- Manual trigger threshold monitoring (risk of oversight)
- Late hedging post-signature (open exposure for several days)
- Position tracking split between trading book and CRM
With the CRM
With the CRM — Gains
- End-to-end quotation workflow tracked (request → decision)
- Direct link EnergyContract ↔ Pricing amendment ↔ trading book
- Automatic trigger alerts with market data (H2)
- Portfolio view of fixings vs open for hedging optimization
- P&L per contract / per quote accessible in 1 click
Measurable added value
Measurable added value
< 1 h
quote turnaround
0
missed trigger threshold
+3%
gross margin (optimized pricing)