PHILADELPHIA, Pa., Nov. 17, 2023 — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that Baird, an international financial services firm, has joined Agile’s broker-dealer network. Agile clients already approved with Baird will automatically see them added as an option for individual and competitive trading, and clients interested in an introduction can contact Agile or work with their Baird representative for more information.
“Baird’s partnership with Agile allows us to provide our clients best in class service in a space where every basis point matters. Our mortgage professionals understand the risks mortgage lenders face in a variety of markets, and Agile provides an efficient and reliable tool our clients need to manage those risks. The increased flow we have seen through the Agile system has been crucial to our growth in this space and will continue to be for many years to come.” says Jason Walters, Managing Director, Baird Fixed Income Institutional Sales and Trading.
Agile’s mission is to unlock the potential of an electronic marketplace and grow its network of lenders and broker-dealers to efficiently interact with the market and their counterparties.
Agile’s broker-dealer network now consists of 20 broker-dealers with access to a growing pool of mortgage lenders who trade TBAs. With easy electronic access to new clients and added volume, Agile’s electronic RFQ platform and MBS pool bidding provides MBS and all broker-dealers on the platform with increased trading partners and requests, heightened granularity and speed, and an excellent client experience.
Founded in 1919, Baird is an employee-owned, international financial services firm with offices in the United States, Europe and Asia, and over $405 billion in client assets (a/o 6/30/23). Baird has been included on the Fortune 100 Best Companies to Work For® list for the past 20 years, and has approximately 5,100 associates serving the needs of individual, corporate, institutional and municipal clients. Baird is the marketing name of Baird Financial Group. For more information, please visit www.rwbaird.com.
The industry’s first MBS fintech, Agile brings together lenders and dealers of all sizes onto a single platform. Agile facilitates the exchange of TBA MBS by securing and automating communication between mortgage lenders and broker-dealers. Agile digitizes the historically phone-based process to an electronic platform which may improve profitability and efficiency, while reducing administrative errors. Through its competitive TBA RFQ digital platform, mortgage lenders gain access to national and regional broker-dealers previously inaccessible on digital platforms, while broker-dealers gain access to an ever-growing network of lenders. Based in Philadelphia, Agile Trading Technologies supports a national network of clients with a team of capital markets professionals who have deep trading experience at financial organizations of every size. Learn more: https://trade-agile.com/.
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 Past results do not guarantee future performance. Source: MCT Study of Digital RFQ Implementation February 2021