Target audience:
Broker/dealers and investment managers who want to optimize their use of CTM by including SSIs within the trade information supplied to CTM, either using ALERT or manual SSIs.
Course description:
The provision of accurate and up-to-date SSIs by both parties to a trade improves efficiency in the settlement cycle, can reduce the risk of settlement failure and is one of the key enablers to achieving a no-touch workflow. During this webinar, you'll learn about the different options available to enrich your SSIs to ensure you are able to optimize your use of CTM and other ITP products.
Learning Objectives:
- Determine the best solution for you to enrich SSIs on your CTM trades – ALERT or manual
- Understand the requirements for successful enrichment to take place and why this is important for downstream systems such as Settlement Instruction Manager and Settlement Status Manager
- Configure your CTM and ALERT setup to facilitate the enrichment of SSIs
- Additional functionality to consider: Place of Settlement (PSET) matching and handling errors in the CTM UI