Modernizing Post-Trade: Event-Driven Workflows & Automation

As settlement cycles compress, buy-side firms are rethinking post-trade operations. Join us to discover how Bloomberg modernizes post-trade workflows with event-driven synchronization, intelligent automation, and enhanced operational oversight while supporting more efficient settlement. Discussion Topics: • Market Evolution: Firms are moving beyond traditional balance reconciliation toward event-based synchronization that supports a current, accurate, and trusted IBOR. • Modern Criteria-Based Rules Engine: Clients can define how incoming events are handled based on event type, materiality, and operational risk. • Flexible Workflow Automation: Compare critical events, auto-accept trusted third-party data, or combine both through hybrid rules to balance oversight with efficiency. • Operational Oversight in Trade Complete: Improve visibility into outstanding tasks, exceptions, ownership, and next steps required to complete post-trade activities. • Supporting Compressed Settlement Cycles: Expand asset-servicer integrations and customizable SWIFT messaging to support outsourced operating models, streamline data exchange, and accelerate settlement readiness.