Transfer Agent Confirmation

Trade operations receive high volumes of emails. Examples of email requests include payments, advances, rollovers and pay-off requests. Automate ha...

In an automated process, bots expedite confirmation of transfer agents. This can include analysis of documents to confirm details of a customer order...

Leverage WorkFusion to automate trade matching for brokers on financial information exchange (FIX) and address trades that are not automatically match...

Automation can increase efficiencies in the entry of trade details. This process includes receipt of trades executed by outsourced portfolio and asse...

Intelligent Automation can streamline the generation of trade confirmations, which includes executing the order after the trade and matching for broke...

Automation can streamline data entry of large bond-issuance documents. This process includes identification of data from prospectuses and other core ...