Securities Trade Approvals
Cflow automates securities trade approvals for streamlined investment execution and adherence to regulatory compliance.
Why automate?
Finance teams are able to organize their investment portfolio efficiently with a streamlined trade approval process. Authorization of buy and sell orders for stocks and bonds is an essential for approving security trade approval requests. There are several moving parts to authorization of trades. In order to approve a trade proposal, finance teams have to evaluate the proposal, assess prevailing market conditions, and obtain required approvals from stakeholders.
Manual methods are not so efficient in handling security trade approvals and also ridden with errors and compliance risks. The best way out of this situation is to automate the securities trade approval process for error-free and timely execution of requests. A workflow solution like Cflow can streamline securities trade approvals effectively.
How Cflow Can Help Automate the Process
Transform & streamline business processes with cloud BPM & workflow automation software.
Join 100k + Users Who Are Already Using Cflow
“I’m really impressed with the support provided by Cflow. There has never been a time when they have kept me waiting. A product that is simple to use and a team that is smart and extremely fast are factors that help me feel reassured and confident.”
“The WFH environment during the COVID-19 pandemic made it clear how inefficient our processes were. Cflow allowed us to digitize paper forms with automated workflows. If you can envision a tool for an online workflow, it can be done in Cflow!”
“We are extremely liking CFlow. So far any issues that we’ve had once we contacted support they were able to help us resolve the issue. This has helped us take a paper process and replace it, faster and more streamlined now for us.”
