Profile Overview

• Role: Head of IT
• Organization: Custodian Bank
• Experience: 12 years in IT management
• Responsibilities:
  • Oversees system integration and ensures real-time data flows.
  • Manages IT infrastructure for FX operations and reconciliation.
• Tools: Proprietary software, APIs for trading platform integration.
• Challenges:
  • Data silos and poor integration between systems.
  • Legacy infrastructure causing inefficiencies.
• Desired Features:
  • APIs for seamless integration.
  • Real-time data sync with error monitoring.
• Openness to AI: Open but requires traceability and audit capabilities.

Interview Response

Introduction

• Script:

  "Thank you for taking the time to speak with me today. We’re designing an FX repatriation dashboard aimed at improving workflows for treasury managers and IT teams like yours. Today, we’ll discuss your workflows, challenges, and what features would add value to a tool like this."

Warm-Up Questions

• Can you tell me about your role and responsibilities?

  "I manage IT systems that support FX trade execution and reconciliation. My team ensures that external platforms like Bloomberg integrate seamlessly with our internal systems and that our data flows remain accurate and secure."

• How long have you been managing FX-related workflows?

  "I’ve been working in this space for 12 years, with a focus on system integration and IT infrastructure for financial operations."

• What tools or platforms do you currently use?

  "We rely on proprietary software for reconciliation and APIs to connect with trading platforms. However, building and maintaining these integrations is resource-intensive."

Workflow and Tools