I head a structured products sales team

We understand the challenges involved in growing a structured products business. Drawing on our long-standing experience in the derivatives industry, we offer you access to comprehensive reference data, lifecycle management and RFQ connectivity. We can also help automate your sales and marketing documents.

Why it matters

To build a structured products business, manufacturers must communicate the benefits and risks of structured products to investors effectively. This requires a customer engagement platform backed up by education, easily understandable fact sheets and performance reports.

How we can help

  • We understand that data is the basis for sustained growth.
  • Our SPi database is the most comprehensive structured products database in the market and includes:
    • Reference data
    • Lifecycle information
    • Secondary prices
    • Market shares
    • Competitive analysis
    • Opportunities
  • Discover new product ideas, understand what your competitors are doing and identify roll-over opportunities that you can capitalize on for new sales opportunities.
  • We will also help you drive customer engagement.
  • Our Transparitrade platform is an off-the-shelf platform that helps you manage your book-building process, handle RFQs, educate and train distributors, manage the KYD process, including initial onboarding and annual confirmations, and offer your clients lifecycle and portfolio analysis. Use Transparitade alongside or in addition to other distribution platforms to facilitate sales of new structured products and enhance the quality of post-sale investor services.
  • Our offering is rounded out by WallStreetDocs, our market-leading document and workflow automation software for structured products. Work with our inhouse team of award-winning designers and templating experts to automate fact sheets, marketing documents and performance reports.
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