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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.

See the onboarding plan for your firm.