One of the top three global brokers in the OTC energy and commodities market needed to streamline their pricing process. Their existing Excel-based models required manual monthly updates, which consumed valuable broker time and created a high risk of formula errors. As market conditions changed, these manual processes slowed response times and affected pricing accuracy.

Sorocca was engaged to design and implement a fully automated, reliable solution. We integrated new live data feeds and implemented curve interpolation to improve pricing precision. The workflow was re-engineered to eliminate manual formula changes, replacing them with automated processes that updated pricing models instantly. One-click reporting was introduced to deliver immediate, client-ready outputs, while advanced charting and analytics gave brokers deeper insights.

A critical feature of the solution was the creation of an automated system to extract and store pricing data regularly. This allowed the broker to develop a comprehensive historical pricing database over time — a strategic asset rarely available in the industry.

By removing manual steps and introducing automation, brokers were able to respond to market movements faster, offer more accurate pricing, and reduce operational risk. The historical database not only improved internal analysis but also created a competitive advantage, positioning the broker as one of the few in the market with a deep, proprietary record of past pricing data.

Key Outcomes:

• Saved brokers hours of manual work every month
• Eliminated risk of formula-based errors
• Delivered more precise, consistent pricing to clients
• Built a unique historical pricing database as a strategic asset