Industry Use Cases

Post Trade Operations

As an Operations Manager, I manage a team within Markets Ops Middle Office, which receives hundreds of emails a day. We need to act, respond, and close inquiries quickly in order to avoid trade fails.

Problem

  • We work in a group inbox and have to spend time manually tracking who is working on what emails outside of Outlook. This results in duplicating work if people are reading the same emails.

  • We sometimes miss emails or focus on lower-risk items when there is no clear ownership or message prioritization. This can lead to us missing our client SLAs.

  • Clients are also asking us to communicate on different channels outside of email, which adds another process we need to manage to our day-to-day work.

Our Solution

  • Our team now has automated assignment of incoming emails, and everyone can see who owns each query. This reduces our manual efforts and removes duplicative work.

  • Qwyn's features help us prioritize higher risk items first, always alerting us if we are getting close to missing a client SLA.

  • We can now manage all types of client requests in a single team inbox. 

  • Metrics and insights on how our teams are performing allow us to identify best practices and improve team capacity.