Financial Organizations who engage in managing assets and trading or hedging activities, need to efficiently track and manage these processes and the supporting documentation. This includes all activities from the back office through communicating with the Broker/Dealer. More often than not, inefficient and costly manual processes are supporting this effort for Hedge Funds, Banks, Insurance Companies and the like.

How well does your current system, processes and infrastructure work in managing your Trade Confirmations? How do you currently receive, match, track, route, approve and archive your organizations trade confirmations and contracts? Does your organization have a real-time reporting mechanism that allows the right people in your organization to effectively and efficiently manage their risk?

The Need

To better support and manage all parts of their business, an organization needs to review their Business Processes, Workflows and Technology.
By improving Business Processes and utilizing the CSP solution, an organization can:

• Ensure Accuracy
• Save Time
• Alleviate Back Office Bottleneck
• Ensure Compliance
• Enable Increased Trade Flow and Volumes
• Provide Reporting Capabilities for Management
• Streamline Communication with Counter Parties

The Solution

The Solution manages the lifecycle of trade confirmations from counter party generation through Legal, Trader and Management review. The CSP Solution can scale to meet your needs. The Solution saves an organization time, ensures accuracy, alleviates bottleneck, ensures compliance, enables increased trade flow and saves money by automating a manual process.

Key Solution Features:

• Workflow
• Reporting
• Thin Client
• Audit Tracking
• Java Standards
• Customizable
• Trade System Integration
• Electronic Signature (Click for More Information)

Manage Risk

The Solution leverages the power of a Document/Content Management Repository for library services to enforce Security, Version Control and Lifecycle Management. The Solution will aid in limiting exposure to communication issues between departments, versioning mistakes and legal issues with contract wording. Version Controls ensure that you have the most current version(s) of your Master Agreements and Trade Confirmations.

Contact CSP today to learn more or to schedule a demo.