Transform Trade Capture into an Agentic Trade Operations Hub
Eliminate manual processes, reduce approval delays, and gain real-time visibility across your entire trade execution journey with AI-powered capture and workflow automation.
Precognis turns fragmented trade communications into a low-touch, AI-powered workflow that captures, validates, approves, books, and monitors trades with unprecedented speed, accuracy, and control. Built for global trading, operations, risk, and compliance teams, it delivers real-time visibility across the entire execution journey from first communication to confirmed trade and lifecycle monitoring.
Precognis creates a single governed workflow from trade communication to confirmed execution, while giving trading, operations, risk, compliance, and management teams a live view of pending trades, approvals, risk events, exceptions, and status.
Why Trade Execution Is Broken Today
Enterprises struggle because trade capture is scattered across Teams, chat, email, spreadsheets, and CTRM systems. This fragmentation creates operational friction, delays, and risk.
Fragmented Communications
Trade data scattered across Teams, chat, email, and spreadsheets creates missed signals and manual re-entry.
Approval Backlogs
Manual booking processes delay confirmations and increase operational and compliance risk exposure.
Limited Visibility
Disconnected systems make it difficult to identify pending trades, bottlenecks, and risk events early.
Operational Burden
Teams waste time chasing confirmations, correcting data, and reconciling records across systems.
Poor Control
Fragmented workflows make execution quality measurement and consolidated performance view nearly impossible.
Audit Risk
Inconsistent data and unclear approval trails compromise compliance and create regulatory exposure.
The Result
The source business case describes fragmented communications, manual handoffs, delayed approvals, inconsistent CTRM registration, and limited visibility into execution performance as core challenges.
From fragmented trade processing to a live execution cockpit.
Precognis Trade Capture & Execution orchestrates the journey from trade communication to confirmed execution through a governed, low touch workflow.
Precognis creates a single, governed workflow that transforms fragmented trade communications into confirmed executions. The platform continuously monitors trade-related communications, intelligently extracts trade signals with confidence scoring, and routes transactions through human-controlled approvals and automated validation – all before booking. Once trades enter the system, real-time dashboards, Teams alerts, and natural language capabilities provide continuous visibility into status, risk, and performance.
Fragmented & Manual
Trade capture depends on chats, emails, and spreadsheets.
Invisible Execution Quality
No consolidated view of pending trades, bottlenecks, or exposure.
High Operational Burden
Teams spend time chasing confirmations, correcting data, and reconciling records.
Reactive Issue Management
Problems are often discovered after delays, errors, or exceptions occur.
Orchestrated & Governed
AI monitors channels, extracts trade details, routes approvals, and runs validation checks.
Transparent Execution Cockpit
Dashboards and natural language questions provide visibility into trades, approvals, alerts, processing time, and execution status.
Low Touch & Exception Driven
Routine cases are automated while human attention focuses on exceptions, risk, and judgment.
Real Time Control
Teams gain a centralized view of trade status and issues, enabling earlier intervention.
This transformation is central to the product vision defined in the business artefacts: a live operational cockpit rather than simply a trade processing tool.
The 7-Step Trade Execution Journey
One governed workflow across the trade execution journey.
Once trades enter the workflow, dashboards, Teams alerts, and Talk-to-Your-Data (TTYD) provide live visibility into execution status, exceptions, risk, and operational performance.
Built for Speed, Control, and Enterprise-Grade Governance
Purpose-built features that enable governance, control, and operational excellence
AI-Powered Trade Capture
Detect trade activity across Teams, Bloomberg Chat, and email. Extract deal terms with confidence scoring and comprehensive human review to ensure accuracy before routing.
Human-Controlled Approval
Approve, reject, or edit trades directly in Teams while maintaining full human oversight. Keep traders in control while reducing manual effort through intelligent routing.
Automated Validation & Controls
Validate trade data and risk parameters before booking. Catch gaps, duplicates, and exceptions early. Deploy business rules and compliance checks automatically.
Live Execution Cockpit
Track booked and pending trades, alerts, exceptions, and processing time in a single unified view. Monitor status and execution quality in real-time across the organization.
Teams-Native Interaction
Bring approvals, alerts, and operational actions directly into traders’ workflow. Reduce context-switching with intelligent alerts and embedded actions.
Natural Language Intelligence
Ask natural-language questions about trades, activity, exposure, risk, margin, and performance. Surface insights without relying solely on predefined reports.
Distinct Advantages Over Manual Processes and Legacy Systems
Agentic, Governed Workflow
Automates processing while retaining human control at critical decisions. Combines AI speed with business judgment.
Multi-Channel Intelligence
Converts fragmented trade communications from multiple sources into structured, actionable trade candidates automatically.
Exception-Driven Operations
Surfaces only the issues requiring human attention, eliminating busywork and reducing operational effort dramatically.
Live Execution Cockpit
Creates a consolidated view of trade status, bottlenecks, alerts, and execution quality. Real-time organizational visibility.
Teams Native Interaction
Brings approvals, alerts, and operational actions directly into the trader’s workflow without context switching.
Natural Language Intelligence
Enables business users to interrogate operational and management data without relying solely on predefined reports.
Measurable Business Outcomes
Real results from enterprises transforming their trade execution operations
Of total trades processed automatically with minimal human intervention
Reduction in average time from trade capture to confirmed booking
Complete audit trail and compliance visibility per trade per day
Beyond the Numbers: Strategic Value Delivered
- Faster capture and booking cycles
- Higher trade data quality and booking reliability
- Lower operational and compliance risk
- Earlier visibility of exceptions and risk events
- Reduced manual follow-up and data re-entry
- Better execution oversight and management control
Validated in Real Commodity Trading Environments
A global commodity trading desk using Precognis removed long standing execution blind spots created by trades scattered across Teams, Bloomberg Chat, email, and spreadsheets. Before Precognis, the desk faced pending trade backlogs, delayed CTRM registration, missing fields, duplicates, and late risk visibility.
Precognis introduced a governed workflow where AI surfaced trade candidates instantly, validation caught errors early, Teams alerts guided approvals, and dashboards exposed bottlenecks in real time. Traders gained immediate booking clarity, middle office reduced manual follow up, and risk teams saw exposure signals earlier.
The result: 80% auto booking, 50% faster capture to booking, and 95% audit completeness in a live high volume trading environment.
Built for enterprise security, scalability, and compliance standards
Security & Compliance
- End-to-end encryption in transit and at rest
- Role-based access controls (RBAC)
- Complete audit logging and event tracking
- GDPR and data residency compliant
Performance & Scalability
- Sub-second trade processing
- 99.99% uptime SLA
- Handles 10,000+ trades per day
- Multi-region deployment
- Auto-scaling infrastructure
Data & Analytics
- Real-time data pipeline
- Advanced ML confidence scoring
- Historical trade analytics
- Custom reporting engine
- API-first architecture
Seamless Integration With Your Enterprise Stack
Pre-built connectors and APIs for your existing systems and workflows
- Microsoft Teams (approvals, alerts, TTYD)
- Bloomberg Chat
- Email systems
- CTRM platforms (validated booking)
- D365 & regional data sources
- RAI Portal for dashboards, insights, and daily workflow
The platform unifies data across regions, adds predictive intelligence, and supports 80–95% automated data integration.
Ready to Transform Your Trade Execution?
Your teams should not have to chase trades across conversations, spreadsheets, and systems to understand what happened, what is pending, and where risk is building.
Precognis Trade Capture & Execution brings capture, validation, approval, booking, monitoring, and intelligence into one governed operating model.
See what an intelligent trade execution workflow could look like for your organization.
Join leading financial institutions that have made trade capture intelligent, governed, and fast.
