Automating paper-based workflows

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Benefits

Operational efficiencies

Digitised paper trades can be easily matched to client submitted trade records, automating the confirmation process and reducing manual overheads

Regulatory compliance 

Fewer processing delays and faster turnaround time helps meet reporting, reconciliation, transparency and audit requirements

Reduced operational risk

Removes reliance on manual processing, reducing mistakes when identifying differences in the transaction records

Cross asset class support 

FX Options, Equity Swaps, Equity Options, Bond Options, NDFs & Commodity Swaps in 2022, with an ongoing roadmap according to requirements

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Historically, the time it takes to process and confirm a paper OTC trade can take days and in some cases weeks. No two documents have the same legal structure – which presents a major headache to a typical investment manager dealing with multiple counterparties and numerous instrument types. Our solution uses AI to adapt to any type of paper transaction, irrespective of length or format. By adding a paper digitisation element to Trade Manager, Investment Managers will be able to process the more convoluted derivatives transactions alongside their existing electronic trade flow – allowing them to monitor all their OTC trades in one place.

—  Umniya Ahmed, Executive Director, Buy-Side Strategy, at OSTTRA

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