Stage 1
Collect current manuals
Trading Desk Procedure Review
Line-by-line review of desk manuals, escalation trees, and end-of-day close checklists so written procedure matches what traders actually do.
Who it is for
Desks updating manuals after a product launch, staff change, or branch reorganization.
What you walk away with
Revised procedure drafts and a gap list against current floor practice.
Provider
System Branchcore procedure specialists.
Preparation
Share the latest desk manuals and an example of a recent escalation.
Included
- Procedure inventory and version check
- Trader and clerk walk-through sessions
- Marked-up manuals with suggested wording
- Escalation path clarity check
Outside this engagement
- HR policy rewriting
- Market risk model validation
How the work unfolds
Stage 2
Observe or interview for practice gaps
Stage 3
Deliver annotated drafts
Constraints
You retain ownership of all procedure text.