18 March 2026

Whitepaper: Intelligence and reconciliation optimization in Investment Operations

The latest paper from CIBC Mellon, ActiveOps and Duco is a deep dive into traditional automation blockers in securities services and the need for data-driven operating model redesign.

Sustainable automation is not achieved through technology alone. It requires evidence-based decision-making, thoughtful organizational design, and continued investment in people. Institutions that approach automation as an operating model discipline rather than a technology initiative will be better positioned to adapt, scale, and deliver consistent value in an increasingly complex environment.”

The whitepaper covers:

  • Why automation often fails in securities services
  • Human-centric automation, and the importance of upskilling and empowering
  • The role of decision intelligence as an operating control layer
  • Results and lessons learnt from CIBC Mellon’s operational transformation

Click below to discover how measurement-led automation can reduce manual effort, strengthen operational control, and support both employee and client outcomes (no email required).