Explore Crisil, a company of S&P GlobalFormerly known as Global Research & Risk Solutions
August 21, 2025
Case study
Case study
Achieved 98% confirmation delivery and 91% STP coverage for a leading global alternative asset manager
August 21, 2025
Case study
Case study
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Background
- A leading global alternative asset management firm was experiencing persistent issues in its post-trade operations. Particularly in the confirmation drafting process, it was facing delays in trade confirmations and missed T+1 deadlines. It had a high volume of manual drafting leading to static data errors and client dissatisfaction
- There was an urgent requirement to streamline the firm’s confirmation workflows, reduce manual effort and improve client satisfaction
Our solution
- Deployed a specialized confirmation team trained in global financial markets
- Standardized confirmation templates and developed client-specific formatting rules
- Conducted root-cause analysis on manual trades and implemented process automation
- Introduced dashboards and daily MIS for real-time break tracking
- Partnered with the client’s technology and static-data teams for upstream data correction
- Developed robust documentation and conducted continuous training
Client impact
- 98% confirmation delivery achieved within T+1 SLA
- 91% Straight-Through Processing (STP) coverage, a significant jump from 65% reported 6 months earlier
- 70% reduction in breaks aging
- 40% decline in query volume and enhanced client trust
- Flexi-staffing for peak periods enabling a highly scalable operations model
