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Customer Success

From kickoff to no-touch in about six months.

Dedicated onboarding, a structured implementation, and ongoing reconciliation and support keep your MBS operations running.

Implementation

The path to go-live.

01
Discovery
Map your current flows, volumes, and systems.
02
Configuration
Set up your firm’s clearance flows and templates.
03
Integration
Connect OMS/EMS, FICC, CTM/RTTM, Tradeweb, custodians.
04
Parallel run
Validate against live activity before cutover.
05
Go-live
Switch to automated, no-touch processing.

Ongoing reconciliation

Daily network reconciliation across all counterparties.

Proactive alerts

Email notifications whenever automation runs.

Specialist support

Staffed by people who know MBS operations. [VERIFY SLA terms]

See the onboarding plan for your firm.