DocsStream – OTC
Post Trade Automation
An elegant technological solution to automating, streamlining and bringing agility to the world of OTC trade processing.
Challenges
Lack of automation of OTC trade processing.
The workflows of OTC confirmations are often broken, inefficient and increasingly manual, requiring resources and time to process.
Inefficient and fragmented workflows.
Manual processes, broken workflows and various platforms, create chaos, less effective work and inefficient collaboration between various teams.
Highly manual processes
prone to human error
More automation, means less manual processing, less human error, lower costs and more accuracy.
Ineffective and broken communication
Lack of automation and single platform, creates substantial risks for communication between teams and internal and external counterparties.
Increased operational risks
and costs
Less manual work and more automated processes contribute to increased operational compliance and reduces risks and costs of errors.
Multiple systems
usage
Different systems, broken communications and no single system of truth, contribute to human errors, difficulty of maintaining several systems, inefficiencies between teams and increased costs of oversight.
Our Solutions
Seamless Confirmations Review
DocsStream automatically reviews otc
confirmations and approves if no problems are
identified.
Integrated workflows & STP processing
Smart workflows that allows frictionless communication between trading, legal, ops and external teams. Say no to costly manual processes & to never ending email trails.
Template Designer
Design your own templates or simply upload templates you have, and system will auto match against assigned confirms.
AI powered platform
DocsStream technology understands any text, contract or confirmation regardless of form or phrasing and can compare against your company’s policy or legal templates.
Reconciliation capabilities
Automatic tick back of paper confirmations against all trading systems and highlighting breaks. Our APIs are configured to support plugins to industry common systems such as Front Arena, Murex, Calypso
Statistics & Reporting
Real time dashboards, periodic reporting capabilities, exception monitoring and configurable stats reports.
