Hi all,
Institutions across the structured products industry operate with highly specific systems and processes. Issuers, brokers, private banks, and asset managers each follow their own operational logic, regulatory constraints, and technological environments.
Over time, this diversity leads to fragmentation: parallel tools, local workarounds, and disconnected data flows.
The result is added complexity, reduced transparency, and slower innovation. LexiFi’s approach is to provide a single, adaptable foundation - a platform that integrates with existing environments while preserving consistency across all workflows. Same platform, different workflows, without losing coherence.
The challenge of heterogeneity
As product ranges and activities expand, operational ecosystems become increasingly complex:
- Multiple front-to-back systems that do not communicate seamlessly
- Product variations across desks, regions, and asset classes
- Manual processes built around exceptions or local practices Each adjustment adds operational risk and technical debt. In this context, maintaining reliability and traceability becomes a major challenge.
A modular architecture designed for integration
LexiFi’s platform is built around a unified contract representation, generic across all asset class, and an architecture designed for data manipulation flexibility. It allows seamless integration with existing systems when required.
LexiFi is not a standalone tool: it can connect to core banking, risk management, and reporting systems, ensuring a continuous and coherent flow of information across all stages.
Key architectural characteristics:
- Interoperability: a complete API layer enabling data exchange, synchronization, and automation with external systems.
- Configurable workflows: definition of approval chains, document rules, or event-driven tasks in a fully customizable manner.
- Unified data model: consistent representation of products, trades, and lifecycle events across all processes.
- Extensibility: ability to incorporate new payoffs without breaking the existing framework.
This architecture allows users to focus on their core business activities, confident that the system can adapt and evolve with their processes.
Proven across diverse environments
For all client types, LexiFi provides a common foundation covering lifecycle management, trade capture, product monitoring, and reporting — ensuring consistency, traceability, and automation across the full product lifecycle.
On top of this shared ground, each institution configures its own workflows and integrations according to its operational needs:
- Issuers coordinate the entire issuance process — from structuring and trading to sales, middle-office validation, documentation, independent valuation, and risk management.. Workflows are configurable and auditable, supporting internal compliance.
- Private banks extend access to relationship managers and use LexiFi’s quantitative capabilities to calculate and optimize loan-to-value ratios.
- Brokers monitor P&L and provide external clients with secure access to portfolio and reporting platforms.
- Asset managers leverage advanced analytics to compare and select structured products suited to their investment strategies.
Despite their different use cases, all clients rely on the same coherent foundation — same platform, different workflows — without losing coherence.
Observed outcomes
- Reduction of manual reconciliation between systems
- Faster deployment of new workflows or product types
- Consistent data and documentation across teams
- Increased autonomy for business users within a controlled technical environment
“LexiFi allows us to automate important workflows such as customer confirmations, in-house term sheet generation, technical emails that are part of the operational process, and commission collection requests, to cite a few.” Frederic Lehner, Vice President – Structured Products Advisory at Lombard Odier.
This example illustrates how LexiFi supports end-to-end automation of operational processes — from data extraction to document generation, Quant/Pricing functionalities and communication with stakeholders. Each workflow remains fully traceable and configurable, ensuring consistency, auditability, and alignment with existing internal systems.
Maintaining coherence through integration
Integration is not only a technical matter. It is the condition for preserving coherence across functions, systems, and organizations — even as markets, regulations, and products evolve. LexiFi enables institutions to adapt continuously, without fragmenting their workflows or duplicating their infrastructure.
| What we're reading |  |
New blog: Structured products rolls - how lifecycle anticipation boosts client engagement. | |
| What we're watching |  |
Understanding LexiFi's approach to financial contract description  Watch in English Watch in French | |
| Client stories |  |
LOMBARD ODIER: Frederic Lehner, Vice President - Structured Products Advisory at Lombard Odier, gives an overview on LexiFi Apropos’ use cases within the bank. SILEX: Alexis de Bernis, Chief Technology Officer at Silex, speaks about Silex’s main achievements with LexiFi Apropos, and more | |
| Features in focus |  |
Workflow Structured Products Definitions |