Duco

"A generic reconciliation tool simply wasn't going to work for us." In our latest client story, Director Ryan Connelly walks through how Bain Capital Credit transformed their operations with Duco. From time consuming manual matching to automatch rates in the 90s, a self-sufficient team building their own processes within weeks, and a data foundation that changed how leadership makes decisions. Want to know what scalable, adaptable ops actually looks like in practice? Read more in the comments.👇 #Reconciliation #Operations

Last week we hosted Duco summer drinks in New York, bringing together Operations and technology leaders from across post-trade financial services for an evening of conversation about where agentic operations is headed. A highlight of the evening was a fireside chat between Jason Conti, Duco's Head of Client Experience, Americas, and Chris Schultz, Principal on the Operations team at Churchill Asset Management. Chris shared how Churchill's five-year partnership with Duco, which started with cash and position reconciliations, has evolved into piloting agentic AI over the past two months. A few standout moments: - His team built a reconciliation between their document management system and investment book of record in under 20 minutes, work that used to sit on the back burner indefinitely. - The shift from reactive to proactive: catching breaks before they surface in core reconciliations, not after. - His take on what's next: Duco's agent talking directly to custodian and prime broker agents, handling first-level research and exceptions end to end. His advice to the room: lean in now. The risk isn't the technology, it's inaction. Thank you to everyone who joined us, and to Chris for sharing Churchill's story so openly. #AgenticOperations #PostTrade

Just over one week to go until our webinar on the buy-side agentic Operations playbook! James Maxfield will be in conversation with Chyavan Rees from Alpha FMC and Mike Leader from CPP Investments | Investissements RPC to unlock real strategies for operationalising agentic AI on the buy side. They'll cover the full journey: from pilot stage to delivering value across your post-trade Operations. https://lnkd.in/e3XtHr8S Can't make it on the day? Register anyway to get the recording first. #PostTrade #AgenticAI #Operations #BuySide

Shape the agentic AI conversation for post-trade ⤵️ Does the talk accurately reflect where you’re at, and what you care about right now? Share which of these challenges is top of your mind - and head to the comments 💬 to tell us why (or if something else is top of your list) #AgenticAI #PostTrade #Operations

AI: should you run it in-house, or partner with a vendor to deliver your vision? Our Chief Architect & Innovation Officer Robert Gates breaks down the issues with running AI on-premise for TechRadar Pro, including: ▪️ Model management: Why the best models will always outpace self-hosted ones ▪️ Talent drain: AI management requires dedicated specialists to handle all the things in-house that cloud-based vendors do for you ▪️ The scalable alternative: How cloud computing scales to keep pace with innovation, all while retaining the governance and control you need. Find the link to all Rob’s insights, including what happens when you work with a trusted partner to deliver your AI vision, in the comments ⤵️ #AI #Operations #Technology

Real-world insights and best practices for implementing agentic AI in Operations ⬇️ We asked experts from CIBC Mellon, HSBC and Celent on the lessons they, or the firms they talk to, have learned from innovating with AI. Here’s what they said was important to focus on: - Getting governance right early - Building a strong foundation of data quality - Bridging the gap between promising pilot and safe, scalable agents in production - Measuring the right outcomes, such as reduced manual effort, improved controls and enhanced efficiency Read their insights in their own words 👀: https://lnkd.in/e_Cfedst #AI #AgenticAI #Operations

Ready to leave hype behind and start walking the path to safe, scalable agentic AI in your Operations? We've just launched the Agentic maturity model for reconciliation. It's a best-practice guide and roadmap you can use to benchmark your Operations today, and discover what they could look like tomorrow. Each stage explores: - What the operating model looks like - The state of AI adoption - The role of your Ops team - The governance framework - How Ops is performing Find the link to our announcement in the comments to learn more and download your copy 👇

New webinar: The buy-side agentic AI playbook Join Duco, CPPIB, and AlphaFMC to discover how buy-side leaders are closing the gap between AI experimentation and agentic Operations that deliver at scale. James Maxfield (Duco), Chyavan Rees (Alpha FMC), and Mike Leader (CPPIB) will explore strategies and best practices for getting from promising pilots to operational value. Can’t make it on the day? Register anyway to get the recording first. Full details in the comments 👇 #PostTrade #AgenticAI #Operations

How to build agentic post-trade Operations according to experts from CIBC Mellon, HSBC and Celent: - Start with the problem. Focus on the issues you are trying to solve, rather than areas where AI can be bolted on - Build the case on value, not labour saved. The better question is how much better, faster and safer the work becomes, and how many more projects you can take on with the team you already have. - Design governance in from the start. The firms moving fastest have done exactly this, treating clear guardrails as the thing that lets them go faster rather than the thing holding them back. - Respect the gap between a pilot and production. Doing something clever once is easy. Doing it dependably, thousands of times, on real-world data, under proper oversight, is the work that counts. - Bring your people with you. Frame AI as a force multiplier, create a safe space to experiment, and watch the value, not the usage. Jeremy Hulme, Daniel Wright and Janey Speed shared what’s working and what isn’t with an audience of Operations leaders during our recent webinar. Find the link to their full insights in the comments 👇 #AgenticAI #PostTrade #Operations

The top agentic AI concern for post-trade leaders? Governance. Nearly half of respondents to our webinar poll picked it. But, as we found out in our conversation with CIBC Mellon, HSBC and Celent, governance is actually an enabler when done right. (Check the comments for more 👇) Next up was operating model. Traditional automation efforts have focussed on helping Ops workers do the same tasks faster; Agentic AI will fundamentally change what those tasks are. That has big implications for your operating model. Infrastructure took just 14% of the votes - in other words, technology is not the main priority. This is refreshing, because so many transformations focus almost entirely on the technology, forgetting the people it impacts. Which may be why 9% of our audience were most worried about adoption… What would you have picked? Let us know in the comments 💬 #AgenticAI #PostTrade #Operations