OTCDocs provides a solution for automatically generating term sheets for Equity linked notes, embedding actual trade and instrument data into pre-defined document templates, making for error-free straight-through processing.
In an era of increased automation the manual creation of term sheets is inefficient and error prone. The volume of Structured Products is expanding, but ticket sizes are falling meaning inefficient workflow and errors are amplified. Manual workflow errors can lead to transaction delays and losing trades to competitors which could materially impact your profits and reputation.
OTC Docs bring analytics, operational efficiencies and regulatory compliance to both clients and dealers allowing the control of sensitive information and a reduction in operational risk.
Key Benefits
• Reduce the errors and inconveniences that come from a
manual workflow
• Reduce lost trades and impact on reputation that come from
errors in term sheet
• Generate client-ready marketing documents on the fly
• Versioned, validated and audited template workflow
• Embed dynamic formula directly into your marketing documents
• Easily access all audit history for changes and authorisations
without trawling through emails and folders
• Manage updates to the term sheet templates in house with
WYSIWYG and spreadsheet-like formulas
• Implement a solution that can grow with your business
Product Coverage
• Instrument, trade and/or country specific term-sheets
• Key Investor Documents
• Marketing Documents
• All Instrument and trade-based documents