SmartStream Technologies
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Business Needs Overview

SmartStream provides enterprise-wide, real-time Transaction Lifecycle Management (TLM) software solutions that deliver sustainable ROI through non-disruptive business transformation. These solutions are used by 1,000 clients, including more than 75 of the world's top 100 banks, to deliver control to the transaction lifecycle.

Using SmartStream's range of TLM software solutions, clients can tackle the barriers to STP and create more efficient, customer-focused, cost-effective, compliant operations. SmartStream develops TLM solutions for:

  • Account Reconciliation Management

    Delivering control and efficiency to account reconciliation and balance sheet substantiation.

  • Business Process Management (BPM)

    Providing a volume insensitive platform for financial institutions to model, automate, execute and monitor transactions across their lifecycle.

  • Cash & Liquidity Management

    SmartStream's TLM Cash & Liquidity Management delivers a comprehensive, real-time cash management software solution to support optimal investment and lending opportunities.

  • Compliance Management

    Workflow-based solutions that enable the auditable checkpoints and snapshots needed throughout the transaction process to deliver compliant operations.

  • Corporate Actions Processing

    Supporting the complete corporate actions event management lifecycle from golden record creation to entitlements.

  • Exception Management

    Helping to deliver predictability and manageability to create pre-emptive exception management processes.

  • On Demand (SaaS)

    SmartStream’s TLM OnDemand delivers industry-leading reconciliations processing as a managed and highly secure service.

  • OTC Derivatives Processing

    SmartStream's TLM Trade Process Management solution for OTC Derivatives is a scalable, exceptions-based operation that manages events over the end-to-end derivatives transaction lifecycle.

  • Reconciliations

    Market-leading solutions capable of reconciling the widest range of financial instruments, accounts, positions and processes on a single platform.

  • Reference Data Management Utility

    A cost-effective alternative for managing reference data delivered by an industry venue that provides integration and cleansing of data sources, with rules-based processing providing integrity checks on all incoming data.

  • Trade Finance

    SmartStream's trade finance software solution for automating all routine banking processes involved in the documentary business.

  • Trade Process Management

    SmartStream's TLM Trade Process Management software solutions address the post-trade allocation, confirmation, clearing and settlement needs of buy-side, sell-side and custody firms.

  • Treasury Confirmations

    SmartStream's TLM Treasury Confirmations software solution Delivers the highest automatch rates to treasury confirmations processing.

  • Utilities Data Management (DClear)

    DClear’s Utilities are an on-demand style platform that enables clients - whether banks, asset managers or hedge funds - to retain market differentiation with an industrial operational model for common processing services.