Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • Confirmation Delivery
  • Confirmation Drafting
  • Post-Trade Operations
  • Private Markets
  • Straight-Through Processing
  • Trade Confirmation
August 21, 2025 Content Type Case study

Achieved 98% confirmation delivery and 91% STP coverage for a leading global alternative asset manager

August 21, 2025 Content Type Case study

Background

  • A leading global alternative asset management firm was experiencing persistent issues in its post-trade operations. Particularly in the confirmation drafting process, it was facing delays in trade confirmations and missed T+1 deadlines. It had a high volume of manual drafting leading to static data errors and client dissatisfaction
  • There was an urgent requirement to streamline the firm’s confirmation workflows, reduce manual effort and improve client satisfaction 

Our solution

  • Deployed a specialized confirmation team trained in global financial markets
  • Standardized confirmation templates and developed client-specific formatting rules
  • Conducted root-cause analysis on manual trades and implemented process automation
  • Introduced dashboards and daily MIS for real-time break tracking
  • Partnered with the client’s technology and static-data teams for upstream data correction
  • Developed robust documentation and conducted continuous training 

Client impact

  • 98% confirmation delivery achieved within T+1 SLA
  • 91% Straight-Through Processing (STP) coverage, a significant jump from 65% reported 6 months earlier
  • 70% reduction in breaks aging
  • 40% decline in query volume and enhanced client trust
  • Flexi-staffing for peak periods enabling a highly scalable operations model
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