Eliminating the barriers to Straight Through Processing through the delivery
of enterprise-wide, real-time Transaction Lifecycle Management solutions

Services Overview

From buy-side traders to sell-side brokers and custodians, SmartStream has worked with leading institutions to ensure they implement volume insensitive, instrument agnostic STP solutions that deliver control to the transaction lifecycle.

With 1,000 customers globally, SmartStream Technologies understands the market and regulatory pressures and can provide the right solution to meet institution's differing needs.

The result of our experience and expertise is a comprehensive approach to helping clients realise their business-orientated solutions and strategies: The SmartSteps Methodology. Based on this proven methodology, our professional services consultants, engineers and trainers have established a track record in consistently delivering complete solutions to agreed specifications, on time and on budget.

The SmartStream SmartSteps methodology is applied to following areas of expertise:

Implementation Services

By specialising in the financial services sector providing consulting services on and around our products and solutions, SmartStream Professional Services has built an unrivalled expertise in understanding the transaction management needs of its clients.

Business Consulting

As financial institutions look to the challenge of achieving Straight Through Processing (STP) through leveraging technology, the importance of SmartStream Technologies’ industry expertise, knowledge and leading-edge solutions continues to grow.

Customer Support

SmartStream Technologies’ support services provide customers with access to the help and advice they need to gain maximum benefit from our solutions. Our global support infrastructure is organised by product centre with each product area centrally co-ordinated to ensure full cover at all times.

Customer Training

SmartStream offers a wide range of structured and bespoke product and release-specific training solutions, designed to ensure that our customers gain the optimal benefit from our products and solutions.

Outsourced Reconciliations

As institutions struggle with processing bottlenecks caused by volatility, concerns around falling margins on commoditised products and increasing instrument complexity they are looking for new methods to deliver lower operational costs and risk.