Automate the manual work in Symmio

FullSpec maps how Symmio fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Symmio by the numbers

Insights from real process mapping sessions that involve Symmio.

No processes mapped yet using Symmio. Map a process that uses Symmio to see automation data here.

Map a Symmio automation

Top 5 Symmio friction points when done manually

Matching Symmio trades to bank records

You spend hours manually cross-referencing Symmio transaction confirmations against bank statements to verify settlement accuracy and catch discrepancies.

78% report this

Reconciling Symmio positions across counterparties

You manually track and reconcile open positions in Symmio against what each counterparty reports, creating duplicate spreadsheets to catch position mismatches.

71% report this

Extracting Symmio data for reporting

You copy transaction details from Symmio into separate reports and dashboards because the platform does not automatically feed data to your accounting or risk systems.

62% report this

Monitoring Symmio margin and collateral

You manually check Symmio daily to monitor margin requirements and collateral levels, then email alerts to the finance team instead of having automated notifications.

51% report this

Resolving Symmio settlement exceptions

You investigate failed or delayed settlements in Symmio by manually reviewing logs and contacting counterparties to identify root causes and resubmit transactions.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Symmio

Browse popular Symmio automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.