Industry Best Practices

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Industry Best Practices

With a diverse customer base across institutions of multiple sizes and jurisdictions, TAO Solutions has been a witness to many operating models and regulatory regimes across the structured finance industry. These learning experiences have become engrained in our approach to delivering cutting-edge structured finance software solutions and encourage Industry Best Practices throughout the administration process of structured finance activities at all of our clients.


Industry Best Practices can mean many things, including the mechanisms for

obtaining the highest standard for software security and providing transparency in terms of processes and procedures at the various stages of a securitisation program. Each use case (Covered Bond Administration, ABS and MBS Administration, ABCP Conduit Administration, Bank Securitisation Warehousing, Trustee Administration) and customer-specific requirements may require their own specific drivers. TAO Solutions fourteen-year track record of success encompasses many attributes that are a combination of introducing software solutions based upon industry best practices from the world’s leading financial services organisations.

Here are some examples of what sets TAO Solutions apart when it comes to introducing industry best practices and how the correct structured finance technology and service provider can maximise value.


  • Customer-Centric Approach: Successful software vendors prioritize understanding their customers needs and pain points. Regularly seeking customer feedback and engaging in user testing helps tailor products and services to meet customer requirements effectively.


  • Robust Security Measures: Cybersecurity risk remains a top concern for both TAO Solutions and its customers. Implementing strong security measures, performing regular security audits, and following industry best practices help safeguard sensitive data and protect against cyber threats.


  • Data Transparency and Reporting: Ensuring data transparency through the administration process that is supported by comprehensive reporting is considered key to data integrity risk management protocols.


  • Agile and DevOps: Agile methodologies are used to support our software development effort, allowing our team to be responsive and deliver value in shorter cycles. This then allows DevOps (collaboration between development and operations teams) faster and more reliable releases.


  • Continuous Integration and Deployment: Using continuous integration and deployment pipelines automate the integration, testing, and deployment of code changes, ensuring faster and more frequent software releases while maintaining a high level of quality.


  • Flexible Cloud and On-Premises Deployment Methodologies: TAO Solutions enables customers to choose on their own preferred method to address infrastructure services, improving flexibility and costs. TAO also offers a full SaaS model including cloud-based solutions to provide better accessibility and global reach for its customers.


  • Data Analytics and AI: Incorporating data analytics and artificial intelligence (AI) technologies into software products provides automation and valuable insights, leading to an improved user experience. Machine learning algorithms can optimize processes and enhance personalization.


  • Comprehensive Documentation: Providing clear and up-to-date documentation, FAQs, and a knowledge base helps users troubleshoot issues independently and reduces the burden on customer support.


  • Performance Optimization: Continuous monitoring and performance testing help identify and resolve bottlenecks, ensuring that software applications remain efficient and responsive under various conditions.


  • Compliance and Privacy: Adhering to data privacy regulations and industry standards is critical thereby ensuring that data is handled securely and transparently.


  • Scalability and Load Testing: Our software supports scalability to accommodate growing data sets and user bases.


  • Talent Development and Retention: Nurturing a skilled and motivated workforce through training, mentorship programs, and career growth opportunities.


Within structured finance and technology solutions, industry best practices will continue to be reviewed and applied, based on emerging technologies and changing market demands. At TAO Solutions, we are committed to addressing industry challenges via the introduction of industry best practices and automation.



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