Email Reception
Settlement confirmations flow in through your resource inbox.
Intelligent post trade OTC engine
Simplify OTC WorkFlow
Combine intelligent data extraction, reconciliation logic, and workflow automation to unlock realtime operational visibility.
The problem
Post Trade Workflows Are Inefficient
Organizations spend hours manually reconciling emails, chasing missing confirmations, and tracking settlements across spreadsheets. Talent is bogged down, information is fragmented, errors are common, and approval processes are slow.
Hours lost to manual data entry
Counterparty calculation disputes
Delayed settlement approvals
The solution
Email based Intelligence Layer
FlowIQ sits seamlessly between your email and post trade operations, automatically extracting settlement data, reconciling counterparty calculations, and managing the entire approval workflow in a single intelligent workspace.
- Instant data extraction from emails and attachments
- Automated reconciliation with internal or third party calculations
- Real-time settlement tracking dashboard
- Generate settlement schedules for cash teams
Post Trade IntelligenceLive
1Confirmation received
2Terms extracted
3Calculations reconciled
4Approval ready
How it works
The IQ Post Trade Workflow
Six seamless steps from email to approved settlement schedule.
Intelligent Extraction
FlowIQ instantly extracts settlement terms from emails, PDFs, and other file types.
Automated Reconciliation
Counterparty calculations are instantly reconciled against internal data.
Exception Management
Disputes and missing confirmations are flagged for resolution action.
Approval Workflow
Settlements move through your approval process automatically.
Schedule Generation
Schedules are generated daily for cash management execution.
Features
Built for Financial Institutions
Comprehensive features designed for modern settlement operations.
→
Email-Native Intelligence
Works with your existing email system. No new tools to learn.
Data accuracyInstant extraction
→
Automatic Reconciliation
Eliminate manual calculation checks. Flag discrepancies instantly.
Real-time matchingException alerts
→
Confirmation Chasing
Automatically track missing confirmations and prompt follow-ups.
Audit trailStatus tracking
→
Settlement Dashboard
Real-time view of all settlements from email to approval.
Live updatesFull history
→
Approval Automation
Configurable workflows that move settlements through your process.
Designate reviewersCustom emails
→
Audit Support
Store and track counterparty support and internal approvals.
Status flagsEasy review
Get started
Modernize
Your OTC
Infrastructure
Join leading financial institutions using FlowIQ.
75%less manual work
2 wksaverage implementation