Designed for Financial Services
Track, Record and Prove your controls, processes and procedures
OK, I’m interested
Complete Overview
Gain full control of your deadlines and operational tasks. Never miss a deadline, even at stressful times and our advanced notification system acts as a safe-guard for critical controls.
Reduce errors & key man risk
Built-in procedures make sure everyone knows not only what to do and when, but also how. Speeding up onboarding of new staff and minimizing key man risk.
Log issues in 30 seconds
Problems or errors with vendors or counterparties can be recorded as well as internal problems. Our database gives you everything needed to become data-driven in your follow-up.
Designed to be quick
Sign-offs should be quick and easy. With business day logic, workflows with T+/- scheduling and approvals, you save time in your day-to-day sign-offs and the ongoing maintenance of your work.
Proof of execution
Every process, task and control in Daymi has a full audit trail and is always ready to be exported to ODD’s, auditors and regulators to show compliance.
Report generator
Build customized reports to streamline internal reporting, quickly showcase what has happened and add context with custom commentary.
Mitigate Operational Risk
Take control of your operational risk with built-in documentation, alert notifications and contingency planning. Daymi lets you show how you track and mitigate your Operational Risk.
Analyze and Improve
Visualize all your controls, errors and track performance over time. Get ready for audits and make sure all issues are documented. Analyze your performance and finally show proof on how many people you need to run your business.
Trusted By Industry Professionals
Features
Operational Tasks and Processes
Our recurring engine will automatically create your controls, offering a clear overview and progress of all deadlines. With our Business day logic, you can schedule tasks to align with your monthly subscriptions or quarterly FCA filings and built-in approvals simplifies manager sign-offs.
Operational Workflows
Create standardized workflows for ad-hoc processes. Track corporate actions, new product approval or new client onboarding with our workflows. Support for T+/- scheduling to make it as easy as possible to deploy new workflows.
Ad-hoc Tasks
Quickly capture all dynamic work items like trade breaks, audit requests, investor queries, or track your personal tasks.
Procedures
Built-in procedure documentation minimizes key man risk, speeds up onboarding and reduces unnecessary mistakes. The built-in procedures are also printable, meaning you always have the latest procedure ready for the next audit, ODD or regulatory visit.
Log Errors and Issues
Capturing delivery problems should take no more than 20 seconds. Utilize our error logging to quickly record process issues, vendor problems, counterparties failing, or internal mistakes. Rapidly gather data for process improvement, vendor reconsideration, or evaluating counterparties.
Audit Reporting
Every control, process and tasks is automatically recorded, and you decide when history is locked down, to make sure you have tampering free history. With the click of a button you can prove your control execution to auditors, regulators or investors.
Operational Performance
Analyze and visualize your performance with our Analytics Board. Connect the dots between critical control completion, errors and workload. Show management what happens when staff is out sick or when there’s an increase in corporate actions.
NEW – External data allows you to add custom data such as Failed Trade statistics to get a complete overview of your Operational Risks.
Stakeholder Reporting
Create your own report template – streamline internal reports from fund accounting, operations and compliance or create aggregated reports to show the board of directors. Add custom commentary to set the data into context.
Some common questions
Ready to take back control
of your ops?
Explore platform
