Assess the market, analyse and offer Structured Investments to your clients
Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute.
In a persistently low-interest-rate environment, investors are seeking more yield and better diversification. With the majority of structured investments performing well in recent years, they are considered one of the best alternatives.
Access and distribution of structured investments such as autocallable notes or participation notes must be straightforward, resource free and cost-effective so providers can easily offer them to all customers.
Unfortunately, the process is still largely manual and time-consuming.