Capital markets operations demo

Cut bottlenecks, errors, and settlement risk in middle and back office.

See how your firm can replace manual reconciliation, exception triage, and post-trade workflows with AI-driven operations that reduce settlement risk and run cost without rewriting your core systems.

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What you hear from the team

"Half our middle office is rekeying data, and we still discover breaks after the fact."

Capital Markets capabilities

What your team can do.

Trade lifecycle automation

Bring AI-driven workflows to allocation, confirmation, matching, settlement, and lifecycle event handling.

Exception triage and resolution

Cluster, prioritize, and resolve breaks across reconciliation, settlement, and corporate actions with explanations the team trusts.

Reconciliation and break detection

Replace static rules with AI that learns the patterns of normal and surfaces real anomalies sooner.

Audit-ready evidence

Capture the full chain of automated actions, approvals, and overrides so audit and regulators can trace any decision.

Connect trade and reference data

OMS, EMS, custody, prime broker, accounting, and reference data feed a shared workflow layer.

Detect and classify

AI matches, reconciles, and classifies the exceptions that need human attention.

Resolve with workflow

Operations workflow tools route, action, and capture the resolution with the right approvals.

Prove control

Audit-ready evidence of every action, decision, and override is stored and retrievable.

Lower operational cost

Cut manual rekeying and break resolution time across the trade lifecycle.

Lower settlement risk

Find and resolve real breaks earlier in the cycle.

Faster close

Compress end-of-day operations and free up the ops team for higher-value work.

Audit-ready trail

Every automated action, override, and resolution is captured and explainable.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

UC1

Post-trade matching and confirmation

"Our matching engine still produces a long queue of breaks that humans push through end of day."

Firms with a high volume of cross-asset trades and frequent breaks that hit operations before T+0 close.

What this demo shows

Apply AI to match trades, reconcile economics, identify the root cause of breaks, and propose the resolution with the right counterparty action.

Implementation scope

Connect trade feeds, confirmation sources, and reference data, configure matching and break classification, and pilot with one asset class or counterparty group.

Live prompt or trigger

Match today's trades, classify the breaks, identify root cause, and propose the action for each.

Matched tradesBreak classificationRoot cause analysisProposed actionOperations dashboard

UC2

Reconciliation and break investigation

"Recon runs on Day +1, breaks pile up, and we resolve last week's problems this week."

Operations teams where break volume is masking the breaks that actually matter.

What this demo shows

Reconcile positions, cash, and economics across systems with AI that learns normal patterns, surfaces real breaks sooner, and explains the variance with context an investigator can act on.

Implementation scope

Connect source systems, configure recon scope and tolerances, build the explanation flow, and pilot with one product or fund family.

Live prompt or trigger

Reconcile our prime broker positions for today, surface the top 10 real breaks, and explain each one.

Position reconciliationExplained breaksInvestigation queueResolution trackingDaily ops summary

UC3

Corporate actions and lifecycle events

"Corporate actions involve manual scrub, manual confirmation, and high notification risk."

Firms where corporate action handling is concentrated on a small team with high notification risk.

What this demo shows

Read corporate action notices, structure the event, apply the firm's election rules, and produce the operations workflow with the right downstream alerts and confirmations.

Implementation scope

Connect notification sources, encode election rules, integrate with downstream systems, and pilot with one asset class.

Live prompt or trigger

Process this week's corporate actions, apply our election rules, and produce the notification packet for each.

Structured eventElection decisionDownstream notificationsAudit logOperations dashboard

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Pick the workflow

Choose matching, recon, or corporate actions to start.

Week 2

Connect data

Wire trade, position, and reference data with the right tolerances.

Week 3

Build detection

Configure matching, recon, and break classification logic.

Week 4

Pilot

Run with operations on a live cycle and tune with their feedback.

Week 5

Operate

Move into steady state with metrics, alerts, and audit packets.

Who this is for

Operations, post-trade, treasury, and reconciliation teams at asset managers, broker-dealers, custodians, and exchanges where manual work and exception load drive cost and risk.

Capital Markets demo

Part of the Tactical Edge capital markets demo library. See related demos for the rest of the customer journey.

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Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.