If you're attending the AFME (Association for Financial Markets in Europe) OPTIC conference in London next week, don't miss the panel on ‘Using Technology to Deliver T 1’ with our CEO, Daniel Carpenter. He will join fellow experts to explore how technology can enhance settlement efficiency, the impact new technologies such as AI can have on reducing fails, insights from the US experience, the EU approach, and more. Mark your calendars for this important discussion: 📅 Wednesday, 2nd October 🕓 4:15 PM 📍 Be sure to drop by the Meritsoft, a Cognizant company booth where Martin Loxley, David Starkins, and Ian Morris will be pleased to update you on latest innovations in our post-trade automation solutions. 📧 Email [email protected] to arrange a time to meet. 🔗 Click here for more about the event https://bit.ly/3Z3VaXC. We look forward to seeing you there! #OPTIC2024 #posttrade #CSDR #transactiontax #brokerage #settlementefficiency #assetservicing
About us
Meritsoft is the leading innovator in capital markets post-trade process automation. With deep expertise and proven technology, we help financial institutions manage their complex post-trade processing and compliance requirements across trade expense fees and billing, asset servicing and interest claims, fails management and CSDR process automation, research and CSA billing, and transaction tax management. Trusted by leading global institutions, our solutions incorporate powerful analytics and MI capabilities to support capital market participants seeking to control costs, maintain liquidity and meet their compliance obligations. Modular, scalable, and with a range of deployment options, Meritsoft’s solutions drive back-office efficiencies that are helping financial institutions transform their operations for the digital era.
- Website
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http://www.meritsoft.com
External link for Meritsoft, a Cognizant company
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London
- Type
- Public Company
- Founded
- 2000
- Specialties
- Trade expense management, Asset servicing & interest claims management, Research & CSA billing, Post-trade process automation, 871m & 305c, Financial Transaction Tax, Fails management, CSDR, and Brokerage fees & billing
Locations
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Primary
London, GB
Employees at Meritsoft, a Cognizant company
Updates
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Meritsoft, a Cognizant company reposted this
The financial services industry faces a complex landscape, grappling with ever-increasing regulatory demands, persistent cyber threats and rapid technological advancements. To navigate these challenges, organizations must prioritise operational resilience. Tomorrow we are partnering with BugZero and ServiceNow and hosting an operational resilience dinner. The event brings together financial services leaders to discuss strategies for mitigating risks, ensuring business continuity and leveraging technology to enhance operational resilience. https://lnkd.in/eyVbzvwC Mac McBride Aditya Sadhotra Dylan Myburgh Eric DeGrass
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We are delighted to partner with AFME (Association for Financial Markets in Europe) for OPTIC 2024. Join us to learn more about how our cutting-edge solutions are helping to drive operational excellence. 🔹 Increasing settlement efficiency and reducing the rate of fails: Achieve higher settlement rates and reduce the cost of fails with our innovative solutions. 🔹 Managing asset servicing and interest claims processing: Stay ahead in asset servicing and interest claims operations with unparalleled accuracy and speed. 🔹 Automating penalty processing requirements for CSDR compliance: Ensure precision and compliance effortlessly with our state-of-the-art automation tools. 🔹 Streamlining transaction tax processing: Simplify complex tax transactions and enhance efficiency and compliance across your operations. 🔹 Delivering transparency across brokerage trade expenses: Gain complete visibility and control over brokerage expenses to optimise financial outcomes. 📅 Reach out to arrange a time to connect with our experts Daniel Carpenter, Martin Loxley, David Starkins and Ian Morris. 📧 [email protected]. We look forward to meeting you and discussing how our solutions can benefit your business! Click here https://bit.ly/49zYVWp for more information about the event. #OPTIC2024 #posttrade #CSDR #transactiontax #brokerage #settlementefficiency #assetservicing
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Meritsoft, a Cognizant company reposted this
🚀 Fintech interoperability for post-trade ops – "The Legacy Question...?" Our latest partner Q&A video addresses the issue of legacy systems including the difficulties in transitioning from outdated technologies and the necessity of modernisation to stay competitive. Thank you to the panelists Daniel Carpenter from Meritsoft, a Cognizant company, Elena Parigi Adragna from Symphony, John Bevil, from Xceptor for their invaluable insights and Taskize’s Simon Gibbs for chairing the discussion! #FinTech #PostTrade #Collaboration #Interoperability #LegacySystems
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We are pleased to announce that we will be participating in the POSTTRADE 360° Nordic 2024 conference in Stockholm next month! This is a fantastic opportunity to connect with both new and familiar faces from across the region. Our team will be available to share the latest updates on how we’re supporting clients with their brokerage fees and billing operations, asset servicing and interest claims management, transaction tax processing, and trade settlement processes. Don't miss out! Swing by our booth to connect with our experts. If you'd like to arrange a meeting with one of our team members, feel free to reach out at [email protected]. For full conference details, click here: https://bit.ly/4bYcBLW Looking forward to seeing you there! #Posttrade #TradeOptimization #AssetServicing #InterestClaims #TransactionTax #TradeSettlement
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Check out our latest blog, in which our CSA Product Lead James Cookson explores the impact of the new rules on payment optionality for investment research set out in the Financial Conduct Authority's recent Policy Statement. https://lnkd.in/ebpbDfvj And if you would like to learn how Meritsoft, a Cognizant company can help you optimize your research compliance operations, please get in touch at [email protected]. #mifidii #investmentresearch #posttrade
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A leading global custodian turned to Meritsoft’s market-leading automation solutions to manage its penalties processing and interest claims operations. Find out how our technology and expertise enabled them to fulfill their CSDR compliance obligations, expedite the issuing and recovery of claims, stabilise staffing levels, and minimise risk. Download our case study now: https://lnkd.in/en-G5bKQ For more information on how we can assist with streamlining your CSDR penalty processes and interest claims for failed trades, please contact us by email: [email protected] #posttrade #csdr #settlements
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Great to contribute to this piece from Banking Risk and Regulation on the US switchover to T 1 last week, and some of the immediate impacts this has had. Read the full piece here, with insights from our CEO Daniel Carpenter on why wider market trends – such as the high-interest-rate environment – must be considered when addressing settlement fails in the shorter timeframe: https://bit.ly/4c952CY Get in touch today if you would like to discuss how Meritsoft can help streamline your settlement operations: [email protected]. #posttrade #automation #tplus1 #settlementfails
❓The T 1 switch flicked on in the US and Canada last week: how have firms fared? 💹 Market participants have had ample opportunity to sharpen securities trading processes in the three years leading up to North America’s planned move from a two-day to a one-day settlement cycle, also known as T 1. 👍 The early signs are “positive”, say SIFMA, the US trade body for banks, and the Investment Company Institute, a global association of regulated funds, although they continue to monitor for issues. 😶 But the smooth transition may mask potential problems, which decision-makers in the EU and the UK are observing from afar. Read more of that in Ellesheva Kissin's story below. https://lnkd.in/eVwQtPR9 Insights from Charlotte May at Covington & Burling LLP, Tiago Veiga of Aurum Solutions, John Bevil at Xceptor, The Depository Trust & Clearing Corporation (DTCC), Daniel Carpenter of Meritsoft, a Cognizant company, Simon Belser at SIX, Alex Knight from Baton Systems #T 1 #securitiesindustry #bankingindustry
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AI continues to be the focus of discussion across the industry. From automating manual processes to forecasting trade settlement status, the potential is limitless. If you’re attending The Network Forum Annual Meeting in Warsaw next week, be sure to catch this panel session featuring our CEO Daniel Carpenter. He’ll be sharing his insights, highlighting where AI can bring ever-greater levels of efficiency to banks' operations. Take the opportunity to learn more about Meritsoft, a Cognizant company’s Trade Tracking and Exception Manager (TTEM), designed to optimise settlement efficiency and reduce the cost of fails. TTEM features AI-driven forecasts showing settlement status at market cut-off. Pre-integrated with the Taskize platform, seamless communication with internal and external stakeholders accelerates issue resolution. Meet our experts, along with representatives from Taskize, to see TTEM in action and discuss how our partnership can help transform your settlement operations. The team will also be on hand to update you on how we’re helping firms optimise their brokerage fees and billing processes, improve asset servicing and interest claims management and simplify transaction tax processing workflows. Please drop us a line at [email protected] if you would like to arrange a meeting at the event. Click here for more about the conference: https://bit.ly/44FmJra We look forward to seeing you there! #TNF #AI #posttrade #automation
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We are looking forward to being part of the upcoming The Network Forum Annual Meeting. There is much to discuss as the industry continues to face new challenges and opportunities. Our team will be available to update you on the latest developments in our solutions for trade expense optimisation, claims management, transaction tax processing and settlement efficiency. We’ll also be showcasing TTEM (Trade Tracking and Exception Manager), our new platform developed to increase settlement efficiency rates and reduce the cost of fails. Be sure to visit our booth to learn more. Click here for more about the conference: https://bit.ly/44FmJra. Get in touch if you would like to arrange a meeting at the event: [email protected] Looking forward to seeing you there! #TNF #posttrade #Tplus1