Private Banks

LexiFi has developed an integrated solution for the distribution of structured products designed for advisory teams in private banks who are dissatisfied with both ad-hoc spreadsheets and purely descriptive database applications.

Unlike general-purpose pricing software, LexiFi's solution addresses the specific needs of private banks that wish to offer timely and relevant investments, provide sound advice throughout the life of each product, and streamline operations.

Business Challenges

	Offer investment solutions adapted to each market environment.
	Provide sound advice throughout the life of each product.
	Streamline operations for inherently diverse product offerings.

Key Features   Learn more...

	Structuring – Quickly define new structures, without writing any code, and quantify precisely their risks and rewards.
	Pricing – Use state-of-the-art pricing models and relevant market data to value structured products.
	Product database – Create a central database of structured products.
	Orders and positions – Record client orders and monitor positions.
	Customer documents – Automatically create term sheets, management reports, and event notices in the format of your choice.
	Secondary market control – Compare counterparty prices and in-house valuations, and control the performance of portfolios, products, and underlyings.
	Product maintenance – Monitor barriers and process product life cycle events, including equity corporate actions.

Business Benefits

	Deliver timely and relevant investment solutions based on rigorous analyses.
	Enhance after-sale service and gain investor confidence. LexiFi improves the skills, comfort level, and advisory capacity of both product specialists and relationship managers by providing immediate access to relevant information throughout the life of each product.
	Streamline operations, free up human resources, and limit errors by automating time-consuming and error-prone pre- and post-trade processes.