Post-Trade, Clearing and Settlement

Reconciliation and exception management, collateral and margin, corporate actions, custody and asset servicing, CSDs and clearing houses, client onboarding, proxy and shareholder communications. The shortened settlement cycle wrapping across the globe operating models across three continents, let alone the promise of a near instant, true T+0 future. All is constant and at the same time all is in motion. 

Storytelling in this environment can descend into tedious cliche that doesn’t convince actual buyers. Wasn’t everything supposed to be automated a decade ago? If this was easy, shouldn’t the last three companies to try it succeed? Yet getting it right has huge rewards. 

Cognito has served as a critical advisor for generations of development, creating and guiding marketing and communications strategy from early funding rounds all the way to an exit. We know what analysts, reporters, consultants, RFP writers and manager directors want and except to here. And can push you towards a programme that feels distinct and original inside a heavily regulated environment.