In the fast-paced world of modern business, document management can be a daunting challenge.
Contracts, agreements, and legal documents are the lifeblood of any organization, but they often exist in a disconnected, unstructured form.
Manually extracting critical data is time-consuming and error-prone, leading to potential risks and inefficiencies.
Solutions
Document Management
Expertise in driving documentation programs to meet internal and external data requirements
Managing counterparty, credit, and legal risk is a perpetual pain point for financial institutions.
Our solutions range from targeted extraction to meet immediate regulatory requirements, including MiFID, ERISA, BCBS 261, Living Will, RRP, and the HIRE Act, which have brought to light the lack of accurate and granular agreement data; to more comprehensive and highly granular reviews, delivering consumable data in preferred formats.
Our expertise has enabled us to develop proprietary data models for multiple agreement types. These can be further customized per client and regulatory requirements and can accommodate unstructured language.
We have a proven 99.5% data accuracy rate, driven by a flexible maker-checker workflow within Extractor, our proprietary document extraction software.
Dynamic and customizable dashboards presenting risk analytics and benchmarking metrics.
Repositories of agreement data that enables keyword and clause searches across the document universe.
We can deliver the output in multiple formats, tailored to meet existing database schemas, or host and manage the data on our platforms.
E.G.U.S. Document Digitisation
Using proprietary technology, our FIA Tech-endorsed agreement digitization service allows firms to seamlessly convert PDF EGUS rate schedules into eRates
In 2016, eClerx Markets and FIA Tech announced a strategic partnership that combined the advantage of our scale, cost-competitiveness, and derivatives processing expertise with FIA Tech’s centralized technology platforms for the global futures industry.
The first joint initiative is a centralized EGUS (Electronic Give-Up Solution) document digitization platform that creates standard EGUS eRates from existing and new rate schedules.
Our solution enables executing brokers to use EGUS as a low cost and scalable solution to implement electronic brokerage rate schedules and improve brokerage settlement processes for their firm. It also furthers industry efforts to use EGUS as the golden source of reference data for commissions and fees, improving the entire FCM community’s ability to accurately track and account for brokerage fees.
Repapering
Our expertise, technology, and law firm affiliations helps eliminate errors and maintain compliance with upcoming deadlines
We support our clients in meeting margin reform requirements by utilizing our legal documentation experience, proprietary outreach technology and affiliations with law firms to provide the controls, reporting, and assistance required in the repapering process.
Our solution seamlessly guides you and your counterparties through the complex repapering and renegotiation requirements mandated by margin reform by offering:
Our expertise has enabled us to develop proprietary data models for multiple agreement types. These can be further customized per client and regulatory requirements and can accommodate unstructured language.
We have a proven 99.5% data accuracy rate, driven by a flexible maker-checker workflow within Extractor, our proprietary document extraction software.
Dynamic and customizable dashboards presenting risk analytics and benchmarking metrics.
Repositories of agreement data that enables keyword and clause searches across the document universe.
We can deliver the output in multiple formats, tailored to meet existing database schemas, or host and manage the data on our platforms.