Operational insight, built for capital markets
Operational metrics are still pieced together from spreadsheets after the fact. Float measures every stage of the trade lifecycle in real time, from capture and affirmation to confirmation, so you see where work is stuck, and why.
Every stage of the lifecycle, measured
Insights are built into every Float workflow, so metrics come from the work itself, not from reports pieced together at month end.
Capture
Trade capture performance
See how quickly trades are captured, by source, desk, and counterparty, and where they still need manual input before they can move on.
See details about Trade capture performanceAffirmation
Affirmation rates and breaks
Track affirmation rates, time to affirm, and breaks by counterparty, so you know which relationships need attention before a trade settles.
See details about Affirmation rates and breaksConfirmation
Confirmation cycle times
Follow trade volumes, dispute rates, and confirmation cycle times across every counterparty, and see where disputes originate and how they are resolved.
See details about Confirmation cycle timesTeam
Team performance
See where your team's time goes. Compare completion times and task volume across teams and processes to find bottlenecks and plan resources.
Automation
Automation performance
Quantify what Float AI and Sterling are doing for you, with matching accuracy, automation rates, and exceptions, broken down by product and counterparty.
See details about Automation performanceAnalytics where the work happens
Every metric is calculated from live activity on Float, so trading, operations, and leadership work from the same numbers. Build the views each team needs, from a firm-wide trend down to a single desk, product, or counterparty.
Real-time updates
Metrics update as work happens, so decisions are made on current numbers, not last month's.
Customizable views
Slice data by counterparty, desk, product, or team, and save the views you use every day.
Data export
Export any dataset for internal reporting, or for further analysis in your own tools.
One view for the whole organization
Trading
See how quickly your trades are captured, affirmed, and confirmed, and which ones still need your input before they settle.
Operations
Prioritize work by volume and urgency, spread it evenly across the team, and spot bottlenecks before they become backlogs.
Executive leadership
Measure team performance, counterparty efficiency, and automation impact to plan resources and evaluate technology investment.
Technology
Track how automation and integrations perform across the trade lifecycle, and where the next improvement will come from.
See your whole operation in real time
Measure every stage of the trade lifecycle, from capture to confirmation, and know where work is stuck, and why.