At Everysk, we understand the challenges faced by capital markets professionals in managing complex operations, data, and workflows. Everysk provides innovative solutions that streamline processes, enhance decision-making, and improve overall efficiency for investment managers. We are proud to showcase four new use cases that address these challenges head-on. Each of these use cases is designed to be easily customized, ensuring they fit seamlessly into your existing workflows. Explore these four use cases and discover how they can transform your operations.
These four use cases along with many other examples can be viewed on our website.
Equity Financing Optimization Workflow
The equity financing optimization use case is designed to enhance decision-making and operational efficiency for capital markets professionals dealing with equity swaps across multiple brokers. By pulling in portfolio data and various equity swap axes detailing financing terms for different underlying equities, institutions can assess the potential benefits of switching positions to different brokers.
This use case is powered by eight robots that work together to automate data collection, analysis, and reporting. This ensures users don’t miss out on opportunities to secure more favorable rates, leading to improved portfolio performance and reduced financing costs.
View the Equity Financing Optimization Use Case here.
Interactive Brokers Workflow
Interactive Brokers is a leading brokerage platform, serving nearly three million clients worldwide with a broad range of investment and trading services. Many of these customers seek to leverage intelligent automation to streamline their operations and enhance efficiency. Our Interactive Brokers workflow use case offers a robust solution for capital markets customers seeking to maximize the utility of the IB platform.
This workflow normalizes the data from the IB SFTP feed and maps it to relevant market sources. Using Everysk’s proprietary risk engine and market data, it produces customized, timely risk and performance reports tailored to each institution’s needs, generated on a scheduled basis to reduce manual effort and provide faster access to crucial data. Furthermore, Everysk combines multiple IB portfolios with other sources to offer holistic reports, enhancing overall operational efficiency.
View the Interactive Brokers Use Case here.
Task Scheduling and Execution Monitoring Workflow
The task scheduling and execution monitoring use case is designed to help investment operations teams monitor trade executions, providing essential tools for efficient investment management operations. This solution provides a comprehensive platform for scheduling, tracking, and executing tasks, ensuring that nothing falls through the cracks.
With this use case, Everysk performs many of the tasks Dev Ops teams typically rely on additional software to perform. In addition to integrating multiple data sources, performing calculations, and distributing reports and alerts based on the results, Everysk offers job schedulers, file pollers, and API triggers built-in natively to the platform.
View the Task Scheduling and Execution Monitoring Use Case here.
Data Reconciliation Workflow
Our data reconciliation workflow provides a powerful solution for managing the complex and often time-consuming process of data reconciliation. This use case is designed to automate and streamline the reconciliation process, ensuring accuracy and efficiency.
With this workflow, Everysk performs automated reconciliations on datasets so users are alerted when significant changes occur. Custom thresholds are applied to individual metrics, summary reports are distributed, and alerts are sent in real-time to users’ messaging apps – dramatically speeding up the reconciliation process.
View the Data Reconciliation Use Case here.
Conclusion
Everysk’s powerful integrations and easy drag-and-drop workflow builder mean the capabilities are only as limited as your imagination. Whether you are looking to optimize equity financing, streamline brokerage workflows, manage tasks efficiently, or automate data reconciliation, our solutions are designed to meet your needs.
Schedule a demo today to see what Everysk can do for you.
