Learn how financial services companies can realize the value of generative AI and document intelligence in operations.
Supporting your post-trade processes
Our capital markets operations product contains five modules to support automation and modernization of your post-trade operational processes.
- Account onboarding/opening - consolidate the relationship management, onboarding and account opening of customers.
- Client outreach - automate customer communication, track incoming responses and reduce manual processing for market-led and scheduled actions.
- Transaction management and settlement - automate transaction-led processes, such as trade capture, allocation and validation.
- Confirmations - gain control of the issuance and matching of multi-asset confirmations.
- Reconciliations - accelerate processing of simple to complex reconciliations end-to-end, for greater data transparency, accuracy, and control.
Expedite onboarding and account opening
Seize opportunities faster and comply with T+1 regulation.
Rapid client outreach
Quickly react to market events requiring client outreach.
Streamlined trade management and settlement
Speed up the capture and nurture critical trade information to orchestrate through the trade lifecycle.
Simplify the issuance and exchange of trade confirmations, across all asset classes.
Accelerate your processes so that quickly solving exceptions becomes the norm.
Global Trade Operations
My operations team previously had to review every single email and categorize them for further processing. They usually spend two to three days per month working overtime.
End-to-end trade lifecycle and operational process management enables the rapid movement of high trade volumes and maximum straight through processing.
Automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control.Learn more
Consolidate and control the issuance and matching of multi-asset confirmations for regulatory compliance.Learn more
Reform customer communication with automated document generation, distribution, and tracking.Learn more
Boost your ROI, guarantee compliance and minimize risks.Learn more
Manage your challenges
High volumes of trades, transactions and documents are processed by financial institutions daily, subject to exacting regulations. T+1 for US and Canadian securities trades will force increased automation and technology upgrades.
Customer dissatisfaction associated with incorrect information or transaction processing delays can lose you business.
Get in touch
Our capital markets experts will help you achieve greater efficiencies across the post-trade lifecycle.
Our focussed approach to the financial industry
Understanding evolving market needs and constant regulatory change, we help financial institutions convert fragmented data into trusted, reliable sources.
Explore our solutions
Our tax processing product enables end-to-end, automated, operational withholding tax processing capabilities.
Helping financial institutions to automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control.
Boost your ROI, guarantee compliance and minimize risks: discover how our platform can transform your client management and transaction workflow processes.
Featured insights and resources
Get our expert insights and resources to learn more about automating asset management processes, data management and how we’re supporting financial services transformation.
Ditch manual hassles today for seamless T+1 tomorrow.
Our cars can park themselves when we arrive at the office and ChatGPT can write emails for us - but many financial firms still receive faxes on a daily basis.