Streamline client data collection, trade documentation, and post-trade processes across complex capital markets workflows.
Why Leading Global Investment Firms Trust Smart Communications
Smart Communications helps investment banks replace manual forms, disconnected document processes, and repeated data entry with controlled digital workflows. SmartIQ™ supports guided data collection and process automation; SmartDX™ helps teams create and manage trade and relationship documentation. Together, they help teams move information through pre- and post-trade processes with greater visibility and less manual work.
Limitless Use Cases for Capital Markets
Reduce redundancy with a platform built to scale. Meet all of your data collection and document generation requirements across the enterprise. Maintain data integrity and security while providing the business insights you need to succeed.
Pre-Trade Relationship Documents
Post-Trade Affirmation Documents
Structured Products
Securities Lending
Trade Confirmations and Term Sheets
Client Reporting
Firms Achieve
Real ROI with Smart Communications
In today's investment banking landscape, the competition for business becomes more challenging every day. SmartIQ and SmartDX can help you win across the following key areas.
Accelerate Onboarding and Time to Revenue
Drive investment revenue with accurate, data-led production and delivery of trading and other documents such as disclosures and confirmations. Quicker closing and a better digital experience? Good deal.
Reduce Costs and Friction with Automated Processes
Improve efficiency by connecting your trade booking, CRM and other systems. Open APIs make it easy to integrate across your existing tech stack to automate data collection, document production, execution and data extraction. Built-in status dashboards mean more visibility and fewer roadblocks.
Decrease Regulatory and Operational Risks
Improve control over clause content and meet changing compliance regulations with ease. Empower the business to manage and update document templates – for multiple jurisdictions, languages and brands – with less need for IT support. All with a full audit trail – so you know what happened, when.
Accelerate Onboarding and Time to Revenue
Drive investment revenue with accurate, data-led production and delivery of trading and other documents such as disclosures and confirmations. Quicker closing and a better digital experience? Good deal.
Reduce Costs and Friction with Automated Processes
Decrease Regulatory and Operational Risks
What Can Investment Banks Automate with SmartIQ?
PDF forms and spreadsheets can slow down onboarding and post-trade processes, especially when teams must collect the same information more than once. SmartIQ uses guided digital interviews to capture data and connect it with internal systems of record.
For post-trade workflows, banks can use SmartIQ to support affirmations, cash flow processing, and confirmation execution. For pre-trade collaboration, teams can use collected or confirmed client data to generate documents from approved clauses and templates. The result is less manual entry and more consistent information across the process.
Explore SmartIQCUSTOMER SPOTLIGHT
J.P. Morgan Investment Banking Transforms Trade Documentation Process
Hear from J.P. Morgan on how the investment banking group is using SmartIQ to manage affirmations and post-trade documentation, in this Smart Communications Innovate conference session.
Watch Now
How Does SmartDX Streamline Trade Documentation for Investment Banks?
Trade documentation often moves between teams, counterparties, and systems, making it difficult to track changes and move agreements forward. Manual drafting and repeated data entry add time to an already complex process.
SmartDX helps investment banking and capital markets teams create documents from approved templates, collaborate on negotiations, and capture agreed terms as machine-readable data for downstream systems. From relationship agreements to trade confirmations, teams gain a more consistent process and clearer visibility into documentation.
Explore SmartDXRESOURCES
More Resources for Capital Markets and Investment Banking
PARTNER SPOTLIGHT
Delta Capita
If you’re resource strapped and need specialist product and legal knowledge for your complex documents, Smart Communications partners with Delta Capita on a managed services offering for capital markets firms. Find out how we can help you get up and running fast and eliminate maintenance headaches.
Providing Industry Leadership in the Capital Markets Software Industry
Smart Communications is a member of key capital markets industry associations and leads on development and testing of industry standards. You can rest easy knowing that we work with the necessary data models and clause libraries in the securities and derivatives industries.
Speed Up and Simplify Your Capital Markets Document Processes
Ready to improve your operations? Let us show you how.
Request a Demo