Industry pressure and regulatory oversight have increased the need for trade and derivative documentation processes that yield timely and accurate results. But financial institutions are also facing many other demands, such as periodic trade volume increases, large trade confirmation backlogs, central counterparty (CCP) alignment, increasing product complexity, high operations staff turnover and a corporate focus on cost reduction.

We can help firms create efficiencies and reduce the costs associated with trade documentation with an end-to-end solution that includes everything from strategic advisory and workflow design to operational and technical support and outsourcing. Whether you are reevaluating and rebuilding processes from the ground up, or implementing a new trade documentation system, we can provide the operational enhancements needed to foster growth, minimize risk and improve profitability. Our solution includes support in the following areas:

• Advisory services — We can help in all facets of post-trade execution, including trade settlement, confirmation and data auditing—and the workflow processes that support them.
• Technology — We can provide the enterprise integration and change management services needed to help you get the most from your systems, such as Scrittura, Autonomy and Thunderhead—and modify them to meet evolving requirements.
• Operations — Our practitioner-level experience allows us to provide immediate value in all areas, including template drafting, term sheets, confirmations, trade affirmation, broker checks, MarkitSERV uploading, counterparty chasing, ISDA and MCA negotiation and more.
• Outsourcing — We offer a wide range of services that includes affirmation, broker checks, drafting, chasing, query resolution, closing, ISDA and CSA negotiation, trade data to documentation reconciliation, data uploads, system migrations and data integrity checks.