Help marketing ops deliver trade confirmations to finance channels

Marketing ops professionals miss trade confirmations in crowded inboxes, forcing settlement staff to chase details before end-of-day reconciliation. That ensures settlement staff start reconciliation sooner.

Overview

Missed trade confirmations create settlement risk and force finance staff into manual reconciliation. Routing every confirmation into the finance communication channel keeps settlement and ops aligned, eliminating manual monitoring so reconciliation starts sooner and missed settlements are avoided.

Notable Features

Route confirmations to finance channel
Alert settlement staff with details
Store confirmation PDFs in drive