Automate your operations with AI.
Automate your operations with AI.
Automate your operations with AI.
Automate your operations with AI.
Our AI agents can process data in any format, reconcile against your systems, and handle exceptions automatically.
Our AI agents can process data in any format, reconcile against your systems, and handle exceptions automatically.
Our AI agents can process data in any format, reconcile against your systems, and handle exceptions automatically.
Our AI agents can process data in any format, reconcile against your systems, and handle exceptions automatically.
How it Works
How it Works
How it Works
Automate your workflows with AI that understands financial operations.
Automate your workflows with AI that understands financial operations.
Automate your workflows with AI that understands financial operations.
Eliminate hours of daily manual work and reduce operational risk.
Eliminate hours of daily manual work and reduce operational risk.
Eliminate hours of daily manual work and reduce operational risk.
How it Works
Automate your workflows with AI that understands financial operations.
Eliminate hours of daily manual work and reduce operational risk.
Universal Data Processing
Universal Data Processing
Universal Data Processing
Universal Data Processing
Handle any format - emails, PDFs, Excel files, PB statements - regardless of structure or layout.
Handle any format - emails, PDFs, Excel files, PB statements - regardless of structure or layout.
Handle any format - emails, PDFs, Excel files, PB statements - regardless of structure or layout.
Handle any format - emails, PDFs, Excel files, PB statements - regardless of structure or layout.
Intelligent Extraction
Intelligent Extraction
Intelligent Extraction
Intelligent Extraction
Identify and extract critical trade details, amounts, and counterparty information automatically.
Identify and extract critical trade details, amounts, and counterparty information automatically.
Identify and extract critical trade details, amounts, and counterparty information automatically.
Identify and extract critical trade details, amounts, and counterparty information automatically.
Multi-System Reconciliation
Multi-System Reconciliation
Multi-System Reconciliation
Multi-System Reconciliation
Compare against your OMS, risk systems, or accounting platforms to identify exceptions.
Compare against your OMS, risk systems, or accounting platforms to identify exceptions.
Compare against your OMS, risk systems, or accounting platforms to identify exceptions.
Compare against your OMS, risk systems, or accounting platforms to identify exceptions.
Exception Resolution
Exception Resolution
Exception Resolution
Exception Resolution
Investigate root causes, suggest actions, and intelligently resolve exceptions with a human in the loop.
Investigate root causes, suggest actions, and intelligently resolve exceptions with a human in the loop.
Investigate root causes, suggest actions, and intelligently resolve exceptions with a human in the loop.
Investigate root causes, suggest actions, and intelligently resolve exceptions with a human in the loop.
Use Cases
Use Cases
Use Cases
Use Cases
Discover where AI can deliver value.
Discover where AI can deliver value.
Discover where AI can deliver value.
Discover where AI can deliver value.
Our AI handles complex processes across your entire middle office.
Our AI handles complex processes across your entire middle office.
Our AI handles complex processes across your entire middle office.
Our AI handles complex processes across your entire middle office.
Trade Recaps
Extract trade details from manual and voice trade emails, reconcile against your book, and identify breaks.
Long Form Confirms
Process complex OTC derivative confirmations, match terms against your records, and identify issues instantaneously.
Corporate Actions
Process all corporate action notices, extract election deadlines and options, and automate response workflows.
Position Reconciliation
Pull position data from counterparty reports, reconcile against your systems, and identify root causes of variance.
Cash Flow Matching
Extract payment data from notifications, match against expected cash flows, and investigate differences.
Trade Recaps
Extract trade details from manual and voice trade emails, reconcile against your book, and identify breaks.
Long Form Confirms
Process complex OTC derivative confirmations, match terms against your records, and identify issues instantaneously.
Corporate Actions
Process all corporate action notices, extract election deadlines and options, and automate response workflows.
Position Reconciliation
Pull position data from counterparty reports, reconcile against your systems, and identify root causes of variance.
Cash Flow Matching
Extract payment data from notifications, match against expected cash flows, and investigate differences.
Trade Recaps
Extract trade details from manual and voice trade emails, reconcile against your book, and identify breaks.
Long Form Confirms
Process complex OTC derivative confirmations, match terms against your records, and identify issues instantaneously.
Corporate Actions
Process all corporate action notices, extract election deadlines and options, and automate response workflows.
Position Reconciliation
Pull position data from counterparty reports, reconcile against your systems, and identify root causes of variance.
Cash Flow Matching
Extract payment data from notifications, match against expected cash flows, and investigate differences.
Trade Recaps
Extract trade details from manual and voice trade emails, reconcile against your book, and identify breaks.
Long Form Confirms
Process complex OTC derivative confirmations, match terms against your records, and identify issues instantaneously.
Corporate Actions
Process all corporate action notices, extract election deadlines and options, and automate response workflows.
Position Reconciliation
Pull position data from counterparty reports, reconcile against your systems, and identify root causes of variance.
Cash Flow Matching
Extract payment data from notifications, match against expected cash flows, and investigate differences.
Key Benefits
Key Benefits
Key Benefits
Key Benefits
Supercharge your team with effortless automation.
Supercharge your team with effortless automation.
Supercharge your team with effortless automation.
Supercharge your team with effortless automation.
Revolutionize your workflow to reduce workloads once and for all.
Revolutionize your workflow to reduce workloads once and for all.
Revolutionize your workflow to reduce workloads once and for all.
Revolutionize your workflow to reduce workloads once and for all.
Reduce operational costs
Reduce operational costs
Reduce operational costs
Reduce operational costs
Boost productivity and reduce manual efforts for your operations team.
Boost productivity and reduce manual efforts for your operations team.
Boost productivity and reduce manual efforts for your operations team.
Boost productivity and reduce manual efforts for your operations team.
Minimize risk
Minimize risk
Minimize risk
Minimize risk
Reduce exposure to operational & counterparty risks by digitizing your unstructured data.
Reduce exposure to operational & counterparty risks by digitizing your unstructured data.
Reduce exposure to operational & counterparty risks by digitizing your unstructured data.
Reduce exposure to operational & counterparty risks by digitizing your unstructured data.
Boost capacity
Boost capacity
Boost capacity
Boost capacity
Scale your operations without adding headcount as trading volume grows.
Scale your operations without adding headcount as trading volume grows.
Scale your operations without adding headcount as trading volume grows.
Scale your operations without adding headcount as trading volume grows.
Protect sensitive data
Protect sensitive data
Protect sensitive data
Protect sensitive data
Enjoy peace of mind with maximum data security to safeguard sensitive information.
Enjoy peace of mind with maximum data security to safeguard sensitive information.
Enjoy peace of mind with maximum data security to safeguard sensitive information.
Enjoy peace of mind with maximum data security to safeguard sensitive information.
Support custom workflows
Support custom workflows
Support custom workflows
Support custom workflows
Handle bespoke processes without needing custom training or lengthy implementations.
Handle bespoke processes without needing custom training or lengthy implementations.
Handle bespoke processes without needing custom training or lengthy implementations.
Handle bespoke processes without needing custom training or lengthy implementations.
Integrate seamlessly
Integrate seamlessly
Integrate seamlessly
Integrate seamlessly
Gain immediate benefits, without needing to overhaul existing infrastructure or migrate your counterparties.
Gain immediate benefits, without needing to overhaul existing infrastructure or migrate your counterparties.
Gain immediate benefits, without needing to overhaul existing infrastructure or migrate your counterparties.
Gain immediate benefits, without needing to overhaul existing infrastructure or migrate your counterparties.
Join the revolution.
Join the revolution.
Join the revolution.
Join the revolution.
Connect with us today!
Connect with us today!
Connect with us today!
Connect with us today!
TradeFlow
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Reimagining post-trade operations.
© TradeFlow, Inc. All rights reserved.
TradeFlow
Join our mailing list!
Reimagining post-trade operations.
© TradeFlow, Inc. All rights reserved.
TradeFlow
Join our mailing list!
Reimagining post-trade operations.
© TradeFlow, Inc. All rights reserved.
TradeFlow
Join our mailing list!
Reimagining post-trade operations.
© TradeFlow, Inc. All rights reserved.
TradeFlow
Join our mailing list!
Reimagining post-trade operations.
© TradeFlow, Inc. All rights reserved.