Meritsoft, a Cognizant company

We're delighted to be returning to The Network Forum Annual Meeting in Paris, 8–10 June — and what a year to be back, as the event celebrates its 10th anniversary! For over 20 years, Meritsoft has been helping financial institutions with trusted expertise in post-trade automation. Our solutions are designed to improve settlement rates and reduce the cost of fails; automate CSDR penalty and interest claims processing; control costs across brokerage fees and billing operations; automate asset servicing claims management; and enhance efficiency and compliance for FTT processing. If you're attending the event, our colleagues are eager to connect and share the latest on the innovative solutions helping our clients reduce risk, lower costs, meet regulatory requirements and unlock new operational efficiencies. Please reach out to Martin Loxley, Ian Morris, or Steve Cox to arrange a conversation or drop us a line at MeritsoftCapMarkets@Cognizant.com. We would be delighted to explore how Meritsoft can work for you. #TNF2026 #PostTrade #FinTech #CapitalMarkets

We're heading to SIFMA Ops 2026 and would love to connect with you there. For over 20 years, Meritsoft has been assisting the world's leading financial institutions with trusted expertise in post-trade automation. Our solutions are designed to streamline settlement workflows, enhance CSDR compliance, optimize trade expenses, manage interest claims, process financial transaction taxes, and handle asset servicing claims. By simplifying complex post-trade operations, we help firms reduce risk, lower costs, meet regulatory requirements and unlock new operational efficiencies. If you're attending SIFMA Ops, please reach out to Pedro Henrique Francisco, Elizabeth Collegio, or Jim Dore to arrange a conversation or drop us a line at MeritsoftCapMarkets@Cognizant.com. We would be delighted to explore how Meritsoft can work for you. #SIFMAOps #PostTrade #FinTech

How can financial institutions guarantee a fair and transparent split of FTT costs across their organisation as rules change and rates rise? In our latest blog Mark Ginty, Tax Product Lead at Meritsoft, delves into the challenges firms face and highlights the importance of accurate, fair, and transparent internal distribution. He also demonstrates how Meritsoft’s Transaction Tax Manager empowers businesses to meet these demands —ensuring compliance, driving efficiency, and supporting robust internal processes. For those navigating the complexities of FTT it’s a must read: https://lnkd.in/eKvtbmtF If you’re looking for a smarter solution to support your internal invoicing and allocation needs, please get in touch, we’d love to help: MeritsoftCapMarkets@Cognizant.com #FTT #PostTrade #RegTech

The discussion around T+0 is heating up. In the second of this two-part series from POSTTRADE 360° our CEO Daniel Carpenter highlights a critical challenge: even if exchanges define cut-off times to make T+0 technically feasible within a 24/5 environment, operational workflows would need to be fundamentally upgraded — compressing key post-trade processes like allocation, affirmation and reconciliation into a much tighter timeframe. As firms race to keep pace with evolving settlement cycles, the message is clear: post-trade automation isn't optional — it's the foundation. Read the full article here 👇 https://lnkd.in/dHWtdgBd Curious how Meritsoft approaches these challenges? Drop us a line at MeritsoftCapMarkets@Cognizant.com #T1 #T0 #PostTrade #SettlementCycles 

Are you attending the ISITC conference in Boston? Jim Dore and Pedro Henrique Francisco are eager to connect at the event and update you on the innovative solutions that are helping Meritsoft, a Cognizant company’s clients drive efficiencies and cost savings across their post-trade processing operations. Discover how we can help you: ·       Improve settlement rates and reduce the cost of fails ·       Automate CSDR penalty and interest claims processing ·       Control costs across brokerage fees and billing operations ·       Automate asset servicing claims management ·       Enhance efficiency and compliance for FTT processing Email to schedule a time to meet: MeritsoftCapMarkets@Cognizant.com #ISITC2026 #PostTrade #Tplus1

We’re pleased to share recent media coverage in POSTTRADE 360° discussing the impacts of accelerated settlement cycles, including the move towards T+1 and T+0. The article highlights the challenges of market fragmentation and the increasing need for automation as manual workflows become unworkable in a zero-day settlement environment. Our CEO Daniel Carpenter offers valuable insight: “If a firm is taking the move to T+1 as a strategic opportunity to upgrade systems and automate, the lift to T+0 will be minimal if the system can handle straight through processing.” His comments underscore the importance of investing in robust, automated systems to future-proof settlement operations. Read the coverage here: https://lnkd.in/gFSk5YCP If you’re interested in discussing your settlement operations or exploring how to navigate these changes, please connect with us – we’d love to hear your thoughts and share ideas. 📧MeritsoftCapMarkets@Cognizant.com

We are delighted to announce that Meritsoft has been nominated in the Best Tax Compliance Solution category at this year’s RegTech Insight, from A-Team Group Insight Awards Europe. We would truly appreciate your support - every vote counts and means a great deal to our team! Voting closes at 17:00 (UK) on Friday, 27th March 2026. You can cast your vote here: https://lnkd.in/e5qcJ4kc Thank you! We’d be happy to discuss how we can help you streamline your transaction tax processing operations. Get in touch at MeritsoftCapMarkets@Cognizant.com #FTT #TaxCompliance #RegTech

On 30th December, the Italian Government voted in favour of changes to its Financial Transaction Tax rates. The doubling of the rates (from 10bps to 20bps for exchange traded activity and 20bps to 40bps for off exchange activity) has taken the industry by surprise having only been tabled in December as part of the 2026 Budget Law. The tax is due regardless of the place of execution if the instrument is within scope and the higher rates will apply to transactions settled as of 1 January 2026. These are the first changes in Italian FTT rates since the tax went live in 2013 and are likely to prove burdensome for many firms. They will need to rapidly adapt their tax calculation and reporting tools, along with any upstream systems responsible for passing these charges to clients. However, users of Meritsoft’s Transaction Tax Manager can update the new rates simply and quickly via the user interface, ensuring compliance and operational efficiency. If you would like to discuss how we can help you upgrade your transaction tax management processes, please get in touch with our team today: MeritsoftCapMarkets@Cognizant.com #FinancialTransactionTax #FTT #LegalCompliance #TaxLaw #TaxUpdate

It’s great to see insights from our CEO Daniel Carpenter featured in The TRADE News 2026 predictions series on automation in capital markets, including: “Market participants will need to further automate their settlement operations, and introduce predictive capabilities that can identify at-risk trades so as to enable rapid resolution and prevent costly fails.” The piece really underlines the vital role that automation plays - and will continue to play - in helping firms achieve optimum operational efficiency. Looking forward to seeing how these themes develop in the coming year! https://lnkd.in/eqwNFJmj #capitalmarkets #posttrade #automation

Don’t miss the final episode in the current Euroclear EasyFocus®+ conversations series in which our CEO Daniel Carpenter, joins Euroclear’s Gareth Jones, and Taskize's Diederik Geeraerts to talk about the market feedback on EasyFocus+. Dive into their conversation to learn why EasyFocus+ is fast becoming a must-have for back-office teams across Europe, helping firms overcome post-trade challenges, streamline processes, and mitigate CSDR penalties. Watch now!