Ascendis Margins can manage the vast majority of workflow in your margin and credit administration departments, helping you cut costs and mitigate risk. It automates virtually every credit management activity, helping identify and resolve more than 30 typical margin, cash and other account exceptions, trading violations and asset movement requests.
Ascendis Margins gives you the flexibility to support your own procedures and workflow by defining custom exception lifecycles, escalation parameters, communication options, action rules and notification timelines according to multiple dimensions. Within a single application, you can manage separate margin policies for different branches, customer segments, correspondents or any criteria of your choice.
Ascendis Margins enables you to:
You can automatically route cases based on physical attributes such as branch or account. Ascendis Margin also supports skill-based routing (based on exception types) and escalation-based routing (based on case status), and includes a catchall bucket for unrouted items.
Our open architecture allows you to integrate your margin operations with mailroom vendors and downstream applications to alert field associates or seamlessly send mail notifications.
Explores ways broker-dealers must improve operations to navigate fixed income market risks.
Global tier 1 bank transforms operations to fuel long-term growth