Risk Advisory Platform
Change how corporate banks win, retaining higher value business through digital advisory and data
About this app
EmformX solution offers relationship bankers cloud based digital product advisory across all the corporate clients’ holdings, corporate loans, foreign exchange, FX and interest rate hedges, with the bank and with other banks, by real time position valuation, risk, simulations, and product suggestions. It resolves digital upsell and client attrition issues from today’s slow and costly physical advisory.
Today's challenges show that traditional physical coverage models can't deliver the upsell results banks are expecting in a competitive environment. Additionally, corporate clients competing in a digital reality are expecting holistic and tailored solutions, seamless self-service with assisted solution delivery at the speed of the business. This raises the importance of timely exposure and instrument information as client’s needs and sophistication are driven by increasing amount of data available. Banks are facing challenges how to simplify clients banking tasks and transform the speed to benefit from identifying to fulfilling banking needs, every time when the business or markets change.
Higher client retention through digital coverage
Cloud advisory service environment for relationship banker with multibank positions, requires forecasting & product suggestions to recover sales/relationship managers effectiveness. New inside sales capabilities to lower client coverage cost and make feasible, to also upsell clients that would otherwise be unprofitable or neglected.
Cloud solution for both advisors & corporates to break underinvestment cycle
Fast go-to market via pre-integrated Finastra FusionFabric.cloud instrument data, scalable cloud service environment with a client self-service option and end-to end data integration capabilities. Once coverage teams and clients are aligned around a new service, bankers are capable of developing potential for the right loan, FX and interest rate hedge offerings via digital route, at a fraction of previous time and cost.
Flexible deployment options to maximize data synergy
From sample trade ideas to basic holdings with bank & bank-only advisory, to fully integrated, multi-bank positions and corporate self-service. Additional cloud integrations supporting real-time need identification from underlying client data. The banker in turn understands client banking patterns faster, transforming the speed from identifying to deal fulfillment to a new level.
Building blocks
Trading Book Data: Swaptions/CapFloors
Retrieve trade's financial and contractual information, including parties involved, deal type, terms and condition from the position keeping system
Trades Data
Retrieve financial and contractual information of trades, including parties involved, deal type, terms and conditions, with transaction price and the associated market data from the position keeping system
Trading Book Data: Swaps/FRA
Retrieve trade's financial and contractual information, including parties involved, deal type, terms and condition from the position keeping system
Trading Book Data: Bonds/MM
Retrieve trade's financial and contractual information, including parties involved, deal type, terms and condition from the position keeping system
