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Use Case Buy-Side
Solving the pain points and optimising Buy-Side email management
Buy-Side processes are email-intensive and often require rapid deadlines. A large number of internal and external stakeholders are involved i.e. Traders, Middle Offices, Operations Service Providers, Prime Brokers and Back Offices, and there are significantly high volumes of emails between them in order to manage the post-trade process.
Substantial numbers of processing and chaser emails are sent to complete trades, resolve queries and manage exceptions. Employee time spent on email management is a huge cost which is amplified by generic contact lists with shared mailboxes and no clear ownership of queries.
Buy-Side clients such as Hedge Funds and Asset Managers have high expectations for fast responses and resolutions to queries and there are considerable regulatory reporting obligations to meet and ensure compliance. Buy-Side clients report issues around email volumes, error rates, an inability to effectively monitor Operations Service Providers, a lack of ownership and accountability, task-management tracking, unsatisfactory turnaround times and difficulties transitioning to automated solutions.
YUDomail integrates with conventional email systems to resolve these issues:
Streamlined case management
YUDOmail automatically threads all related emails, attachments, internal documents and comments into a single case. Clear audit trails are created with documents and files in a central chronological timeline.
Improved accountability
Case ownership and real-time status is made transparent, with 100% execution as no email can be missed. Adequate oversight of Operations Service Providers is also made possible.
Boosted productivity
Automated and manual prioritisation of cases and the assignment of due dates and times is enabled, greatly enhancing communication and productivity and significantly reducing chaser emails.
Faster turnaround times
Resulting faster turnaround times ensure SLAs are met, customer service improved and reputational and regulatory risk reduced.
Unprecedented analytics and insights
Real-time metrics and analytics are clearly displayed in the management dashboard, revealing decision making, bottlenecks and providing previously inaccessible Management Insights and a simple way to identify recurring issues and trends.
YUDOmail’s in-built rules capability allows firms to set up customised rules tailored to their unique workflows for optimisation, transforming email management and workflow processes across departments.
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