Introduction

As financial institutions demand greater flexibility, speed, and precision from their technology platforms, the back office is evolving. QX Automate, a core function of the QX Digital Platform, is redefining how market data workflows are handled, from automated data extraction and enrichment to programmatic delivery and fit-for-purpose workflow automation, including dynamic file replication and downstream job functions for sharing and exception management.

Built to empower both operations and IT teams, QX Automate shifts firms away from static, manual processes toward intelligent, adaptive automation. More than just a utility, it's a strategic enabler that positions the back office not as a cost center, but as an innovation engine.

From Legacy Burden to Lean Automation

Traditionally, onboarding new data sets, managing entitlements, validating deliveries, and addressing exceptions have required significant manual intervention. These processes not only introduce operational risk but also slow time-to-market for critical initiatives.

QX Automate addresses these challenges head-on with flexible access options (scheduled and/or on-demand) and customized templates, allowing for seamless downstream integration. Teams can create workflows that scale across a variety of use cases without additional engineering overhead, resulting in reduced friction and faster deployment to support both internal and external processes.

Core Capabilities:

• Extraction of bulk Securities of Interest (SOI) or universe files
• Workflow sharing across business lines and user groups
• Systematic connection to downstream platforms
• Custom formatting of outputs to meet any internal or third-party requirement

A Platform That Evolves With You

QX Automate is more than accessing pricing and reference data. It's an intelligent framework that supports adaptability through customization that evolves as business needs shift.

Whether it's a vendor schema update or a new regulatory field requirement from the customer, QX Automate helps firms adjust logic and data transformation without rebuilding from scratch. Combined with universal support for data formats (including client directed custom formats), this flexibility transforms operations into a competitive differentiator.

QX Digital already simplifies data workflows by providing an expansive content catalog that is easy to build custom queries against while eliminating the need to coordinate and maintain countless individual upstream vendor schema updates. QX Automate helps firms adjust logic and data transformation without rebuilding from scratch. Combined with universal support for data formats (including proprietary binaries) this flexibility transforms operations into a competitive differentiator.

Strategic Advantages:

• Shortened onboarding and time-to-market
• Lower switching costs by embracing existing data models
• Custom metadata incorporation and internal identifier mapping

The QX Digital Platform provides fingertip access to data content and user-defined queries. QX Automate takes that access further by embedding it programmatically into day-to-day workflows. The result is a system that automates not just data delivery, but business intelligence itself.

By decoupling logic from vendor-imposed formats, the platform enables firms to:

• Deliver enriched, customized data in real time
• Embed exception handling and notification logic natively
• Generate dynamic files such as delta updates or rule-based repricing packages

These features reduce reliance on spreadsheets and bespoke scripting, enabling a standardized automation layer that adapts to organizational needs.

The Vision: From Automation to Intelligence

QX Automate is also laying the groundwork for agentic AI. Picture future-state workflows where intelligent automation makes decisions that humans currently manage manually.

Advanced use cases on the horizon include:

• Conditional exception routing based on internal rules
• Automated escalation triggers tied to service-level commitments
• AI-driven data validation and repricing logic

Rather than simply moving data, QX Automate is enabling a world in which operational infrastructure becomes dynamic and intelligent. We are building an active participant in your business processes.

Flexible by Design, Powerful in Practice

What makes QX Automate uniquely valuable is its direct alignment with the challenges operations teams face today. It doesn't force clients into rigid schemas but adapts to internal systems, unique metadata structures, and evolving business rules.

Whether embedding custom identifiers or transforming values on the fly, the platform supports individualized workflows at scale. This client-first approach minimizes the burden on internal teams while maximizing output quality and control.

For firms consolidating platforms, migrating vendors, or modernizing infrastructure, QX Automate becomes a bridge, not a burden.

Conclusion: From Cost Center to Catalyst

As the financial services industry advances toward agile infrastructure and real-time responsiveness, back-office modernization is no longer optional—it's strategic. QX Automate delivers a pathway to that future.

With its modular design, intelligent workflow logic, and support for advanced automation and AI, QX Automate transforms the role of market data operations. It reduces costs, accelerates delivery, and unlocks new forms of value from existing infrastructure.

In doing so, QX Automate doesn't just automate tasks. It automates intelligence.