Execute transactions
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Execute your clients transactions without delay exceeding their satisfaction.
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Ensure an efficient exchange of information by benefiting from an automated process, avoiding missed deadlines and financial losses.
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Guarantee controls are carried out on time, with smooth execution of transactions automating your processes.
Are you facing these challenges?
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Last-minute stress to execute transactions on time
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Wasting time and getting frustrated because of manual document handling
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Missing transaction documents that never get followed up
This is how we can help you
Connect
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Load or create transaction data in the system
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Connect all relevant stakeholders and data
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Connect documents to transactions
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Connect checklists and other controls automatically
Connect
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Load or create transaction data in the system
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Connect all relevant stakeholders and data
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Connect documents to transactions
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Connect checklists and other controls automatically
Automate
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Create automated workflows for different transaction types and asset classes
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Automatically launch deal workflows that create checklists, perform controls, produce documents and involve people
Automate
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Create automated workflows for different transaction types and asset classes
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Automatically launch deal workflows that create checklists, perform controls, produce documents and involve people
Monitor
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Review deal flow and transaction status on simple dashboards
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Aggregate and review document completeness at any level (client, entity, asset, transaction etc)
Monitor
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Review deal flow and transaction status on simple dashboards
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Aggregate and review document completeness at any level (client, entity, asset, transaction etc)
Decide
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Validate and record pre-trade and post-trade controls
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Record deal committee decisions where applicable
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Validate transaction documents, and obtain electronic sign-off
Decide
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Validate and record pre-trade and post-trade controls
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Record deal committee decisions where applicable
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Validate transaction documents, and obtain electronic sign-off