+1 (732) 253-7955 sales@ezops.com

What we do

INSPIRE CHANGE

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.

Our SOLUTIONS

DATA RECONCILIATION

Matches data across systems and formats
Self service feature enables business users to map data
Integrated workflow streamlines breaks resolution

ANALYTICS & REPORTING

Reporting for the “C” Suite,  Operations, Compliance & Investors
P&L | Collateral | Cash | Risk | Accounting | Recon

Machine-learning
Artificial Intelligence

Machine learning, NLP, Pattern recognition & predictive analytics
Prescriptive auto correction, drastically reduces human intervention
Self learning capability continually optimizes human capital allocation

DATA CONTROL & WORKFLOW MANAGEMENT

Workflow management with preconfigured functional workflows to orchestrate data across systems & user groups (middle & back office), with SLA monitoring

REGULATORY REPORTING

SDR | MIFID2 | Annex4-AIFMD
Rules based framework & Integrated workflow

A.I. – BREAKS MANAGEMENT

CLOUD BASED – PREDICT & CLASSIFY BREAKS – AUTO RESOLUTION

PREDICTIVE ANALYTICS PREDICTIVE ANALYTICS

Predict reason for breaks with machine learning algorithms trained on historical data.

ML-BASED ANALYTICS ML-BASED ANALYTICS

Document, track and view patterns discovered by ML algorithms via a user-friendly dashboard.

AUTO RESOLUTION BOTS AUTO RESOLUTION BOTS

Automated break resolution coupled with predictive reconciliation, enables a complete straight-through process that identifies and resolves breaks.

AUTO RESOLUTION BOTSENGINEERED FEATURES

Uncover previously-unidentified issues by creating domain specific characteristics

IMPROVED SPEED AND ACCURACY IMPROVED SPEED AND ACCURACY

Machine learning algorithms rapidly consume historical training data and accurately classify reasons for breaks.

INSIGHT INSIGHT FROM DEEP LEARNING

Neural networks break analysis can address upstream issues and improve overall efficiency.

OPTIMIZE RESOURCES OPTIMIZE RESOURCES

Automatic break classification and resolution frees up operations users for other value-added tasks.

EASY TO SETUP &s; USE EASY TO SETUP & USE

Simple configurations and intuitive processes empowers operations users to realize immediate benefits.

DATA RECONCILIATION

CLOUD BASED – FAST DEPLOYMENT – IMMEDIATE RESULTS

KEY BENEFITS
CLOUD BASEDCLOUD BASED

Cloud-based reconciliation platform

EASY CONFIGURATIOEASY CONFIGURATIONS

Configure & run on the go, no more spreadsheets or manual workarounds

NO IT INVOLVEMENTNO “IT” INVOLVEMENT

User-friendly mapping empowers business users to configure without IT involvement

USER DEFINED RULES FRAMEWORKUSER DEFINED RULES FRAMEWORK

Write simple English, no code required

INTEGRATED WORKFLOWINTEGRATED WORKFLOW

Integrated workflow automatically distributes exceptions and enables controls, automates processes, enhances audit & control

HISTORICAL ANALYSIS & PREDICTIVE ABILITYHISTORICAL ANALYSIS & PREDICTIVE ABILITYHISTORICAL ANALYSIS & PREDICTIVE ABILITY

Analysis of historical breaks enables predictive reasoning

HOW IT’S USED
END OF DAY

Trade, Positions, Cash, Balances, Valuations, Collateral, Risk numbers

SYSTEM 2 SYSTEM RECONCILIATION

System 2 system (front, middle, back, accounting) & exception management

PORTFOLIO RECON

Supports comprehensive port rec for fund | manager | PB | Admin | Custodian

REGULATORY REPORTING

Data management: aggregation & normalization

DATA CONTROL & WORKFLOW MANAGEMENT

CLOUD BASED – STREAMLINE PROCESSES – BETTER VISIBILITY – ENHANCE CONTROL– ENSURE CONSISTENCY & COMPLIANCE

DATA MAPPING, CONFIGURATION & VALIDATIONDATA MAPPING, CONFIGURATION & VALIDATION

Business users can map & configure data, no IT involvement.

DATA QUALITYDATA QUALITY

ARO can be deployed at source (Bank’s client), to ensure data quality prior to provision of data into the bank’s systems

WORKFLOW MANAGEMENTWORKFLOW MANAGEMENT

 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

USER DEFINED RULES FRAMEWORKSLA MONITORING & KEY METRICS REPORTING

Pre-empt agreement breaches & dynamically check adherence to SLA’s. Calculates and presents KPIs in a user friendly dashboard

INTEGRATED WORKFLOWALERTS & NOTIFICATIONS

Alerts users, groups. Setup email notifications
Standalone or integrated to enterprise mail system

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REGULATORY REPORTING

END-TO-END REGULATORY COMPLIANCE SOLUTION—ON A SINGLE PLATFORM

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Enhances compliance quality

Reduces duplication of data between finance, risk & compliance

Easily extends to new reporting mandates

Increases resource efficiency and reduces violations

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REGULATIONS

Configurable Regulatory Rules Framework

Swap Data reporting | Mifid II | AIFMD

USERS

Senior Management

  • Finance
  • Risk
  • Compliance
  • Operations
  • Regulators

ANALYTICS & REPORTING

INFORMATION-RICH, REAL-TIME INSIGHTS TO PROVIDE ACTIONABLE INTELLIGENCE

Users can dynamically create custom reports
OR
use 100+ pre-configured reports for:

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Real time, dynamic reports improves decision making, risk mitigation and process optimization

100+ reports built by practitioners with strong business expertise

Delivers relevant information to all stakeholders

Analyze and report on structured and unstructured data (PDF, Data Streams)

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USERS

“C” suite:

  • CFO
  • CRO
  • CIO
  • COO
  • Portfolio managers
  • Operations
  • Regulators

LEADERSHIP TEAM

Bikram Singh

Founder & CEO

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.

Sarva Srinivasan

Founder & President

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.

Dutt Chintalapati

Founder & COO

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 Zucker

CTO

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.


Advisory Board

Jonathan Beyman

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

Robert D. Finnell

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

Atul Dubey

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.

Pat Schena

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 Nakachi

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.

NEW YORK

31 West 34th St
Suite 8034
New York, NY 10001
(646) 668-5605

San Francisco

717 Market St
Suite 100
San Francisco, CA 94103
(415) 213-2822

NEW JERSEY

409 Joyce Kilmer Avenue
Suite 321
New Brunswick, NJ 08901
(732) 253-7955

INTRIGUED?

sales@ezops.com

DUBLIN

Liffey Trust Centre
117 Upper Sherriff St.
Dublin 1
+353 1 254 4096

NEW DELHI

Okaya Center
705, Tower 1
B-5,
Sector-62
Noida-201309
+91-120-6522361

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