1. worldflow Connect “Build” and “Terms” modules provide a complete solution for
structuring financial products. The solution integrates marketing, sales, product
management, trading and compliance team processes into one centrally managed
workflow which enables users to structure products and issue documents
simultaneously from multiple prospectuses. The solution incorporates an extensive
library of tailored commercial and legal documentation for production of:
Marketing and Sales Literature.
Key information documents (KIDs).
Term Sheets.
Distribution and Placement agreements.
Final Terms contracts.
Management and internal compliance reports.
Post issue and regulatory reports.
Key Functionality
In-house hosted or web based delivery options.
Configurable step by step workflow for automating different issuance
processes within the same system.
Supports multiple prospectus and jurisdictions.
Complete control over pay-out, underlier and options availability for each
issue.
Extensive management and audit reporting.
Solution Benefits
Scales with your business to
manage a broader range of
product offerings.
Significantly reduces the time to
market for new issues.
Delivers competitive advantage
through faster response times to
client requirements.
Ensure a consistent, compliant
delivery across all territories and
points of client contact.
Improves response times to
regulatory and market driven change.
Supports multiple integration options with external systems, reducing
duplication and manual entry errors.
Improve response times to regulatory and market driven change.
To find out more about Connect or to arrange a demonstration please contact us
directly or visit our website www.worldflow.net/structuredproducts.
worldflow Connect
Structured Product Solutions
worldflow Connect Solutions
Worldflow provides a range of
support services for managing
financial service processes:
Secure Research
Distribution for Web,
email and Mobile
Channels
Research Subscription
Management
Structured Product
Issuance
Trade Reconciliation and
Reporting
Consultancy Services
worldflow’s consultancy teams
have extensive experience in:
Delivery Management
Systems Integration
Business Analysis
Software Architecture
Software Development
Financial Modeling
QA and Testing
worldflow solutions
worldflow have developed a range
of unique platform solutions to
support customer change
programmes:
worldflow Critical ReviewTM
worldflow MergersTM
worldflow Review and FixTM
worldflow AnalyticsTM
Digital Vega
To arrange a product
demonstration or find out
more about our services please
visit us at:
www.worldflow.net/Connect
or contact us directly
Justin Percival
Justin.Percival@worldflow.net
Steve Jarrett
Steve.Jarrett@worldflow.net
worldflow
Hamilton House 1501 7th Avenue
1 Temple Avenue New York
London NY 10009
EC4Y 0HA USA
UK
2. worldflow Connect Solutions
Worldflow provides a range of
support services for managing
financial service processes:
Secure Research
Distribution for Web,
email and Mobile
Channels
Research Subscription
Management
Structured Product
Issuance
Trade Reconciliation and
Reporting
Consultancy Services
worldflow’s consultancy teams
have extensive experience in:
Delivery Management
Systems Integration
Business Analysis
Software Architecture
Software Development
Financial Modeling
QA and Testing
worldflow solutions
worldflow have developed a range
of unique platform solutions to
support customer change
programmes:
worldflow Critical ReviewTM
worldflow MergersTM
worldflow Review and FixTM
worldflow AnalyticsTM
Digital Vega
To arrange a product
demonstration or find out
more about our services please
visit us at:
www.worldflow.net/Connect
or contact us directly
Justin Percival
Justin.Percival@worldflow.net
Steve Jarrett
Steve.Jarrett@worldflow.net
worldflow
Hamilton House 1501 7th Avenue
1 Temple Avenue New York
London NY 10009
EC4Y 0HA USA
UK
Example workflow process
Announcements
Example System Structure