On-Demand Webinar: Scaling Operations in a Data Intensive World
Asset and wealth managers are under growing operational strain. Rising volumes, fragmented data, and the expansion of digital assets are making it harder to scale with confidence. AutoRek research shows 85% of firms expect pressure on scalability, while 59% of those supporting digital assets are already dealing with increased complexity. At the same time, manual…
Reconciliation Redefined: Delivering Operational Excellence in an Evolving Financial Ecosystem
Reconciliation sits at the center of financial control, regulatory confidence, and customer trust. Yet for many financial services organisations, it remains manual, reactive, and spreadsheet-driven. This whitepaper explores how operational excellence transforms reconciliation from a back-office burden into a strategic control function. One that is automated, intelligent, continuously monitored, and built to scale with today’s…
EMIR Reporting Reconciliations: Ensuring Accuracy and Timeliness at Scale
EMIR reporting is a cornerstone of regulatory oversight in derivatives markets, relied upon by regulators to monitor market integrity, detect abuse and prevent financial crime. Yet for many investment firms, meeting EMIR requirements consistently remains a significant operational challenge. High trading volumes, more than 200 reportable fields per transaction, complex inclusion rules and daily reconciliation…
Multi-Asset, Centralized Reconciliation: Why a Single Control Framework Is Now Essential Across Public, Private, and OTC Assets
This paper examines why reconciliation must move beyond isolated, asset‑specific processes toward a unified multi‑asset framework. It outlines how firms can support different reconciliation logic, tolerances, and controls without creating operational silos by using a flexible platform within a single control environment. The result is not just greater efficiency, but stronger operational resilience and the…
On-Demand Webinar: Scaling Operations and Data Management with AI
Rising transaction volumes and the growing popularity of digital assets continues to add complexity to capital markets operations. Join AutoRek and Ignites for “Scaling Operations and Data Management with AI” as we discuss: • Boosting productivity with automation • Data management strategies to stay competitive • How firms can adapt to the changing landscape Speakers…
Private Credit at Scale: Why Reconciliation Is Becoming the Deciding Factor
As portfolios grow more complex, often when it matters most, manual controls start to break. Our latest whitepaper, “Private Credit at Scale: Why Reconciliation Is Becoming the Deciding Factor” explores why reconciliation has become a defining capability for firms looking to scale with confidence. In this paper, we explore how to: • Identify where reconciliation…
The Infrastructure Gap: Capital Markets Operations 2026
Capital markets are entering a period of rapid expansion—higher volumes, new asset classes, and AI‑enabled decisioning. But while front‑office ambition accelerates, the back office is hitting structural limits. AutoRek’s Infrastructure Gap: Capital Markets Operations 2026 report uncovers how rising digital asset adoption, growing data fragmentation, and shallow AI integration are placing unprecedented strain on operational…
The Reconciliation Challenge Holding Back Private Credit’s Growth
The private credit market has undergone unprecedented growth over the past 15 years, scaling from $200 billion to $3 trillion globally. Driven by increased market volatility and tightened bank capital requirements following the 2008 global financial crisis, borrowers have increasingly turned to private credit for its flexibility and speed. Unlike traditional bank loans, private credit…
The Cost of Complacency: Why Capital Markets Must Modernize Back-Office Operations Now
Front-office innovation has surged ahead but the back office is buckling under rising volumes, regulatory pressures, and outdated systems. AutoRek’s new whitepaper, The Cost of Complacency, reveals why now is the time for capital markets firms to modernize. Key findings from a survey of 250 senior managers include: 79% of reconciliation processes already struggle with…
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,…