Support

We believe that the most effective trading platforms combine human support with technology and to that end ZATS Trading Platform provides each member with an experienced coverage team that includes a ZATS Account Manager, ZATS Trading Professional, and our Trade Support Specialist which help members with the transaction cycle from trade implementation and execution to settlement.  Below is an overview of ZATS Trading Platform coverage team and specific responsibilities.

ZATS Trading Platform Account Managers (ZAM's) serve as the external face of the company to our member community. They are our customers' primary point of contact, and are versed in understanding trading systems and how they relate to our members unique trading strategies. ZAM's have knowledge of the ever-changing trends in the institutional trading industry, the alternative investment marketplace, and are able to articulate how these areas fit together to the ZATS Trading Platform Member base. ZAM's have specific expertise in various ZATS Trading Platform member groups and are assigned coverage accordingly.  ZAM's also act as the liaison between the member and the ZATS Trading Platform support team, and can immediately troubleshoot customer issues as they arise.

ZATS Trading Professionals (ZTP’s) serve as our members trading desk point of contact and are experienced trade executions specialists with in-depth knowledge of the special needs of ZATS Trading Platform members as it relates to trade execution and strategy.  ZTP’s provide direct execution coverage and interact with both our members and ZAM’s to provide users with high level trading desk support and  have an understanding of the complexity and uniqueness of the illiquid securities traded on ZATS Trading Platform helping members with the market color and insights needed to successfully execute transactions with maximum anonymity and minimal market impact.

The Trade Support Specialist (TSS) provides the first line response to customer website and system functionality questions and issues including membership, securities listings, trade settlement issues, and the ZATS Trading Platform.  The TSS records all queries in our customer tracking system, if there are specific capital markets or product questions the client is referred to the appropriate ZAM. The TSS is the interface between ZATS Trading Platform functionality and back office support and effectively communicates with customers to bring resolution customer queries. The TSS also communicates with the technology staff and the ZAM to assist with new users and resolving customer issues on an ongoing basis.  The TSS will provide training on the ZATS website to new users which include basic trading platform functionality, and specific trading information related to our products and services.