Modelity is a financial technology company that provides solutions for structuring, automating, and managing complex financial products throughout their lifecycle. Their solutions address challenges around lack of transparency, complexity, and inefficient manual processes that hinder sales, investment, and time to market. Modelity's comprehensive suite of solutions includes interactive visualizations, automated documentation, performance reporting, analytics tools, and event monitoring. Case studies demonstrate how Modelity has helped clients automate tasks, reduce errors, increase sales and client support, and speed the launch of new products.

2. Agenda
 About the company
 Market Challenges
 Modelity/Structures Solutions
 Case Studies

3. About Modelity
 Financial technology company
 Founded in 2000
 85 Employees
 Part of the Fishman Group consisting of thousands of employees
 Global Offices:

4. Leading Clients

5. Market Challenge
Complex 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

6. Modelity/Structures Solution
Comprehensive set of solutions for the entire product lifecycle
Flexible 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

7. Modelity/Structures Solution

8. Animated Sales Presentations
Interactive 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)

9. Secondary Market Volume Generation
Dynamic flash presentation to explain the product’s historical performance and
possible 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

10. Product Repository
Centralized repository holding all the organization’s structured products along
with common and advanced management capabilities
 Storage and management of all structured product types
 Holds static and dynamically calculated data
 Advanced screening capabilities
 Management Reporting

11. Performance Reporting
Reporting and visualization mechanism that produces reports showing the actual
performance 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…)

12. Termsheet & Pre-launch Documentation
Streamlines 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

13. Analytics
Test and compare existing products and new product ideas using a variety of
scenario analysis tools
 Back testing
 Stress back testing
 Monte-Carlo based future scenarios
 Actual historical performance

14. Website Generation
Automatic creation of website pages and content for the structured products
business intended for the organization’s clients/investors
Amongst others may include:
 Products in subscription
 Live products
 Matured products
 Product literature
 Performance data and analysis

15. Event Monitoring
Constant monitoring and timely notifications regarding various events during
product lifetime
Typical monitored events may include:
 Approaching maturity
 Approaching observation / payment date
 Barrier breach
 Lock-in
 Knock-in
 Knock-out

16. 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

17. 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)

18. 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