worldflow connect structured retail products management solution
DESCRIPTION
Connect is the market leading white label content provisioning system for Mobile and Web based applications. Connect provides a complete solution for securely distributing entitlement driven, search optimised data for the Financial Services Industry. Working with a leading European issuer, worldflow have developed the Connect Build and Connect Terms applications, providing a complete end-to-end solution for structured product issuance.TRANSCRIPT
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worldflow Connect
The complete solution for managing and issuing Structured Retail Products www.worldflowConnect.net
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Connect is a suite of software and service components built to manage and automate a range of Financial Service Processes:
• Services – Consult - Technical and Advisory Services
• Applications – Build – Structured Retail Product Management
– Terms - Commercial Document/Contract Production
– Apps - Mobile Applications for Content Distribution
– Web - Website and Portal Applications
– Send - multi-channel Distribution
– Author - Collaborate and Create Content
What is worldflow Connect?
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Build
Issue management for Retail Structured Products
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Build Overview
• Complete retail derivatives structuring solution – Manage requirements capture, structuring, pricing and
compliance workflows in a single integrated system. • (Sales – Structuring – Pricing – Trading – Compliance – Legal etc) • Parallel management of compliance process inc. reporting
– Configurable product and options database enabling: • Product options linked by Prospectus
– Cash Settlements (Long, Short, CAP, Best of, Growth, Spread, Barrier etc)
– Remuneration Features (Digital, Internal Return, Knock Outs, Rainbow, Early Redemption etc)
– Fixed, Variable and Digital Coupons • Multiple Underlying Types
– Equity, Index, Interest Rate, Exchange Rate, Fund, Commodities, Futures etc
– Supports Single, Basket, and Underlying Series options
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Build Overview
– Public, Private and Direct Issuance – Multiple Channels of Distribution
• Branch, IFA and On-line with variable offer periods
– Multiple Reference Value Calculations • Opening, Closing, Central Bank Interest Rate, Arithmetic Mean
– Supports both Single and Date Range options
– Auto generation of valid observation, valuation and payment dates by country, region or settlement regimen (Target2, T+10 etc)
– Support Single and Multiple Listings – Extensive API library for interfacing with external data feeds.
• Supports automatic calculation of values for each specified observation period.
• Generates alerts for when Barrier and Remuneration level limits are met.
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Build Overview Sales Entry
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Build Overview Product Management - Certificates
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Build Overview Product Management - Certificates
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Build Overview Product Management - Certificates
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Build Overview Product Management - Bonds
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Terms
Commercial and Contractual Document Production
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Terms Overview
• Commercial and Contractual document production solution. – Configurable “rules based” solution for generating commercial and
contractual documentation related to financial product issuance. • Key Information Documents (KIDs).
• Term Sheets & Final Terms.
• Distribution and Placement Agreements.
• Post Issuance Documents.
• Compliance and Regulatory Reporting.
– Generates a complete map of the “Form of Final Terms” and “Summary Information” from each Prospectus. • Creates a single master template for each document.
• Eliminates errors by ensuring that each document is generated to current compliance guidelines.
• Detailed audit trail for every document issued.
– Significantly reduces Term sheet and Final Terms production time and costs.
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Terms Overview Document Generation
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Terms Overview Termsheet
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Terms Overview Final Terms for Irish Listed Prospectus
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Terms Overview Final Terms for CONSOB Listed Prospectus
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About worldflow
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Who are worldflow?
• Services and Software Business focused on Finance
• Founded 2002 – Core team of 40 with extensive hands on experience,
predominately working in Front Office environments delivering change, integration, implementation and systems build.
• Delivered >200 Projects
– Major projects include • Structured Products Management System for Intesa San Paolo
• Build of Digital Vega FX Options ECN
• Multiple Mobile and Web Applications for Research Distribution
• Structured Products Trading System for ABN/RBS
• Merging of FO Trading Environments at CommerzBank/Dresdner
• Build of Client Access Portals for ING, RBS and Nomura
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What is worldflow Connect?
Connect is a suite of software and service components built to support and automate a range of Financial Service Processes:
– Development Expertise • A dedicated on-shore development team that works with clients to
configure and build solutions based on the Connect component library.
– Services Expertise • Extensive knowledge and hands on experience of working with Financial
systems and data in regulated environments (including research, compliance, commercial documentation and eCommerce)
– Support Expertise • worldflow solutions are predominately delivered as fully managed cloud
based services from our high availability, secure hosting facilities in the UK. We provide a range of support services from Business day to mission critical 24/7
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• Services
– Consult - Technical and Advisory Services
• Applications
– Build – Structured Retail Product Management
– Terms - Commercial Document/Contract Production
– Apps - Mobile Applications for Content Distribution
– Web - Website and Portal Applications
– Send - multi-channel Distribution
– Author - Collaborate and Create Content
What is worldflow Connect?
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worldflow Connect customers
• Customers/Deployments – Banca IMI – Web Application for managing Structured Products Issuance and Sales workflows
– Digital Vega – Multi-bank FX Options exchange
– ING Commercial Bank – Research Web/Mobile
– Scotia Bank – Research Mobile
– Sberbank – Research Mobile
– Kroll Bond Ratings – Research Mobile
– Teneo Strategy – Authoring & Publishing, Research Web/Mobile, eMail Distribution, Surveys
– Autonomous – Research Mobile/ Surveys, eMail Distribution, Trade Reconciliation and Reporting
– MSCI – Research Mobile
– Business New Europe – Research Mobile
– EuroIRP Association of Independent Research Providers – Aggregate Research App
– Equity Investor App - Aggregate Research App
– Investorside Independent Research Association - Aggregate Research App
– Asia IRP - Aggregate Research App
– FuturesTechs – Research Mobile
– World Gold Council – Research Mobile, Price Charting
– Renaissance Capital – Research Mobile
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worldflow UK Hamilton House
1 Temple Avenue
London, EC4Y 0HA
+44 (0) 20 7489 2015
Justin Percival
+44 (0) 7867 972799
Steve Jarrett
+44 (0) 7710 123591
Contact Us
worldflow US 1501 7th Avenue
New York
NY 10009