Meritsoft CSDR Manager’s data driven solution is underpinned by our proven FINBOS technology and is delivered by Meritsoft’s experienced operational experts who understand how to automate ops processes.
Reduce the cost and complexity of compliance by taking advantage of CSDR Manager’s pre-configured CSDR and Buy-In workflows that enable you to accelerate the delivery of your CSDR solution.
CSDR Manager’s rules-based workflow applies an auditable maker/ checker at user determined frequency throughout the system, ensuring information is correct and providing confidence that you become compliant.
Records a detailed audit repository of communications across the whole trade cycle.
Remove the restraints associated with extensive manual processing and in-house built legacy systems via our rules-based workflow automation engine.
Reduce headcount and administrative costs with a clear and transparent workflow processes that enables tasks to be completed in significantly less time.
Have the real-time intelligence you need to support volume processing and decision-making.
Get 360º transparency of the balance sheet, commonly unavailable to most operations teams so that you can:
- Control debt management and implement provisioning strategies.
- Have the information you need to develop global strategy and vision.
- Have confidence in knowing regulators can observe a fully transparent and monitored trading cycle.