Trade Entry/Trade Capture
Automation can increase efficiencies in the entry of trade details.
This process includes receipt of trades executed by outsourced portfolio and asset managers via Excel sheets to enter into the trade booking system.
Customers who viewed this use case also viewed
Treasury Client Servicing Inbox
Trade operations receive high volumes of emails. Examples of email requests include payments, advanc...
Transfer Agent Confirmation
In an automated process, bots expedite confirmation of transfer agents.
This can include analysis o...
Trade Exceptions & Reconciliation
Leverage WorkFusion to automate trade matching for brokers on financial information exchange (FIX) a...
Trade Confirmation Generation
Intelligent Automation can streamline the generation of trade confirmations, which includes executin...
Termsheet Intake and Management
In this process, banks receive term sheets via email from third-party financial institutions, includ...
Market Operations Inbox
Let Intelligent Automation take care of your market operations inbox - use bots to open shared mail...