Automate Your Operations

The moment a trade is booked, the trade lifecycle begins. The ClearOpx™ Operations Trade Risk Management (OTRM™) Platform automates it from end-to-end. Operations move faster, risk is reduced, and revenue is optimized.

ClearOpx engineered OTRM for a paradigm shift – connecting the trade lifecycle across front, middle, and back offices, surfacing discrepancies, and resolving problems early. Firms gain capacity, operational certainty, and the ability to take on new challenges.

The OTRM Platform takes the work out of workflows by removing the mayhem of manual processes. Agentic AI handles the heavy lifting of information processing, while Intelligent Applications highlight critical moments so teams can focus their expertise where it’s needed most.

This is the power of ClearOpx OTRM.

Automate Your Operations

ClearOpx OTRM Platform

Digitization with LLMs

Digitization for Commodities

The OTRM Platform is the foundation for an automated trade lifecycle. Powered by commodity-specific AI and large language models (LLMs), it turns documents and digital disarray into structured, interconnected data that is trusted and usable across systems.

Data automation removes risk, saves time, and decouples scale from headcount – enabling operations to support profitable growth.

Agentic AI

Agentic AI

ClearOpx is at the forefront of applying agentic AI in commodity trading operations. Our agents operate with defined goals, navigating complex, high-volume workflows, orchestrating processes, and advancing the trade lifecycle faster and with less risk.

By taking on the bulk of manual work, ClearOpx agents increase productivity while giving teams more time and better insights to solve problems.

Intelligent Applications

Intelligent Applications

ClearOpx Intelligent Applications provide the interface to OTRM. They handle deal capture, reconciliation, logistics, finance, and payments – aligning data across systems, simplifying complex workflows, and reducing errors.

The apps automate routine work, highlight exceptions and critical moments, and give operations teams more time and insights to apply their expertise.

ClearOpx CoPilot

Interactive Insights

Every Intelligent Application offers natural language interaction, embedded within workflows, allowing operations teams to explore data, answer non-routine questions, and investigate discrepancies.

These interactions feed back into the OTRM Platform, adding context that strengthens how agents identify risk and optimize revenue while assisting operations teams.

 

Digitization with LLMs

Digitization for Commodities

The OTRM Platform is the foundation for an automated trade lifecycle. Powered by commodity-specific AI and large language models (LLMs), it turns documents and digital disarray into structured, interconnected data that is trusted and usable across systems. It removes risk, saves time, and decouples scale from headcount – enabling operations to support profitable growth.

Agentic AI

Agentic AI

ClearOpx is at the forefront of applying agentic AI in commodity trading operations. Our agents operate with defined goals, navigating complex, high-volume workflows, orchestrating processes, and advancing the trade lifecycle faster and with less risk. By taking on the bulk of manual work, they increase productivity while giving teams more time and better insights to solve problems.

Intelligent Applications

Intelligent Applications

ClearOpx Intelligent Applications provide the interface to OTRM. They handle deal capture, reconciliation, logistics, finance, and payments – aligning data across systems, simplifying complex workflows, and reducing errors. The apps automate routine work while highlighting exceptions and critical moments, giving operations teams the time and insight to apply their expertise more effectively.

ClearOpx CoPilot

The ClearOpx CoPilot

ClearOpx CoPilot is a natural language tool embedded within all our Intelligent Applications. It uses generative AI grounded in the OTRM Platform data to answer questions, explain discrepancies, and support decision-making. It helps teams turn insights into action when exploring complex risks, such as contract analysis, vessel tracking, and operational trend detection.

Flexible Data Integration

Flexible Data Integration

ClearOpx products are engineered for frictionless integration of structured and unstructured data, including communications and images. Our architecture uses secure integration protocols, such as REST API, Messaging Bus, and SFTP/FTP. It also supports industry leading CTRM, ETRM, ERP and data lake solutions.

Privacy & Security

Privacy and Security

ClearOpx uses robust security features to protect your data and ensure compliance. These include SAML SSO authentication and two-factor authentication (2FA), transport layer security (TLS) encryption to safeguard data in transit, application-layer firewalls for added protection against threats, and SOC 2 Type 2 certification.

Deployment & Management

Deployment and Management

ClearOpx offers flexible deployment options to fit seamlessly into your setup, including private cloud, Amazon Web Services, and Microsoft Azure. We use datacenters across multiple availability zones for resiliency and performance. We are ISO/IEC 27001 certified, ensuring compliance with international standards.

Technical Support

Technical Support

ClearOpx manages all aspects of your OTRM infrastructure, eliminating the need for on-premises hardware or support staff. We handle software updates, air-gapped backups, recovery, and 24x7 monitoring solutions. Technical Support is available globally 24/7 to ensure your system runs smoothly and securely.

Automate Operations. Reduce Risk. Protect Revenue.

ClearOpx OTRM is the next phase in the evolution of commodity trading technology. Book a demo and see how agentic automation can transform your operations.

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