Agentic Solutions for Capital Markets
Every account reconciled, every settlement on time
Your back office reconciles investor accounts, processes trades, and manages settlement data across Excel, databases, and reporting systems. Matterway's Agentic Assistant guides associates through each workflow, reducing handling times and reconciliation errors across the board.
Talk to a capital markets operations expert
Up to 65%*
Reduction in handling time.
3-5x*
Productivity improvement across assisted workflows.
Up to 40%*
Reduction in repetitive admin work.
*Average metric improvement across a portfolio of Capital Markets use cases.
See how it works in
real capital markets workflows
Results
Handling Time Reduction
65%
Integration Tools
Excel, Azure SQL, SharePoint, Outlook
See full walkthrough
The problem
As part of the end-of-month process, investor accounts are reconciled according to the tax and insurance method to comply with tax obligations and maintain financial accuracy. The back office team reviews client-provided documents against financial data from the company's database in a lengthy and error-prone Excel-supported process across SharePoint, Azure SQL, and Outlook.
With the Assistant
Triggers inside SharePoint, where the associate starts by reviewing the Excel allocation sheet. The Assistant automates the creation of a new reconciliation sheet, including folder setup and template adjustments. It then auto-matches closing ledger balances against master data via Azure SQL and highlights results visually for review. Collections data is retrieved automatically. When variances remain unidentified, the Assistant generates PDF evidence sheets and uses GenAI to draft a client notification email. A success summary gives the associate closure before moving on to the next task.
Beyond the metrics
We’re talking about outcomes that aren’t just numbers.
Faster staff
onboarding.
onboarding.
New associates follow the same guided flow as experienced ones. Multi-system tasks across Excel, databases, and document repositories become step-by-step processes from day one.
Lower risk of processing errors.
The Assistant auto-matches balances, highlights discrepancies visually, and generates structured evidence. No manual copy-paste between systems. No missed cells.
Smoother handoffs across teams and systems.
Capital markets workflows often span multiple teams, time zones, and platforms. The Assistant keeps each step structured and complete, so the next person in the chain picks up exactly where the last one left off, with nothing missing.
Agentic Assistance solution areas
Matterway helps capital markets back offices accelerate reconciliation, settlement,
and client operations workflows.
and client operations workflows.
Reconciliation & Settlement
Client Operations & Reporting
Reconciliation & Settlement
Reconcile accounts and process settlements faster, with every figure verified. Associates stay in control while the Assistant handles data retrieval and matching.
Use cases:
Reconciling Investor Accounts
Post-Trade Processing
Fees & Billing Reconciliation
Settlement & Clearing
Client Operations & Reporting
Handle client onboarding, data management, and regulatory reporting with full process compliance. HITL automation ensures every step follows the playbook.
Use cases:
Client Onboarding
Data Integrity & Control
Investor Reporting & Communications
Regulatory Compliance
Join the world’s leading Ops teams optimizing further
Get a powerful assistant that allows you to boost productivity and unlock hidden efficiencies that would otherwise remain untapped.
Talk to a capital markets operations expert
Matterway is an enterprise-grade, AI-native intelligent assistance platform that simplifies complex employee workflows for large organizations and BPOs. Combining AI agents, automation, UX, and human-in-the-loop capabilities, it helps amplify human potential at scale. Acquired by Cognizant (Nasdaq: CTSH) in October 2025.
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