Account Opening
Efficient and flexible Account Opening models for Investment, Capital Markets and Corporate Banking and Wealth Management.
Deal Manager streamlines account opening for Investment, Capital Markets and Corporate Banking and Wealth Managers.
With Deal Manager, institutions can centrally manage all data, document, and workflow requirements for account opening. Highly flexible, Deal Manager is rapidly configurable to incorporate bank specific requirements, and offers preconfigured accelerators for a range of banking products.
- Guided data capture based on product selection
- Configurable product related workflows
- In-built automation of credit pack generation and approval process
- Conditions registration and follow up
- Document checklists
- Ongoing client & account maintenance (mandate updates, signatory changes, director updates, change of address)
- Document Management (requirements matrix, doc. generation, indexing and storage)
- Legal Document Execution
- Collateral Management
- Web services integration to a range of customer management and downstream trading/back office systems (Calypso, Loan IQ, Bank Master, Summit, Midas, Dynamics, Salesforce and more)
Additional Features
- Client Prioritisation
- Pre-trade checking (standard and non standard trade requests)
- Pre-build interfaces to downstream trading systems (Calypso, Summit, Murex, Atlas, Midas, Loan IQ, T.24, Flexcube)
Product Coverage
- FX
- MM
- Equities
- Fixed Income
- OTC Derivatives
- Lending
- Interbank Trading
- Structured Products
Additional Functions & Features
- Collateral Perfection and Management
- Pre-build interfaces to downstream systems and back office (Calypso, Summit, Murex, Atlas, Midas, Loan IQ, T.24, Flexcube)
Product Coverage
- Corporate lending
- Mezzanine finance
- Invoice discounting
- Overdrafts
- Business credit cards
Product Coverage
- Margin Lending
- Core trading account
- ISA Account
- SIPP Account