A "Playbook" for Automating the Front Office
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A "Playbook" for Automating the Front Office

Digital transformation is not easy. It can be hard. But the advantages of integrating and using innovative, advanced technologies across derivatives trading functions are very tangible. Undertaking such a task may likely face obstacles inside an organization and will certainly face challenges. Nonetheless, digital automation is quickly becoming mainstream across the capital markets.

This paper serves as a brief “playbook” on how to get started on automating the front office. Author, Jim Jockle, CMO of Numerix discusses several proven strategies, such as:

  • Beating the internal cultural challenge to change.
  • Making a successful business case for automation.
  • The right first steps to take as the automation project gets started.
  • The advantages of getting help from a technology vendor.

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