Hi all,
Structured products involve a growing number of stakeholders throughout their lifecycle.
Relationship managers need to advise and inform clients proactively. Structured products teams need comprehensive and up-to-date information to support product design, pricing, and respond efficiently to requests from across the institution. Operations teams need visibility on product events. Risk teams need access to valuations and exposures. Management teams need a consolidated view of business activity.
As structured products become a larger and more strategic business for financial institutions, access to information becomes just as important as the ability to structure, price, and manage products.
The challenge, however, is not simply to make information available. The information itself must remain reliable, accurate, up to date, and complete, even when it is accessed through different workflows and presented to different users across the institution.
The development of LexiFi Web has significantly expanded access to structured products’ intelligence, making it available to a broader range of users and workflows across the institution while preserving a single source of information.
Extending structured product intelligence to Front-Office teams
Beyond traditional front-office users such as traders, structurers, and sales teams, LexiFi now supports a broader range of client-facing roles, including relationship managers and financial advisors.
Through LexiFi Web, they can access near real-time valuations, lifecycle information, including event notifications and barrier monitoring, scenario analysis and can generate client-ready reporting.
Structured product information therefore becomes directly available to the teams interacting with clients, enabling them to respond more quickly to client requests, identify new opportunities, and engage proactively around future investment decisions.
The same product definitions, calculations, and market data used throughout the platform remain available across all users, ensuring consistency between client communication and specialist workflows.
As institutions expand from a few dozen specialist users to hundreds of users across different functions, the role of the platform naturally extends beyond traditional structuring environments.
Supporting operational and lifecycle management workflows
The same evolution can be observed within operational environments.
Structured products generate a continuous stream of lifecycle events throughout their lifetime, ranging from coupon payments, autocalls, issuer calls, and redemptions to barrier events, credit events, and corporate actions.
Managing this diversity requires a platform capable of generating product events and incorporating external events into the product lifecycle, while maintaining a consistent view of the product’s state over time.
LexiFi provides direct access to lifecycle monitoring and structured product information from the same platform environment used elsewhere across the institution.
Acting as an independent calculation agent, the platform can monitor complex product events with a high level of precision while providing operational teams with a consistent view of product activity.
As structured product volumes increase, these capabilities can be made available directly to middle-office and operations teams, helping lifecycle management processes and reconciliation workflows scale alongside business growth.
Integrating structured products into enterprise risk infrastructure
The platform’s reach also extends into risk environments.
LexiFi has long provided independent valuations and risk calculations for structured products, including sensitivities, stress scenarios, and value-at-risk measures.
As institutions seek to consolidate risk management across asset classes, these calculations increasingly need to integrate into broader enterprise risk infrastructures.
LexiFi therefore not only produces risk analytics for structured products but also makes them available to external risk engines and aggregation frameworks.
This helps institutions incorporate products that have historically been considered difficult to model into their global risk monitoring processes while preserving consistency between pricing, valuation, and risk calculations.
Rather than operating as a standalone specialist environment, the platform becomes a component of a broader risk architecture.
By simplifying the valuation and risk management of complex structured products, LexiFi helps institutions integrate these products into enterprise-wide risk frameworks with the same level of transparency and control as other asset classes.
Expanding access while preserving consistency
Taken together, these evolutions reflect a broader expansion of the platform’s role within financial institutions.
What was once primarily a specialist platform for structured product experts increasingly serves as a shared infrastructure across the institution.
The same product definitions, calculations, lifecycle information, and risk analytics can support relationship managers interacting with clients, operational teams managing product events, and risk teams monitoring portfolio exposures.
As access expands across the organization, structured product intelligence becomes available wherever it is needed while remaining anchored to a single source of information.
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New blog: Structured products rolls - how lifecycle anticipation boosts client engagement. | |
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