From Exchange to OTC trading
and financial clearing related topics.

We’ve got you covered. Just ask.

Clearing Management

Margins and collaterals (both LoC’s and cash) have to be used in a optimized way. Therefore CMeXs provides you with a regular review of the clearing portfolios by one of our analysts. This inventory will immediately tell you the optimization potential in your trading positions. Close out, netting, portfolio reconciliations, cross commodity effects are just a few terms within the wide range of specialism that CMeXs offers you to gain optimum results.
In a 5-min video we explain you in more detail how we can optimize your clearing portfolio in 6 steps      click HERE
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Selection of Clearing Broker

You decide to go for a high level of security and want to have your positions protected by clearing. But who is the most interesting clearing broker that will fit your service needs at a decent price?
CMeXs helps energy and commodity market participants save time and money by guiding them through the complex process of selecting the right clearing partner. With deep expertise in clearing services and financial markets, CMeXs reduces operational burdens, ensures you get exactly what you need at the most competitive conditions, and supports you with financial structures that strengthen your cash position. This allows you to fully focus on your core trading and business activities while gaining confidence in your clearing setup.

Select the right Trading Facility: OTC or Exchange

How to select the right and most cost effective trading channel?  Should you trade bilaterally, use OTC brokerage or is exchange trading the best solution for your business? Choosing the right trading channel is not always straightforward. However, with the right guidance, you can make a decision that is both cost-effective and strategically aligned with your goals.
At CMeXs, we help you evaluate all available options. Based on your unique situation, we develop a transparent overview that not only matches your long-term strategy but also takes into account your most pressing short-term requirements.
Because every company is different, we carefully consider your trading activity, financial provisions, and risk strategy. We then match these to market characteristics, regulatory frameworks, and commodity-specific dynamics. Consequently, you receive a tailored solution that optimizes both efficiency and compliance.
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Exchange Membership Application / Market Access

Each exchange has a different application process. Instead of being overwhelmed by unclear and time-consuming administrative burdens, CMeXs guides you smoothly and quickly through the whole application process. We explain exactly which documents are needed for the KYC process, where and by whom signatures are needed, how to provide the necessary guarantees and which kind of obligations must be fulfilled.
In addition, our seasoned experts can coordinate the thechnical side of connecting trading screens and interfaces ensuring a seamless start.
Result is a faster market access, leaving you with much more time to concentrate on the business. You stay focussed on taking full advantage of the opportunities.

Default Management

When a CCP member defaults, speed and structure are critical and highly sensitive. For CCPs, they require strong and transparent processes to safeguard market stability. For trading members, they can present opportunities to acquire positions at attractive, discounted prices.

CMeXs, with many years of experience on CCP and trading member side, supports both CCPs and trading firms. We help you with the design and optimization of  best-in-class default management processes and frameworks. This includes the creation of clear governance and workflows that withstand regulatory and market scrutiny. With transparent, coordinated procedures across all involved stakeholders, fast and efficient acting is ensured to mitigate risks and optimize results.

With CMeXs, both CCPs and trading firms gain a trusted partner who transforms default management from a reactive burden into a structured, value-adding process that safeguards stability and enhances performance.

Independent validations for CCP’s

A change in methodologies, risk approaches, operational setup or processes requires an independent review and validation of the impact, risks and results. The CMeXs experts have a broad level of experiences covering a wide angle of topics. They will give you an independent and objective feedback that will help you manage the implementation, understand the impact and allow you to smoothen the transitions.
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Processing your transactions

Trading may look simple with a button click, however correct and efficient administration is crucial for long-term success and compliance. Will you rely on basic deal ticket lists, or move toward sophisticated automation using market-leading trade capture systems for higher efficiency? Is there a requirement to run full reconciliations of transactions and positions and which features are truly essential to meet your business requirements?

CMeXs stands at your side, helping you design and implement processes that follow best-in-class market standards while remaining tailored to your unique needs. Furthermore, we guide you with clear, practical methodologies. As a result, your team achieves operational excellence, greater reliability, and reduced administrative risks.

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Margin management

Margin calls can heavily touch your cash liquidity. Therefore it is important to ensure you are providing the right level of guarantees to the clearing bank / CCP. You might want to set up a clear check and govern a clear and accurate control process. You also might want to minimize the margin levels by optimizing your positions across all commodities in your trading portfolio.
CMeXs provides you with an added value by bringing in the experience and knowledge, even for complex portfolios. We support you with the implementation of effective margin calculation methodologies, developing knowledge on SPAN/VaR tools. We can even offer you access to more sophisticated margin tools via the CMeXs margin portal. This CMeXs margin portal connects you to one of the leading margin tools including available features as scenario simulations etc.
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Risk & Controls

In a area of complex techniques, rules and new processes it is difficult to ensure that you stay in full control on all activities. We will make sure to guide you to a right set of controls based on a realistic inventory on the risks. Risks are not only related to your core business but might be hidden in internal processes as well. A decent Risk and Control Management is not that difficult as you might think. Especially not when CMeXs is your partner.

Build / Reorganise Operations

Building a solid and efficient back-office operations department is crucial for long-term business success and sustainable growth. CMeXs professionals help you design operations with a strong focus on high-quality service, lean processes, and measurable efficiency improvements. From process setup to staff selection, we ensure your back office is prepared to meet both today’s and tomorrow’s business challenges. Additionally, we provide tailored training to upskill your employees, ensuring they operate at the highest professional standards. Our wide-ranging expertise covers organizations of all sizes — from SMEs to stock-listed companies — making our solutions adaptable and scalable.

With CMeXs, you gain proven guidance to create a resilient, efficient, and future-proof operations department that fully supports your trading and clearing business.

Advisory Board functions

Advisory boards are commonly used to bring in experts to advise a company’s management team in a non-binding manner. In this way, many startups and private companies are able to benefit from our knowledge, without the formality, commitments and legal responsibilities that come with appointing/hiring a director to the board.

With a CMeXs professional on your advisory board, you gain expertise that constructively supports strategy, company image, business priorities, and market-related challenges. Additionally, our experts provide critical insights on risk, clearing, and trading structures, ensuring your decisions are well-informed and aligned with long-term objectives. Our involvement also connects you to a strong industry network. This includes exchanges, CCPs, regulators, clearing providers, and counterparties, helping you access opportunities faster.

Would you like to explore how advisory board support could strengthen your business? Contact us today to discuss your specific situation and needs.

The CMeXs Core Values

CMeXs is a management consultancy known for a non-conventional approach. Nothing is what it seems to be and different ways to look at things are the guarantee for astonishing and profitable results.

At the same time CMeXs is known for factual analyses and inventories that are used for deliberative recommendations and solutions. A practical and efficient approach combined with well prepared implementations is the guarantee for a cost effective spend of investments.