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

Fuel new business growth

Attract more clients through faster servicing and meet clients where they are.
Execute transactions faster

Process transactions faster through automated review of cash faxes.
Increase control through validation

Pre-populate internal systems and validate data points in real-time.

Features

Building Blocks

Classify incoming documents

Detect which documents clients have submitted and ensure that all required documents are present for processing
Understand transaction instructions

Extract all required data points from cash (custody) faxes and other instructions
Validate data points

Improve the control environment through logical validations in real-time

case study

Customer Success

96%

automated data extraction

10 Days

to configure app