PostTrade 360° 2025

3–4 Sept 2025 | Stockholm, Sweden

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Daniel Carpenter

CEO

Meritsoft (a Cognizant company)

London, United Kingdom

6 profile visitsSpeaker

My organisation

Meritsoft

Meritsoft

Company

London, United Kingdom

Meritsoft, a Cognizant company, is the leading innovator in capital markets post-trade process automation. With deep expertise and proven technology, we help financial institutions manage their complex post-trade processing and compliance requirements empowering them with the tools they need to enhance efficiency and drive productivity in their organisations. Our core capabilities include: ·        Settlement Efficiency Improvements – Automating settlement workflows to reduce risks and operational costs. ·        CSDR Penalties Processing – Ensuring compliance with the Central Securities Depositories Regulation by managing penalties effectively. ·        Trade Expense Optimisation – Enhancing profitability by tracking, analysing, and minimising trade-related expenses. ·        Interest Claims Management – Streamlining the lifecycle of interest claims to improve cash flow and client service. ·        Transaction Tax Processing – Automating transaction tax calculations and reporting to meet local and global tax requirements. ·        Asset Servicing Claims Management – Facilitating efficient management of complex asset servicing claims across multiple instruments and geographies. As a Cognizant company, Meritsoft empowers clients to transform their operations through innovative technology and deep market expertise, seamlessly integrated with globally recognised managed services and digital operations. By combining leading solutions with comprehensive industry knowledge, Meritsoft provides financial institutions with a powerful platform to optimise post-trade processes and drive operational excellence.
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About me

I joined Meritsoft in 2014, assuming the role of CEO in 2022, and maintain our drive to develop Meritsoft’s post-trade automation solutions, and partnerships, across global capital markets. Since our acquisition by Cognizant in 2019, I have continued to lead global commercial activities, overseeing the growing adoption of Meritsoft’s automation solutions to support settlement efficiency improvements, trade expense optimization, CSDR penalties processing, transaction tax processing and claims management.

My organisation

Meritsoft (a Cognizant company)

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Speaker sessions (1)

Thursday, 4 September 2025

11:00 - 11:40

T+1 impacts through the trade journey, pt 6: settlement and fail management

Location:Room C3, Level 2
  • The T+1 track
  • Custody
  • Settlement
  • Technology
  • Data