Discover the latest resources curated by the ClearOpx™ team to help you in your journey to operational clarity.
Curious About Operations Trade Risk Management?
OTRM: The Emergence of a New Software Category in Commodity and Energy Trading Operations
Historically, commodity and energy trading operations have involved highly manual, fragmented process with limited automation. However, strict regulations and tight margins are making efficiency more necessary then ever. A major shift is coming to the industry with the emergence of Operations Trade Risk Management (OTRM™), which functions as a fully integrated operational layer within existing applications and processes across the entire trade lifecycle.
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What is OTRM? Operations Trade Risk Management for Commodity and Energy Trading
OTRM brings agentic AI and operational automation to commodity and energy trading by connecting multiple processes into one operational intelligence layer.
ClearOpx: Transforming Operations into a Driver of Risk and Revenue Management
The ClearOpx (formerly ClearDox) OTRM Platform revolutionizes operations in commodities trading by enhancing risk management and revenue optimization.
The Strategic Reinvention of Commodity Trading Operations
Explore how commodity trading operations are evolving through strategic reinvention, leveraging AI for improved risk management and operational visibility.
Finance Optimization Automated by ClearOpx
ComTech Advisory explores how ClearOpx (formerly ClearDox) automates LC compliance, reduces errors, speeds payments, and improves trade finance workflows.
From Digitization to Automation: The Origins of ClearOpx and Our Continuing Evolution
Discover the evolution of ClearOpx (formerly ClearDox) from digitization to operational automation, leveraging AI to manage commodity operations risks.
ClearOpx is Following an Agentic AI Strategy when Building Automated Operations Workflows
Discover how ClearOpx (formerly ClearDox) leverages agentic AI to streamline complex workflows, enhance efficiency and risk management.
AI Adoption in Back Office Commodity Workflows
AI is transforming commodity workflows by enhancing back office operations, improving compliance, and empowering employees to focus on high-value tasks.
ETW Americas 2025 Recap: Unlocking Commodities Opportunities
Insights from ETW Americas: how AI in commodity operations reduces operational risk and transforms efficiency across commodities operations.
How AI Is Redefining Risk in Commodity Operations
Industry leaders agree that manual processes are now the frontline operational risk. AI adoption is accelerating, and firms that delay face compounding competitive, financial, and talent disadvantages.
How Leading Commodity Firms Are Using Agentic AI in Operations
AI is transforming commodity trading operations, enhancing efficiency in data processing, predictive analytics, and workflow automation.
ETW Europe 2025 Key Takeaways: Smarter Data Analysis in Commodities
Missed ETW Europe 2025? Here’s what ops leaders learned about AI, automation, and risk reduction in commodity trading.
Build vs. Buy: Choosing the Right Ops Automation Strategy
Weigh the pros and cons of building or buying operations intelligence software for commodity trading—costs, risks, and ROI.
Operational Risk in Commodities Isn’t New — But Chartis Just Made It Impossible to Ignore
Operational risk in commodity trading has always existed, but a new Chartis report shows just how deeply it affects profitability, compliance, and credit exposure.
ClearOpx Agentic AI News - This Changes Everything!
ClearOpx (formerly ClearDox) Agentic AI is revolutionizing commodity operations with intelligent automation, optimizing the entire value chain.
CTW Americas Exposed a Costly Truth: Back Office Risk Management Is Still Stuck in the Past
CTW Americas confirmed an alarming suspicion. Many firms have a costly disconnect between their front office and back office risk management systems.
Commodity Markets: Distortion, Regulation & Automation
Explore CTW Americas 2025 trends in AI, risk, and regulation—plus how ClearOpx (formerly ClearDox) is leading digital change in commodity trading.
From Risk to Resilience: What CTW Europe Told Us About the Future of AI in Commodity Operations
Discover the discussions, expert advice, and transformative trends from CTW Europe – including how AI will change your operations.
From Automation to Innovation: Phase Two and the Long Tail of AI in Commodities Ops
Discover Phase Two of AI in commodities operations, focusing on team enablement, risk mitigation, and business growth through innovative AI-driven solutions.
When It Comes to AI, the "Devil’s in the Data"
Agentic AI is enhancing commodities decision-making and mitigating operational risks through the use of advanced tools and industry-specific solutions.
Automate the Cumbersome: Phase One of AI Adoption in Commodities Ops
Discover how AI is revolutionizing commodity operations from automating manual tasks to driving innovation and efficiency in this in-depth exploration.
Commodity Trading Week APAC 2025: Why AI for Operations, Not Just Trading, Is the Future
ClearOpx (formerly ClearDox) is revolutionizing reconciliation to eliminate inefficiencies, reduce risk, and transform operational workflows.
Revolutionizing Commodity Trading with AI
AI can change everything about your commodities trading business. In this blog, we’ll show you how.
Expert Insights: Using Intelligent Applications to Drive Efficiency
In our recent webinar, three ClearOpx (formerly ClearDox) clients shared how our solution helped them increase efficiency and capitalize on opportunities.
Build or Buy: Practical AI Use in Commodities
AI will transform commodities operations. Is a market-ready solution the right answer? Or should you build your own? Here’s how to know for sure.
3 AI Trends That Will Change Your Commodities Business in 2024
AI has revolutionized the commodities world. This blog explores three AI-centered commodities trends in 2024.
Automation and Digitization: 3 Key Trends for 2023
What does 2023 mean for automation and digitization? Here are three key trends to watch out for — and how your business can benefit.
Are manual processes holding you back?
Learn how commodities companies can gain a competitive advantage by automating back office processes with OTRM solutions.
How commodities companies can solve back office staffing challenges
Commodities companies struggle to find back office staff for jobs focused on manual processes. See how intelligent automation solutions help.
6 key questions to ask when choosing an intelligent document processing solution
Ask these often overlooked questions to ensure you don't end up with a solution that falls short of expectations.
Why a hybrid approach to intelligent document processing matters
Learn why an intelligent automation solution with a hybrid approach delivers better results faster and at a lower cost than alternatives.
3 reasons why fuel retailers must automate invoice reconciliation
Fuel retailers who rely on manual invoice reconciliation are risking more than they might realize – including their profits.
Industry trends in bulk liquid storage
How are tank operators, lessees and lenders transforming operations? Through digitalization and intelligent automation solutions.
How Gulf Oil mitigated costly errors and eliminated data bottlenecks
Read about how the right technology — and partner — transforms critical processes.
How Gulf Oil mitigated costly errors and eliminated data bottlenecks
Learn how the right technology — and partner — transforms critical processes for Gulf Oil.
How Freepoint Commodities digitized back office processes with ClearOpx
How Freepoint Commodities digitized back office processes with ClearOpx
Commodities Digitisation 2.0: Automation, Intelligence, Evolution
Learn about optimising trading and operations to thrive in turbulent times
Where Next for RPA: Exploring Intelligent and Hyper Automation
Watch the video from Commodities Trading Week
Applying Artificial Intelligence and Machine Learning (AI/ML) in Commodities
Watch this video to learn the practical application of AI/ML in the industry and its potential to drive innovation and efficiency.
Embedding Data Driven Decision Making into Your Organization
Industry leaders explore best practices in data access, analytics tool selection, dashboard design, and security, helping commodity firms get more value from their operations data.
Freepoint Europe – Doing More with Less Through ClearOpx Solutions
ClearOpx (formerly ClearDox) Trade Confirmation cut daily reconciliation time from three hours to 30 minutes per employee, saving over 75 hours weekly and freeing the team for higher-value work.
Maximizing AI: Finding Value Across Your Trading Lifecycle
ClearOpx (formerly ClearDox) explores how AI can streamline trading workflows, eliminate paper-based inefficiencies, and help commodity firms scale operations without overwhelming teams or stretching resources.
Devil's in the Data: Using AI to Mitigate Operational Risk and Enhance Decision-Making
ClearOpx (formerly ClearDox) joins Vitol and Veritas to reveal how AI is streamlining trade validation, reducing risk from unstructured data, and giving operations teams back valuable time.
Inventory reconciliation
See how fuel terminal operators achieve a timely and transparent view of daily inventories with ClearOpx.
AI in Energy and Commodities Report
Discover critical gaps in commodity transaction management and how AI‑driven and agentic AI workflows enhance risk management, de‑risk decisions, protect profits, and boost efficiency across operations.
The True Cost of Risk: How Freepoint Commodities Uncovers the Known
Freepoint Commodities transformed risk management and operational efficiency by implementing ClearOpx, significantly reducing reconciliation time and improving invoice accuracy. Discover how you can achieve similar results.
Controlling Operational Risk in Commodities
Discover critical gaps in commodity transaction management and how AI-driven workflows can mitigate operational risks, protecting profits and efficiency.
The AI Tipping Point: Why Inaction is the Biggest Operational Risk
ClearOpx (formerly ClearDox) joins 61 Commodities and Optimus to explore why manual operations are no longer enough, and how early AI adoption drives efficiency, scale, and resilience in commodity trading.
How AI Reduces Risk in Back Office Operations
Discover how AI enhances risk management and operational efficiency in the commodities industry, enabling firms to protect revenue and streamline back office workflows.
Agentic Automation and Risk in Commodity Trading
In this conversation with Commodities People, ClearOpx VP of Product Management Katie Carter and VP of Customer Success Jonathan Alger discuss how agentic automation is reshaping commodity trading operations.
Intelligent Automation for Letters of Credit
Introducing Finance Optimization, a new ClearOpx intelligent application. Replace "stare and compare" for your LC documents with AI-driven automation that streamlines validation and reduces risk.
Chartis Report: OTRM and Agentic AI: A Perfect Match
Chartis Research examines how OTRM and agentic AI reduce operational risk and protect revenue across the commodity trading lifecycle.
How Commodity Firms Can Adopt AI With Confidence
ClearOpx (formerly ClearDox) joins industry experts to explore how agentic AI can transform commodities operations, moving from experimentation to responsible, enterprise-ready adoption across post-trade and back-office workflows.
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