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Maximizing Existing Investments

Our ITP Best Practices Scorecard is intended to help clients evaluate where they stand on the journey to realizing a no-touch processing workflow leveraging their current investments in ITP. The Scorecard addresses each phase of the lifecycle—trade enablement and enrichment, agreement, notification and settlements management, and data analytics to help clients adhere to and maximize their current use of ITP solutions.

How will our clients know their system setup is ideal?

Explore the below to discover best practices for each phase of the lifecycle, ways to measure your progress and where to learn more. Select a workflow stage to discover measurement best practices: