Compliance Rates Have Created False Sense of Security Ahead of Phase Three
Beyond January’s “Success” When January 2024 approached and the CFTC Phase 2 went live, the industry successfully implemented UPI reporting on schedule. Success stories dominated the headlines, compliance teams celebrated their green dashboards and executives moved on to the next priority. But ask anyone actually running operations and you’ll hear a different story. For them,…
On-demand Webinar: Agentic AI in Action: Transforming Reconciliation in Capital Markets
Artificial intelligence has become one of the most overused and often misunderstood buzzwords when it comes to the financial services industry. Most technology firms and service providers claim to have embraced it, but what does real AI look like in practice, especially in the complex, high-stakes world of reconciliations? Join WatersTechnology for a panel discussion…
On-demand Webinar: CASS 16 & CASS 17 – Preparing for the FCA’s New Cryptoasset Regulations
The FCA’s Consultation Paper CP25/14 closed on 31 July 2025, setting the stage for major changes to the UK cryptoasset industry. New rules for CASS 16 and CASS 17 are coming, with big implications for reconciliation, safeguarding, and governance. With AutoRek’s decade of CASS expertise, we will cut through the complexity and help you focus…
On-demand Webinar: Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation
This webinar explores how reconciliation is being reshaped by rising data volumes, evolving regulatory expectations, and the rapid development of AI. As efficiency becomes a critical differentiator, firms are facing challenges around data integration, governance, and wider operational transformation. Our speakers examine the real opportunities and limitations of AI in reconciliation, separating genuine value from…
How AI and SaaS Will Reshape Operational Efficiency in Asset Management
Asset Managers Face a New Economic Reality If you’ve been in asset management lately, you know something’s shifted. It’s not just the usual market volatility, the entire economics of running an asset management firm has changed. Rising interest rates, slowing global growth, and heightened regulatory pressures are all reshaping the economics of the industry. According…
Bridging the Operational Divide: IBOR vs ABOR Reconciliation in Capital Markets
Gain crucial insights into navigating the complexities of capital markets with our latest whitepaper, “Bridging the Operational Divide: IBOR vs ABOR Reconciliation in Capital Markets”. In an environment of increasing data volumes, cross-asset complexity, and relentless regulatory scrutiny, the alignment of your Investment Book of Record (IBOR) and Accounting Book of Record (ABOR) is foundational…
InvestOps USA 2026
Come see AutoRek at InvestOps USA in Orlando, March 9th – 11th 2026, and explore evolving market conditions while gaining insights into the latest transformational trends at the world’s leading buy side investment operations conference. Drop by our stand to find out how you can: Reconcile any volume of data across all asset classes Increase…
Future-proofing reconciliation for complex, multi-custodian environments
A leading European financial group’s post-trade and securities services division, managing $198 billion in assets, struggled with reconciling high volumes of complex SWIFT data across a wide network of custodians. The legacy, on-premise solution lacked the self-sufficiency required by internal teams and hindered efficient scaling, creating delays in responding to business changes. The firm needed…
Driving operational efficiency for CMC Markets in a complex regulatory landscape
CMC Markets, a world-leading financial services pioneer, faced the challenge of managing complex multi-jurisdictional regulatory compliance while undergoing ambitious global expansion. They required a scalable reconciliation solution with robust workflows to replace manual processes and support their growing portfolio of over 1 million global traders. AutoRek delivered a comprehensive solution for CMC Markets covering internal,…
Revolutionising financial reconciliation for a risk management division
A US-based financial risk management division, overseeing $170 billion in assets, struggled with the manual reconciliation of complex financial instruments. Facing data from 16 different counterparties in varied formats, the manual process was labour-intensive and error-prone. They required an automated system to improve operational integrity and handle high trading volumes without increasing headcount. AutoRek implemented…