CUSIP Monitoring
Leverage WorkFusion to automate this time-consuming process: getting data from the vendor, extracting data from customer prospectus, reconciling the data, and inputting the data into the system.
Customers who viewed this use case also viewed
OTC Derivative Reconciliation
With different processing times and triggers, multiple contracts, manual processes, and an increased...
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...
Static/Reference Data Management (Securities Master)
WorkFusion can automate the entry of new securities ISIN or CUSIP codes and other identifying inform...
Termsheet Intake and Management
In this process, banks receive term sheets via email from third-party financial institutions, includ...