Delve into the complexities of Post-Trade Management and Middle-Office Automation, where illiquid assets like Paper, Physical, and Shipping are traded through traditional voice channels. This exploration reveals challenges in manually processing deal confirmations received via mail, exposing businesses to risks of double entries, financial vulnerabilities, and time inefficiencies.
With confirmations arriving in diverse formats and interfacing complexities with legacy systems like CRM, ERP, and CTRM, innovation becomes imperative. Enter Post Trade Automation – a solution streamlining processes, mitigating risks, and shaping a more efficient future in the middle office.
Post Trade Management Challenges
Illiquid « assets » (Paper, Physical, Shipping) are often traded by voice
Deal confirmation is then received by mail and has to be processed manually
Double entries are generating error risks, financial risks and waste of time
Deal confirmation can have multiple formats : pdfs, email, chats, xls, …
Legacy systems (CRM, ERP, CTRM, …) are not always easy to interface
Post Trade Automation
Sample business case
