Meritsoft, a Cognizant company

💡 Fintech Interoperability for Post-Trade Ops – 'The Integration Question...’ Is there potential for one platform to act as the common ‘glue’ between systems? 🤔   The last video from our partner Q&A series dives into this pressing question and explores real-world examples of how fintechs can transform post-trade operations... With a huge thank you to our panellists for sharing their invaluable insights: 🎙️ John Bevil 🎙️ Daniel Carpenter 🎙️ Taskize's Simon Gibbs 🎙️ Elena Parigi Adragna   #Taskize #Fintech #Interoperability #PostTradeOps #Innovation  

In our latest blog, Meritsoft's Settlements Product Lead, Steve Cox, delves into the critical need for automated solutions and predictive analytics to effectively handle settlement failures. Explore his insights on how innovations in trade exception monitoring and AI-driven predictive analytics can transform operational processes, reduce the cost of fails and provide a competitive edge. Read more about how financial institutions can proactively address the challenges of settlement fails and stay ahead as the industry prepares for T+1 in Europe. https://lnkd.in/eYfq2eYa #SettlementOperations #Tplus1 #Automation #AI #CSDR

💡 Fintech Interoperability for Post-Trade Ops – The ‘Query Resolution Question’   Our latest partner Q&A video dives into query resolution as an industry-wide challenge, exploring the drivers behind the issue and potential solutions to address it effectively.   A huge thank you to our expert panellists for sharing their invaluable insights: 🎙️ Daniel Carpenter 🎙️ Elena Parigi Adragna 🎙️ John Bevil 🎙️ Simon Gibbs   Check out the full discussion and discover how collaboration is paving the way for streamlined query resolution in the post-trade space.   #Fintech #PostTrade #Interoperability #Collaboration #QueryResolution #Taskize

Last Friday, our CEO Daniel Carpenter caught up with the team at Global Custodian to discuss post-trade automation. From the challenges and strategies for firms transitioning to T+1 following the US move earlier this year, to the role of AI-based solutions, be sure to catch his insights. To find out more about how our AI-enabled TTEM tool can help drive efficiency in your settlement operations, get in touch at MeritsoftCapMarkets@Cognizant.com.   #settlementfails #posttrade #automation #AI

Earlier this year, the Financial Conduct Authority published a Policy Statement introducing new rules on payment optionality for investment research. In November, these freedoms were extended to cover pooled investment funds, alternative investment funds and UCITS funds. But will this greater flexibility really provide the best of both worlds for market participants?   Read more from our CSA Product lead James Cookson in this opinion piece for Investment Week. To learn more about how Meritsoft can help you optimise your research compliance operations visit our website: https://bit.ly/4eSu6Pr #mifidii #investmentresearch #posttrade

In a letter to the Financial Times our CEO Daniel Carpenter responds to the latest updates from the European Securities and Markets Authority (ESMA) suggesting October 2027 as the optimal transition date for T+1 in Europe. In his letter, Daniel emphasises the importance of avoiding the short-term tactical solutions seen with previous settlement rule changes such as CSDR penalties. Instead, he advocates for the implementation of AI-enhanced tools that offer predictive capabilities to identify and resolve at-risk-of-failing trades. With a proposed timeline in place, firms should leverage these advanced technologies to better manage operational activities for failed trades and, crucially, to reduce the total volume of fails and the associated costs. Such proactive measures will ensure greater efficiency and sustainability in trade settlement operations as market participants prepare for the shorter settlement cycle in Europe and continue to adapt to the changes in North America. Read the full letter here: https://bit.ly/3Z4IMVU Learn more about how our AI-enabled TTEM tool can help drive efficiency in your settlement operations by reaching out to us at MeritsoftCapMarkets@Cognizant.com.

Earlier this week, the European Securities and Markets Authority (ESMA) released its Final Report stating that the EU transition to a T+1 settlement cycle should take place in October 2027, pushing for the same timing as the UK. This change aims to enhance efficiencies, reduce risks, and align with global standards. However, the transition is more complex in Europe due to CSDR and existing operational challenges. With the timeline now set, market participants in Europe should use the next two years to proactively implement solutions that enable them to better handle operational activity for failed trades and reduce the total volume of fails altogether. Meritsoft, a Cognizant company's CEO Daniel Carpenter shares his thoughts with A-Team Insight, from A-Team Group in this recent article: https://bit.ly/3UV1JsP Get in touch to find out how we can help bring greater efficiencies to your settlement operations: MeritsoftCapMarkets@Cognizant.com. #settlementfails #CSDR #posttrade #automation

We're pleased to be taking part again in 2025!

Great to see our CEO Daniel Carpenter sharing his thoughts on recent T+1 developments with Michael (Miša) Klimeš for The Banker. As confirmed in its Final Report yesterday, European Securities and Markets Authority (ESMA) is calling for October 2027 as the optimal transition date for Europe. While this would mean coordination with the UK, a European switch brings about other complexities that firms must prioritise first. Read the full piece here: https://bit.ly/48TOVIV

We're delighted to have you on board, Mark!