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Modelity structures presentation


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Modelity structures presentation

  1. 1. Agenda About the company Market Challenges Modelity/Structures Solutions Case Studies
  2. 2. About Modelity Financial technology company Founded in 2000 85 Employees Part of the Fishman Group consisting of thousands of employees Global Offices:
  3. 3. Leading Clients
  4. 4. Market ChallengeComplex products, insufficient transparency Salespersons not understanding products refrain from selling Investors not understanding products refrain from investing Complexity and non-standardization results in lack of automation Lack of automation results in  long time to market for new ideas  poor client support All of the above results in low sales
  5. 5. Modelity/Structures SolutionComprehensive set of solutions for the entire product lifecycleFlexible financial language to allow modeling of all structured products Enhanced transparency using dynamic and interactive product visualizations Maximize sales Educate clients Automate tedious manual work Upgrade client support Speed up time to market for new products and new product innovations Structured Product business management
  6. 6. Modelity/Structures Solution
  7. 7. Animated Sales PresentationsInteractive flash presentation including a product performance simulator.Tailored to boost sales in the primary market. Educational videos Payoff logic illustrations Interactive future scenarios (and possible product outcomes) Sales persons training tool (quiz) Narration (voice)
  8. 8. Secondary Market Volume GenerationDynamic flash presentation to explain the product’s historical performance andpossible future scenarios. Includes live feed of market data Dynamic illustrations - adjusting to the market situations Personalized - investors may input individual purchase prices for the products Decision-making tools to stimulate trading activity
  9. 9. Product RepositoryCentralized repository holding all the organization’s structured products alongwith common and advanced management capabilities Storage and management of all structured product types Holds static and dynamically calculated data Advanced screening capabilities Management Reporting
  10. 10. Performance ReportingReporting and visualization mechanism that produces reports showing the actualperformance of live products and their underlying instruments Friendly product and underlyers performance illustrations Coupon payments and accruals Observations (Asian in/out, Cliquet…) Barriers (Knock-in/out, range, tunnel...) Dynamic weighting (Rainbow, momentum…)
  11. 11. Termsheet & Pre-launch DocumentationStreamlines tedious and error-prone production of product documentation Automatically updated and generated Eliminates manual errors Utilized for various document types such as:  Private client termsheet  KIID  Brochure  SEC Free Writing Prospectus  Indicative / final terms
  12. 12. AnalyticsTest and compare existing products and new product ideas using a variety ofscenario analysis tools Back testing Stress back testing Monte-Carlo based future scenarios Actual historical performance
  13. 13. Website GenerationAutomatic creation of website pages and content for the structured productsbusiness intended for the organization’s clients/investorsAmongst others may include: Products in subscription Live products Matured products Product literature Performance data and analysis
  14. 14. Event MonitoringConstant monitoring and timely notifications regarding various events duringproduct lifetimeTypical monitored events may include: Approaching maturity Approaching observation / payment date Barrier breach Lock-in Knock-in Knock-out
  15. 15. Case Study #1 Client: One of the top 10 global financial institutions Issue at stake: Performance reporting for hundreds of wealth products Problems:  Prepared manually  Delivered only on a semi-annual basis  Very limited information per product Modelity/Structures Solution:  Prepared automatically  Delivered on a monthly basis  Detailed and informative reporting per product  Published on the website and increasing traffic
  16. 16. Case Study #2 Client: One of the top 50 global financial institutions Issue at stake: Educational sales presentations Problems:  Not available Modelity/Structures Solution:  Prepared automatically for each new product  Positive feedback from salespersons of the branch network  Higher interest in the bank’s products by its potential investors  Increased sales (disclaimer: increase may also have been caused by other factors)
  17. 17. Case Study #3 Client: One of the top 100 global financial institutions Issue at stake: Operations – valuation of payments Problems:  Payment values and timings were conducted manually  Calculation conducted manually and in Excel resulting in many errors  Suppression of innovative ideas, not supported by the Excel calculations Modelity/Structures Solution:  Payment values calculated automatically  High precision results  Innovative ideas were launched without delay