Accelerate financial operations with intelligent automation
From trade processing to regulatory compliance — automate the workflows that drive revenue and reduce risk across your financial institution.
Sound familiar?
Trade settlement and reconciliation involve complex manual processes
KYC/AML compliance checks are time-intensive and error-prone
Regulatory reporting requires extracting data from multiple disparate systems
Client onboarding takes weeks due to document verification bottlenecks
Automated workflows
- 1
Trade & Settlement Automation
Automate trade matching, exception handling, and settlement workflows across asset classes with real-time reconciliation.
- 2
KYC/AML Compliance
AI-powered identity verification, sanctions screening, and ongoing monitoring with automated suspicious activity reporting.
- 3
Regulatory Reporting
Automated data aggregation, validation, and submission for SEC, FINRA, MiFID II, and Basel III reporting requirements.
- 4
Client Onboarding
Digital-first onboarding with automated document collection, verification, and account provisioning in days instead of weeks.
What our customers achieve
90%
Faster trade reconciliation
60%
Reduction in compliance costs
99.8%
Reporting accuracy
5 days
Client onboarding (from 4 weeks)
sTechWise cut our trade settlement exceptions by 85% and made our quarterly regulatory reporting nearly automatic. The ROI was immediate.
James Thornton
VP of Operations, Meridian Capital Partners