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…
Transforming reconciliation for a global leader in retirement services
A Fortune 500 leader in retirement and payroll services, handling $3.1 trillion in annual funds, faced significant hurdles with fragmented cash and share position reconciliations. Navigating complex processes across mutual funds and multiple data sources led to operational inefficiencies. The firm required a scalable, cloud-based solution to replace disconnected data flows and provide real-time transparency…
Private credit trading explained: What’s fuelling the market and how operational effectiveness can drive an advantage
Posted: 28/04/2025 | Read time: 3 minutes The rise of private credit Private credit is one of the fastest-growing segments in global financial markets. With interest rates expected to have peaked and macroeconomic resilience improving in both Europe and North America, forecasts estimate the private credit market could reach $3 trillion globally by 2028. This…
Global Market Volatility: Strategic Recommendations for Trading Operations
Posted: 10/04/2025 | Read time: 3 minutes April has witnessed some of the highest levels of market volatility in over a decade, echoing the intensity of the 2008 global financial crisis and the COVID-19 pandemic of 2020. The VIX Index, often referred to as Wall Street’s “fear gauge,” surged to its third-highest reading since…
On-demand webinar: Reconciliation Reset – The Shift from Liability to Operational Excellence
Waiting is no longer an option. Forward-thinking firms are already making the shift to AI and automation — gaining agility, reducing risk, and unlocking new efficiencies. Be part of the transformation. Discover how automation and integrating AI into your reconciliation processes can drive business growth and operational excellence. In a recent webinar with FTF, Murray…
Old problems, new opportunities: key takeaways from InvestOps USA
Posted: 12/03/2025 | Read time: 3 minutes Last week, senior leaders across the buy-side and sell-side came together to discuss the future of operations at InvestOps USA 2025. The key takeaway? The industry is brimming with opportunity, but many firms are struggling to modernize due to long-standing inefficiencies. Here’s what we learned and why…
CFTC Re-write: is your compliance solution still fit for purpose?
Posted: 12/03/2025 | Read time: 3 minutes In December 2023, the Commodity Futures Trading Commission (CFTC) Re-write introduced one of the most significant overhauls in swap data reporting regulations, aiming to enhance transparency, standardisation and data integrity across the derivatives market. Now, over a year later, financial institutions must ask: is your current CFTC compliance…