Our software transforms Operations by applying A.I. (machine learning & natural language processing ) across business lines at financial institutions.
Cloud based software provides integrated data aggregation, data control, reconciliation, reporting & workflow management.
Matches data across systems and formats
Self service feature enables business users to map data
Integrated workflow streamlines breaks resolution
Reporting for the “C” Suite, Operations, Compliance & Investors
P&L | Collateral | Cash | Risk | Accounting | Recon
Machine learning, NLP, Pattern recognition & predictive analytics
Prescriptive auto correction, drastically reduces human intervention
Self learning capability continually optimizes human capital allocation
Workflow management with preconfigured functional workflows to orchestrate data across systems & user groups (middle & back office), with SLA monitoring
SDR | MIFID2 | Annex4-AIFMD
Rules based framework & Integrated workflow
Predict reason for breaks with machine learning algorithms trained on historical data.
Document, track and view patterns discovered by ML algorithms via a user-friendly dashboard.
Automated break resolution coupled with predictive reconciliation, enables a complete straight-through process that identifies and resolves breaks.
Uncover previously-unidentified issues by creating domain specific characteristics
Machine learning algorithms rapidly consume historical training data and accurately classify reasons for breaks.
Neural networks break analysis can address upstream issues and improve overall efficiency.
Automatic break classification and resolution frees up operations users for other value-added tasks.
Simple configurations and intuitive processes empowers operations users to realize immediate benefits.
Cloud-based reconciliation platform
Configure & run on the go, no more spreadsheets or manual workarounds
User-friendly mapping empowers business users to configure without IT involvement
Write simple English, no code required
Integrated workflow automatically distributes exceptions and enables controls, automates processes, enhances audit & control
Analysis of historical breaks enables predictive reasoning
Trade, Positions, Cash, Balances, Valuations, Collateral, Risk numbers
System 2 system (front, middle, back, accounting) & exception management
Supports comprehensive port rec for fund | manager | PB | Admin | Custodian
Data management: aggregation & normalization
Business users can map & configure data, no IT involvement.
ARO can be deployed at source (Bank’s client), to ensure data quality prior to provision of data into the bank’s systems
Pre-configured workflows for collateral, regulatory, legal, cash, breaks, client on-boarding, etc.
Streamline and accelerate processes by reducing manual entry and request handling
Reduce risk of manual and excel based tasks
Improve compliance with audit trails
Increase output and increase productivity
Track status (completed, pending, or in-progress, etc.) in real time
Identify trends (group, individual, clients) over time
Pre-empt agreement breaches & dynamically check adherence to SLA’s. Calculates and presents KPIs in a user friendly dashboard
Alerts users, groups. Setup email notifications
Standalone or integrated to enterprise mail system
Configurable Regulatory Rules Framework
Swap Data reporting | Mifid II | AIFMD
Users can dynamically create custom reports
use 100+ pre-configured reports for:
Built and managed operational services and technology solutions for banks, hedge funds, asset managers, fund administrators and custodians.
Over 20+ years of experience working at McKinsey, Lehman, Lava, Goldman & Citi before founding EZOPS.
BS in Political Science from Illinois Institute of Technology.
Experienced in global sales, product engineering and deployment of targeted technology & operations solutions to financial institutions across the globe.
Prior to founding EZOPS, he worked at Calypso, Quinnox, Oracle Financial Services, Wipro & 2 start-ups spanning 20+ years.
B Tech in Computer Science from IIT, Madras & a PGDM from IIM, Bangalore.
Over 25+ years of experience managing solutions and teams in trading operations, management consulting and technology.
Prior to founding EZOPS, he worked at Genpact, Calypso, Price Waterhouse and Banco Santander. Instrumental in building Calypso from a start up to $200m in revenue, as Head of the Americas.
BS in Accounting from University of Bombay & an MBA from the University of Rochester.
Jim has over 25 years of experience in capital markets building and managing trading systems.
Prior to joining EZOPS was a CTO for a startup, FundPaaS, VP of Engineering Operations at an industry leader at Calypso. He worked 18+ years on Wall Street at Salomon Brothers and Citigroup.
BA in Computer Science from SUNY New Paltz & retired military officer.
Jon has over 40+ years of experience in senior management roles in financial services technology and operations. Most recently Jon has served as the Global Head of Operations & Technology of Citibank‘s Institutional Client Group.
Previously, Jon has served as the CIO and Global Head of Operations & Technology at Lehman Brothers, Global Head of Investment Bank Operations at Credit Suisse. Jon is a member of several non-profit and Industry Boards.
He was an Adjunct Professor at the Univ of Connecticut MBA program
Mr. Finnell has over 30 years of experience in counseling rapidly growing private and publicly held technology companies.
He has served as Chief Legal Officer of Calypso, General Counsel of Ventaso and as Chief Legal Officer & General Counsel of PeopleSoft.
Prior to PeopleSoft, he held national and international counsel roles at Ingres and The Wollongong Group.
He serves as Director of Northwoods League
Mr. Dubey serves as Senior Vice President, Global Strategy at Wolters Kluwer, where he leads the strategy development processes, evaluates new markets and identifies potential growth opportunities
He has worked at S&P and Citigroup in senior management strategy and operations roles. Prior to that he worked at Booz and Co.
Mr. Dubey began his career in manufacturing leadership assignments in pharmaceutical and industrial firms.
Mr. Schena has 30+ years of experience in finance, operations, consulting and technology management
He is currently, Adjunct Assistant Professor of International Business Relations at the Fletcher School, Tufts University, and Co-Head of SovereigNet
In addition, he is an Associate-in-Research at the Fairbank Center for Chinese Studies, Harvard University. He co-founded two successful providers of technology and operations services to investment managers.
Mas is currently a Senior Advisor with OpenGamma and working on independent projects in the crypto currency/blockchain and machine learning domains.
He was previously Vice Chairman, CEO and COO at OpenGamma. Prior to OpenGamma Mas was at Calypso for 9.5 years where he was the director of business development across products and began his career there developing and building the credit derivatives business.
He earned a B.S. in Finance and Philosophy from the Leonard N. Stern School of Business at New York University.
31 West 34th St
New York, NY 10001
717 Market St
San Francisco, CA 94103
409 Joyce Kilmer Avenue
New Brunswick, NJ 08901
Liffey Trust Centre
117 Upper Sherriff St.
+353 1 254 4096
705, Tower 1 B-5,