A leading global shipping & logistics firm faced significant trading inefficiencies with its legacy CTRM system. Slow performance and process bottlenecks hindered trade execution, while limited real-time visibility made it difficult for teams to respond swiftly to market fluctuations. The lack of automated trade validation and amendment controls led to increased errors and compliance risks, impacting overall trading accuracy. Additionally, as an on-premise system, it restricted scalability and accessibility, limiting collaboration across global trading teams. To overcome these challenges, the firm transitioned to a modern CTRM solution, Aspect, leveraging custom configurations and automated workflows to enhance trade governance, accuracy, and efficiency.
STP automation eliminated delays and manual errors.
Automated trade matching improved accuracy.
Price validation reduced errors and enhanced control.
To improve trade accuracy, compliance, and transparency, we implemented robust validation and amendment controls within Aspect CTRM. These enhancements reduced discrepancies, improved auditability, and minimized financial risks by enforcing standardized trade booking, approval, and modification workflows.
Controlled Trade Booking
Trades could only be booked in a ‘Planned’ state, preventing premature execution risks.
Mandatory Confirmation Documents
Traders had to upload confirmation documents before processing, ensuring accurate trade records.
Trade Control & Product Control Validation
Teams verified compliance, price curve accuracy, and payment details.
Restricted Trade Edits
Once committed, trades couldn’t be modified directly, preventing unauthorized changes.
Amendment Request Workflow
Users submitted formal amendment requests with justifications for review and approval.
Revalidation & Approval
Amended trades re-entered validation to ensure compliance before final confirmation.
Unlock operational efficiency and reliability with Value Creed’s services. Optimize performance with fast, accurate data extraction, reconciliation, calculation, and reporting.
Value Creed’s experts transformed trade operations by enhancing control, compliance, and efficiency within Aspect CTRM. Our structured approach minimized errors, reduced financial risks, and ensured seamless trade execution. With stronger validation and governance, businesses achieved faster processing, improved transparency, and better regulatory adherence. This resulted in reduced trade discrepancies, streamlined approvals, and enhanced operational resilience. Our expertise ensured a scalable, high-performing CTRM environment that supported growth, agility, and long-term success.
Explore our suite of solutions designed to empower your trading and risk management functions. Partner with us for a transformative CTRM experience that drives success in today’s ever-evolving markets.
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you may opt out at any time by replying “STOP.”