From Manual Struggles to AI-Driven Efficiency: Transforming Trade Confirmation

Case Study

From Manual Struggles to AI-Driven Efficiency: Transforming Trade Confirmation

A market use case on how Arcesium’s AI-powered trade capture solution can help firms significantly improve the operational workflow of their trade confirmation process.

Market Challenge

Investment managers face significant challenges when relying on manual processes and outdated technology to confirm hundreds of trades daily. In today’s markets, most trade confirmations are digital, but these legacy systems often lack the interoperability and flexibility to adapt to evolving market demands. Without the support of AI-driven tools or intelligent automation, operations teams must manually match trade details across emails, spreadsheets, and disparate systems—an error-prone and time-consuming task.

Arcesium's Solution

To address these challenges, Arcesium has developed an advanced AI-driven solution within its Opterra platform. The AI-powered trade capture solution was designed to automate and optimize trade confirmation processes, improving accuracy, speed, and operational efficiency. Key features include:

  • Automated error detection
  • Suggested solutions
  • Real-time monitoring
  • Enhanced operational efficiency
  • Data integrity and accuracy

Market Benefits 

Arcesium’s agentic AI kickout tool will enable managers to transform their trade confirmation process, achieve greater efficiency, and establish operational excellence. The AI-driven solution not only addresses the immediate challenges but also positions the firm for long-term success in a rapidly evolving financial landscape.

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