
Payment & Trade Execution
Speed up client transactions by automatically understanding cash faxes and other instructions. Interpret requirements, populate systems and reduce errors.
Benefits
Transform the middle-office with streamlined payment execution
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Fuel new business growthAttract more clients through faster servicing and meet clients where they are.
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Execute transactions fasterProcess transactions faster through automated review of cash faxes.
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Increase control through validationPre-populate internal systems and validate data points in real-time.
Features
Building Blocks
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Classify incoming documentsDetect which documents clients have submitted and ensure that all required documents are present for processing
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Understand transaction instructionsExtract all required data points from cash (custody) faxes and other instructions
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Validate data pointsImprove the control environment through logical validations in real-time
case study
Customer Success

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96%automated data extraction

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10 Daysto configure app