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Dealing Workflows: Time to Go Digital?

Let’s face it – manual dealing workflows can sometimes be inefficient. All that paperwork, phone calls, and spreadsheet tracking leads to wasted time and headaches. Might there be a better way?

Enter digital dealing platforms that are game-changers for workflows. These platforms offer features like smart matching algorithms, negotiation protocols, and lifecycle management tools that automate repetitive tasks like trade discovery, allocation, and post-trade processing. 

For example, our clients report saving 25-30% of time per trade by eliminating manual steps. The automated workflow also reduces operational risks for platform trades with full audit trails.

Not only can you execute trades faster with a smoother workflow, but you also gain much more visibility into risk exposures and compliance factors. Digital dealing also enables detailed audit trails, essential for meeting regulatory requirements.

With just a few clicks you can connect to a broad network like Wematch’s community of over 1000 dealers at 90 institutions across the globe. More connections mean better prices and opportunities for you and your customers across asset classes.

Automated dealing platforms aren’t just helpful tools, they are necessities for efficient operations today. Digital workflows cut costs, reduce risks, and unlock new potential. 

To learn more, reach out.

Pic Credit: Freepik

The views and opinions expressed are for informational and educational purposes only as of the time of the writing/production and may change at any time. The material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

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