Use Cases > Banking & Financial Institutions

Banking & Financial Institutions

Expand digital asset services with one trusted source of crypto market data

Support trading, investment products, custody, client reporting, and portfolio management using consistent market data across your entire organization.

What are Banking & Financial Institutions?

Banks and financial institutions are expanding into digital assets by offering trading, custody, investment products, wealth management, research, and portfolio services alongside traditional financial products.

As these offerings grow, every department—from trading and investment teams to operations, compliance, and client reporting—depends on consistent market information to support daily decision-making.

Your Challenge

Launching digital asset services is not just about supporting more assets.

Every new product increases the number of teams that rely on market data. Trading desks need live prices, portfolio managers monitor performance, risk teams assess exposure, and client reporting requires consistent valuations. When every department uses different market data sources or pricing methodologies, operational complexity grows quickly and maintaining consistency becomes increasingly difficult.

Biggest Pain Points

  • Launching new digital asset products quickly
  • Maintaining one pricing methodology across the organization
  • Delivering consistent portfolio valuations to clients
  • Supporting trading, custody, and wealth management with the same market data
  • Expanding digital asset coverage without increasing operational complexity
  • Benchmarking investment products against the market
  • Producing historical market data for reporting and analysis
  • Valuing assets across multiple reporting currencies
  • Giving every department access to the same market information
  • Integrating digital asset data into existing financial systems

How CoinAPI Solves These Challenges

Launch New Digital Asset Products Faster

Use one standardized market data platform instead of sourcing and maintaining different market feeds for every new trading, custody, or investment product.

Give Every Team the Same Market View

Provide trading desks, portfolio managers, research teams, risk departments, and client reporting systems with one consistent source of prices, trades, quotes, and historical market data.

Deliver Consistent Client Valuations

Use normalized market data together with the Exchange Rates API to calculate portfolio values using the same pricing methodology across reporting, investment, and operational systems.

Measure Investment Performance

Use the Indexes API to compare managed portfolios, structured products, and investment strategies against established crypto market benchmarks.

Integrate Market Data Into Existing Workflows

Deliver market information through REST APIs, WebSocket streams, FIX, and hosted MCP servers so existing banking systems, internal applications, AI assistants, and client platforms all consume the same market data.

What Changes After Implementing CoinAPI?

What You NeedBefore CoinAPIAfter CoinAPI
Launch new digital asset servicesBuild separate market data solutions for every productReuse one market data platform across trading, custody, investing, and reporting
Keep every department alignedDifferent teams rely on different pricing sourcesUse one consistent market data model across the organization
Deliver accurate client valuationsReconcile prices from multiple providersCalculate valuations using normalized market data and the Exchange Rates API
Benchmark investment productsBuild custom market benchmarks internallyCompare portfolios and investment products using the Indexes API
Support institutional reportingCollect historical market data from multiple sourcesAccess years of historical market data through APIs and Flat Files
Connect existing financial systemsMaintain separate integrations for different applicationsIntegrate through REST APIs, WebSocket streams, FIX, and hosted MCP servers

Who Uses This?

Commercial Banks
Investment Banks
Private Banks
Digital Asset Banks
Financial Institutions
Custodian Banks