In the world of structured products, lifecycle management is often seen as a middle-office function - essential, but far from strategic. But forward-thinking institutions are rethinking this narrative. By anticipating upcoming events - especially rolls (the reinvestment of funds from maturing or called products) - they’re transforming lifecycle management into a proactive driver of client engagement and reinvestment.
Relationship managers and structured products desks know the story too well:
A product reaches maturity or hits an early call trigger. The notification arrives late, or is buried in fragmented systems. There’s no time to prepare a proposal. The client reinvests elsewhere. In structured products, where timing and trust are everything, a missed roll is more than a missed transaction, it’s a missed opportunity to deliver value and reinforce the relationship.
LexiFi’s lifecycle engine monitors every contract in the system, detecting events such as:
All events are captured with context, including timing, conditions met, and impact, and recorded in each product’s audit trail.
LexiFi goes beyond just detecting lifecycle events, it anticipates them.
As products approach key thresholds (fixings, barriers, call conditions), LexiFi calculates whether a condition is about to be met and informs teams ahead of time. This allows advisors to reach out to clients before the event is even confirmed.
For example:
In many institutions, this level of visibility is not available to front-office teams. Lifecycle data is buried in risk systems or legal silos. With LexiFi, all teams have centralized, real-time insight into upcoming flows, enabling them to seize the optimal timing for reinvestment, with precision and confidence.
Some events are not certain — an issuer call, a barrier condition, a coupon trigger. But LexiFi allows users to assess probability-based scenarios using logic tailored to the institution’s approach: Whether through a matrix-based estimation or simpler heuristics, LexiFi can:
Advisors can prepare scenarios: “There’s a high chance this will autocall next week. Let’s prepare a reinvestment path.”
Even when the product has no option value left — that is, no remaining potential for upside — LexiFi can detect this and suggest alternatives:
Not every team operates the same way, and LexiFi adapts accordingly. Lifecycle events can be filtered by type, monitored across selected portfolios, and flagged based on timing or product conditions. Notifications can be customized to alert the appropriate users, and messages can be sent directly to colleagues, counterparties, or clients, all from within the LexiFi environment. Lifecycle data can also be surfaced in dashboards, exported into reports, or pulled into automated workflows, ensuring that key information reaches the right people, exactly when it’s needed.
While lifecycle tools may not directly generate revenue, they create the conditions for it. LexiFi’s automation supports:
In the context of structured products, lifecycle readiness isn’t just an operational win, it’s a commercial edge.
In a competitive structured products environment, excellence is no longer defined solely by product quality. It’s also about how well the product is tracked, monitored, and transitioned at every stage. Anticipating rolls gives teams the ability to act with clarity and precision, strengthening client relationships and securing new business in the process.
From the client’s perspective, this means timely, proactive communication — not a last-minute call, but a well-prepared conversation with clear, relevant proposals. When clients are informed ahead of key events, the relationship becomes more reliable and transparent. This level of anticipation helps reduce friction and builds consistency in how the relationship is managed.
Want to dive deeper into how LexiFi enables precise, event-driven workflows?
👉 Read our Monthly Focus on lifecycle management
👉 Or explore the full feature page for a detailed overview