Industry Solutions

Engineered for Complex Capital Markets.

From fund managers to global custodians, FopsAI scales to handle the most demanding reconciliation challenges across equities, fixed income, OTC derivatives, and private debt.

Fund Managers

Automate complex OTC derivative reconciliations (swaps, options, futures) and private debt instrument matching. Aggregate matching for netted positions, tolerance-based comparison for notional amounts.

Custody & Brokers

Streamline securities settlement, corporate actions reconciliation, and client asset verification across multiple counterparties. ISIN/CUSIP/SEDOL resolution with multi-currency support.

Fund Administrators

Slash onboarding time for new funds from weeks to days. The AI Onboarding Agent auto-profiles client data, maps columns semantically, and configures match rules — through guided conversation.

Pilot Results

Case Study: Fund Manager

// Objective: Automate OTC Swaps Rec
-Setup Time: 14 Days
+Setup Time: 3 Days (AI Onboarding Agent)
-Daily Process: 4 Hours
+Daily Process: 40 Mins
> Impact: 80% Reduction in Operational Drag

Case Study: Global Fund Admin

// Objective: New Client Onboarding
-Mapping: Manual Excel VLOOKUPs
+AI Onboarding Agent auto-profiles data, maps columns semantically, configures match rules
-Config Errors: High
+Config Errors: Near Zero
> Impact: 3x Faster Time-to-Revenue
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