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Seamless Trade Execution

Optimized Trade Governance Drives 50% Faster Execution for Shipping Company with Aspect

Operational Challenge

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.

Scheduling Tool

KEY RESULTS

~50%

 Faster
Trade
Execution

STP automation eliminated delays and manual errors.

~30%

Reduced Reconciliation Errors

Automated trade matching improved accuracy.

~40%

Improved
Risk &
Compliance

Price validation reduced errors and enhanced control.

A Strategic Approach to Project Success

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.

Enhanced Trade Control & Governance

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.

Value Creed Services Mobilized

Expertise on demand

Expertise on Demand

Unlock operational efficiency and reliability with Value Creed’s services. Optimize performance with fast, accurate data extraction, reconciliation, calculation, and reporting.

Key Takeaways

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.

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