Asset Servicers

Streamlining Operations for Asset Servicers

Custodians face serious challenges, navigating through manual, error-prone processes, fragmented communication channels, and decentralized documentation. These inefficiencies not only delay revenue streams but also inflate operational costs, hindering seamless trade activities and eroding client satisfaction.

Revolutionizing Custodian Operations with Saphyre

Saphyre leverages patented AI and automated workflows to expedite onboarding, streamline account maintenance, and ensure real-time trade readiness. By providing a unified platform for managing data, documents, and workflows, Saphyre eliminates redundant processes, reduces errors, and enhances operational efficiency for custodians. This transformation allows custodians to offer a “one asset servicer” experience, enabling investment managers to seamlessly add services over time.

Create a ‘One Asset Servicer’ Experience for your clients

With Saphyre, asset servicers can offer custody services, then seamlessly upsell, allowing clients to add services over time, maximizing efficiency, reducing costs, and improving overall client satisfaction.

Streamlined operations

Reduce manual effort and errors with automated workflows and centralized data management.

Enhanced transparency

Provide clients with clear visibility into account activities and document status, fostering stronger relationships.

Scalable growth

Handle more business without increasing expenditure by leveraging Saphyre’s interoperable platform.

Improved client satisfaction

Impress clients with easy-to-use interfaces, bulk actions, and transparent progress tracking, leading to increased loyalty.

Comprehensive service offerings

Offer a “one asset servicer” experience, allowing buy sides to easily add additional services over time

Seamless account transitions

Port over your client’s accounts from an incumbent custodian in days, not months.

Real Impact: Accelerate Your Operations

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Faster

Ready-to-Trade

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Reduction

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The Saphyre Difference

Automatic Prefill of Custodian Packs

Automatically prefill standard account information, all SWIFT and custodian bespoke reporting instructions, trade routing instructions, contact information, and custom corporate actions instructions.

AI-Powered Document Management

Allow clients to centrally manage documents and permission them instantly across service providers. Automate the storage, verification, versioning, and status tracking of documents, reducing manual intervention and ensuring data accuracy.

Simple, Streamlined Change Requests

Clients can easily add or remove markets and currencies and update reporting, routing, and standing instructions details across multiple accounts at once.

Deliver premier service and realize revenue faster

Better Client Service and User Experience

Transparency and efficiency lead to improved client trust and satisfaction, fostering stronger business relationships.

Revenue Growth

Increased efficiency enables asset servicers to win additional trading volume and upsell additional services to clients.

Reduce Overhead and Processing Time

Saphyre’s workflow allows your clients to self-serve, and all the data is available via our system integrations/APIs.

Reduce Costs

Automation and streamlining processes result in significant reductions in manual efforts and operational expenses.

Risk Mitigation

Improved data integrity and reduced operational risks ensure compliance and minimize potential penalties or disruptions in trading activities.