Trade Confirmation Generation
Intelligent Automation can streamline the generation of trade confirmations, which includes executing the order after the trade and matching for brokers and traders between the system of record and email confirmations.
Customers who viewed this use case also viewed
Termsheet Intake and Management
In this process, banks receive term sheets via email from third-party financial institutions, includ...
Prohibited Holding Identification
In this process, WorkFusion can take care of digitizing broker-dealer statements for employees, extr...
Securities Master Reconciliation
In this necessary process, incoming or outgoing securities trades are confirmed against a securities...
Non-ACATS Settlement Support
Incoming securities that cannot be settled or processed through ACATS require manual review of trans...
Corporate Action Processing
Intelligent Automation can assist with the corporate action lifecycle, including announcements, gene...