While the fintech revolution continues accelerating the pace of change, we’re pursuing innovative technologies that can help us maximize the value we deliver to clients.
Here are five ways we are using technology to drive down 帖子-trade processing costs 和 enhance the safety 和 security of the global financial marketplace.
Artificial Intelligence/Machine 学习 (AI/ML)
In 2017, we incorporated AI 和 ML to enhance our Mutual Fund Profile II service, reducing the time it takes to process 和 更新 the mining of data from prospectuses 和 other documents filed within the U.S. SEC EDGAR系统. This helps clients make sense of the overwhelming volume of data in mutual fund prospectuses.
未来的镜头: We are currently working on an initiative to develop a platform for a centralized location to apply AI 和 ML to data already collected, which will allow teams to quickly obtain insight from data.
api
2020年2月, we launched the API的市场, which provides a central location for api developed by 存, streamlining access to services 和 improving the user experience. Our first API launched in the Marketplace is Risk Management as a Service, a service that leverages data 和 st和ards to provide clients with a detailed view of their risk position.
未来的镜头: Additional api for other products 和 services are in development, including one that will help clients to submit, 更新, 和 query new 和 existing claims against Corporate Action events. Future api will be launched later in 2020 和 beyond.
云计算
We have worked closely for 8 years with CSPs to provide cloud capabilities that meet 存’s stringent requirements for security, 弹性和恢复. We currently use AWS for select business processes, 和 other CSPs 和 SaaS providers for email, 协作工具, 和 solutions supporting our corporate functions.
未来的镜头: We will continue to strategically leverage cloud for targeted business opportunities that can provide benefits to us 和 our clients, including realizing capital efficiencies, improving time to market 和 introducing new capabilities.
Distributed Ledger Technology (DLT)
自2015年以来, we have been working with the industry to evaluate the best uses of DLT 和 have published multiple industry white papers, conducted a DLT benchmark study, 和 launched a transformative initiative for our Trade Information Warehouse to move it from a mainframe application to the cloud 和 establish a private permissioned distributed ledger network for derivatives.
未来的镜头: 项目离子 和 项目惠特尼 are our latest efforts to examine the potential use of DLT, asset digitalization 和 other emerging technologies. 项目离子 seeks to build on our successful efforts over the past several years to further optimize the settlement process in the public markets. 项目惠特尼 considers opportunities to provide increased levels of digitalization throughout the private market asset lifecycle.
Robotics Processing Automation (RPA)
在过去几年里, 存 been leveraging RPA internally in select opportunities to improve quality 和 efficacies while reducing costs. In 2019, we integrated RPA software into our GTR service to support new client onboarding processes as well as certain client account amendments. The software automates the client onboarding process by pulling data from client-provided documents, retrieving publicly available information regarding the potential client, 和 sending that information back to the GTR service to establish an account. With RPA, we have been able to increase the accuracy of account information. In fact, manual processing errors have been reduced by 58%.
未来的镜头随着时间的推移, RPA could help mitigate risk by, 例如, 减少人工错误率, speeding up processes for clients by highlighting exceptions earlier in the process, 和 adding a level of consistency that simplifies the onboarding life cycle.