{AKONCEPT Consulting
Americas LLC}
Our Services

Tailored strategies for operational excellence.

Focused advisory across post-trade operations, clearing, custody, and wealth management — scoped to what actually moves the needle.

AKONCEPT Consulting — services overview
Key Focus Areas

Where we spend our time.

Post-Trade Processing Middle Office Optimization US Treasury Clearing Digital Custody Wealth Management
What We Do

Five domains, one accountable team.

Core Post-Trade Domain Areas

  • Clearing & settlement — CCP connectivity, settlement cycle changes (e.g., T+1), DVP/RVP processes, failed trade management
  • Custody & asset servicing — corporate actions, income collection, proxy voting, safekeeping operations
  • Reconciliation — trade/position/cash reconciliation design, exception management, break reduction
  • Collateral management & margining — collateral usage, initial/variation margin (post-UMR), tri-party arrangements
  • Reference & static data management — instrument, counterparty, and legal entity data governance
  • Trade confirmation & matching — affirmation workflows, matching platform selection (e.g., DTCC, CTM)

Operating Model & Strategy

  • Target operating model (TOM) design for post-trade functions
  • Outsourcing / managed services strategy (build vs. buy vs. outsource)
  • Cost-to-serve analysis and efficiency benchmarking
  • M&A due diligence and post-merger integration for post-trade operations
  • Vendor selection and contract negotiation support

Regulatory & Compliance Advisory

  • Regulatory reporting (EMIR, MiFIR, Dodd-Frank, SFTR, CSDR)
  • Settlement discipline regimes and penalty regimes
  • Cross-border regulatory harmonization advice
  • KYC/AML operational integration into post-trade workflows

Technology & Transformation

  • System selection & implementation for post-trade platforms (e.g., Broadridge, SmartStream)
  • DLT/blockchain for settlement — tokenized settlement, atomic DVP, digital asset custody
  • Straight-through processing (STP) optimization
  • Cloud migration of post-trade infrastructure
  • Data analytics & AI — predictive fail analysis, anomaly detection in reconciliation

Risk & Controls

  • Operational risk frameworks for settlement/clearing risk
  • Business continuity and resilience planning
  • Internal audit support for post-trade controls

Not sure where to start?

We start with a conversation, not a proposal — tell us the problem and we'll scope what's actually needed.

Contact Us
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