SmartStream further enhances its exception management solution to provide enterprise-wide capabilities
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
SmartStream Technologies, the leader in Transaction Lifecycle Management (TLM®), today announced the release of a new version of their TLM Exception Management solution. This new version will provide enterprise-wide capabilities that include the managing of processes, providing step-by-step operations capabilities and alerting functionality from the front to the back-office.
The new functionality has been developed in conjunction with client requests for further enhancements to their exception management capabilities. This functionality is already in use within SmartStream’s own Reference Data Utility (RDU) and now the TLM Exception Management solution will seamlessly interface with all of SmartStream’s solutions as well as other third party solutions, delivering a single point of exception management.
Task management, which is at the core of the solution, enables users to follow a sequence of consistent and well-defined actions enabling them to resolve exceptions in a matter of minutes. The solution proactively takes the user through the operational steps necessary to resolve exceptions, enforcing sign off at a stage when required, providing a previously unavailable level of accountability.
The new ‘Alerting’ functionality notifies the user and supervisor when action needs to be taken, ensuring nothing has been missed. The solution is highly configurable supporting truly multi-national use with local customisation options.
Darryl Twiggs, EVP Product Management, SmartStream, states: “We have developed solutions in partnership with our clients, adopting their requests and enhancing the solution accordingly. This partnership approach is something we thrive on, and it allows us to better understand our client’s thinking and their strategic direction.”