The Client sought wished to raise capital by issuing securities. They needed a global system to:
- Capture pre-trade workflow for the lifecycle actions of these firm issued financial products
- Track and approve issuances throughout the lifecycle as per workflows and entities (Tax, Legal, etc)
- Enable accurate routing of issuances based on sign off groups and allow funding and pricing to be requested and provided by treasury
- Track and monitor revenues (Assets vs Liabilities and other Business KPIs) on a single dashboard.