Transforming the trade lifecycle for efficiency, resilience and growth

Trading organisations today are under increasing pressure to operate with speed, accuracy and cost‑efficiency - while navigating growing product diversity, data and technology complexity and evolving market structures. Even in mature operations, small breaks in the trade lifecycle can slow performance, introduce operational risk, and erode margins. 

Trading Operations Excellence (TOE) is Baringa’s structured, end‑to‑end approach to strengthening trading operations. We help you understand where inefficiencies really sit, design targeted improvements, and implement sustainable change that unlocks flow, control and scalability. 

We are offering you full support from (1) assessing your problem into (2) finding the right solution for you to (3) implementing it in the right way: 

1. Assess your challenge 

We begin with a Rapid Health Check & Maturity Assessment to benchmark your trading lifecycle against peers and best practice. 

Across process, people, data, and systems, we identify breaks, manual workarounds, architectural gaps and downstream bottlenecks — providing a clear view of where operational friction sits and where improvement will deliver the greatest value. 

2. Design the right solution 

We map FO–MO–BO “happy‑path” flows and evaluate your operating model using our Capability & Architecture Heatmaps and detailed Value‑Chain Analysis. 

Through collaborative Creative & Prioritisation Sessions, we co‑design improvement options and use feasibility/value filters to shape a transformation roadmap that is practical, sequenced, and aligned to your strategic ambition. 

3. Implement effectively 

We support you in translating the roadmap into action—whether through Target Operating Model definition, process redesign, data uplift, controls enhancement, or digital innovation and automation. 
Our approach focuses on embedding capability, ensuring that improvements are adopted, sustained, and able to scale as your business grows. 

What you gain from the journey 

Partnering with Baringa gives you: 

• Full visibility of your lifecycle performance - a clear, evidencebased understanding of where inefficiencies and risks originate. 
• A valuedriven improvement short-, mid-, and long-term roadmap - prioritised initiatives that strengthen flow, control and cost-to-operate. 
• More resilient, scalable operations - with reduced manual effort, higher firsttime accuracy, and improved end-to-end transparency. 
• Embedded capability, not dependency - we build your team’s confidence and skills to sustain and extend improvements long after the engagement. 

For more information contact one of our experts: Theis Egan, Katrin Behte, Sören Eriksen and Ida Elversson.