Trade, Corporate Banking

Fees and Expense Management

In Partnership with

SMARTSTREAM

Published

APRIL 2021

About the Whitepaper

Efficient management of external fees and expenses, incurred within daily operations, is key to today’s financial institutions. The way forward lies in data-driven decision-making and delivering cost transparency, while the front-office, operations, network management, procurement, and many more departments throughout the organisation have a role to play too.

But how do you achieve maturity in dealing with brokerage, clearing & exchange (BC&E)? How do you facilitate strategic management of fees? Is it better to have the required technology and talent in-house or work with 3rd-party-vendors?

We gave banking leaders the opportunity to address current challenges in managing fees and expense management, and exchange best practices that are driving business profitability and cost-efficiency.

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About our Partner

SmartStream is a global software and managed services provider that in challenging markets conditions has outpaced its rivals in the financial markets sector, creating an impressive base of more than 1,500 customers. This includes more than 70 of the world’s top 100 banks alongside the world’s leading asset managers, custodians and broker dealers.

At the heart of this success is the ability to react to client, market and regulatory changes through innovative solutions. That is why, even in challenging market conditions, the company continues to invest more than 20% of revenue back into research and development.

The combination of SmartStream’s post-trade processing solutions, together with its unique Data Management Services, creates a real-time and pre-emptive approach to reducing trade failures while also accelerating and automating trade processes.