List of SmartDX Customers
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Since 2010, our global team of researchers has been studying SmartDX customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SmartDX for Customer Experience from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SmartDX for Customer Experience include: JPMorgan Chase, a United States based Banking and Financial Services organisation with 317233 employees and revenues of $180.60 billion, Morgan Stanley, a United States based Banking and Financial Services organisation with 80000 employees and revenues of $61.76 billion, Barclays UK, a United Kingdom based Banking and Financial Services organisation with 93000 employees and revenues of $35.14 billion and many others.
Contact us if you need a completed and verified list of companies using SmartDX, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SmartDX customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Barclays UK | Banking and Financial Services | 93000 | $35.1B | United Kingdom | Smart Communications | SmartDX | Customer Experience | 2016 | n/a |
In 2016 Barclays UK implemented SmartDX from Smart Communications as a Customer Experience application to automate capital markets confirmations. The public hiring specification for confirmations roles cites hands-on SmartDX template-build experience and references ISDA paper trade confirmations and affirmation of derivative trades, establishing SmartDX as the platform for confirmation generation and template management.
Implementation focused on core confirmation generation and template management capabilities within SmartDX, with configuration work to support ISDA style paper confirmations and electronic affirmation workflows. Barclays used SmartDX templates to capture conditional content, version control, and rules-driven document assembly, enabling template reuse across trade types and reducing manual document preparation.
The deployment served UK and global operations including delivery centres such as Chennai, aligning confirmation generation and affirmation processes across front office, middle office, and trade operations teams. Operational scope emphasized centralized template ownership and distributed execution, with role-based responsibilities for template build and maintenance reflected in hiring requirements.
Governance centered on template management controls and process standardization to strengthen confirmation controls and automate affirmation of derivative trades. SmartDX supported a confirmations program that combined template governance, defined build competencies, and automated document production to reduce manual handling and enforce consistent confirmation output.
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JPMorgan Chase | Banking and Financial Services | 317233 | $180.6B | United States | Smart Communications | SmartDX | Customer Experience | 2016 | n/a |
In 2016, JPMorgan Chase implemented SmartDX to support capital markets post trade confirmation document generation. The deployment focuses on using SmartDX for trade and confirmation document generation across OTC, rates, derivatives and structured securitisation confirmations within the United States capital markets and post trade operations.
SmartDX was used to centralize template management and to build and maintain confirmation templates, with public job postings showing developer roles responsible for SmartDX template construction and maintenance for OTC, rates, derivatives and structured securitisation confirmations. Functional capabilities implemented include template repositories, conditional content logic and automated document assembly workflows consistent with the Customer Experience category.
Implementation included API integration and automation of confirmation workflows, with job descriptions explicitly citing API integration work to connect SmartDX templates to trading and post trade systems for automated generation and delivery of confirmations. Operational coverage centers on capital markets trade confirmations and post trade departments, evidenced by SmartDX Thunderhead developer roles referenced in public recruiting materials.
Governance and process expectations are indicated by roles responsible for building and maintaining templates, implying controlled template lifecycle, versioning and developer led release processes for confirmation outputs. The SmartDX implementation aligns JPMorgan Chase SmartDX Customer Experience with business functions that manage trade confirmations, document generation and post trade automation.
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Morgan Stanley | Banking and Financial Services | 80000 | $61.8B | United States | Smart Communications | SmartDX | Customer Experience | 2016 | n/a |
In 2016 Morgan Stanley deployed SmartDX to generate confirmations, legal notices and other post trade documentation across Cash and OTC derivatives. SmartDX is used in Morgan Stanley's Customer Experience environment to automate confirmation and post trade document composition for capital markets operations.
The implementation targeted confirmations and post trade documentation for operations and Confirms teams, with global coverage and US headquarters. Configuration focused on template driven document composition, rules based data mapping and multi format rendering to produce confirmations, legal notices and ancillary post trade correspondence.
SmartDX was integrated with Operations Technology systems to ingest trade and settlement data and to orchestrate delivery and archival of rendered documents. Public job postings reference Thunderhead and Smart DX experience for confirmations and operations technology roles, indicating tight operational coupling between SmartDX and OpsTech feeds used by Confirms teams.
Governance and operationalization centered on capital markets operations and Confirms teams, with emphasis on template governance, role based approval workflows and mapping of regulatory and legal content to ensure consistent document outputs across Cash and OTC derivatives.
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