The Capital Markets Software Solution for SMARTER Document Process Automation

Capital markets business models are changing rapidly, so if your technology isn’t keeping pace, learn why the world’s leading global investment banks firms trust Smart Communications.

Discover how investment banks use the Conversation Cloud™ platform to digitalize business-critical document processes, from onboarding to post-trade, structured products to securities lending, and beyond. Dive in and learn more.


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.

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Pre-Trade Relationship Documents

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Post-Trade Affirmation Documents

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Structured Products

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Securities Lending

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Trade Confirmations and Term Sheets

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Client Reporting

Firms Achieve
Real ROI with Smart Communications

In today's investment banking landscape, the competition for business becomes more challenging every day. Our software solutions for capital markets can help you win across the following key areas.

Group 459 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.
Group 459 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.
Group 459 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.
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Accelerate Onboarding and Time to Revenue
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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
SmartIQ™ is the go-to capital markets software solution for data collection and automation needs.
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Simplify Data Collection and Business Process Automation with SmartIQ™

For onboarding or post-trade processes, your ability to seamlessly collect and distribute the right data is crucial. If you’re still using PDF forms or spreadsheets, there’s a better way.

For post-trade processes, SmartIQ helps banks simplify affirmation, cash flow processing and post-trade confirmation execution, with data-driven digital interviews connected with your internal systems of record. Reduce errors and save hours.

For pre-trade collaboration, SmartIQ can dynamically generate documents from pre-approved clauses and templates, using new or confirmed data collected from clients. Less manual work means happier traders.

Explore SmartIQ


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
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Transform Investment Banking Document Processes with SmartDX™

Investment banking document processes can be frustratingly lengthy and lack transparency. Contract collaboration is painful, and email messages lack the security you need. All the while, the clock is ticking.

SmartDX solves these issues with the industry-leading platform for document template management in investment banking.

Improve speed and efficiency with an enterprise-class communications management software solution purpose built for the world’s largest global capital markets businesses.

Explore SmartDX


Customer Success: Danske Bank

Read why Denmark’s largest investment bank chose SmartDX to automate and simplify relationship documentation for all market participants – across all documents, asset classes and product types. Fewer templates and easier editing have resulted in significant cost savings.

Read the Case Study
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“We chose SmartDX from Smart Communications. We were impressed with its functionality and we got very positive feedback from other investment banks using it.”

– Flemming Kolbye, Danske Bank
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More Resources for Capital Markets and Investment Banking

View our curated collection of videos, webinars, and blogs that provide valuable insights and expertise in the field.

2023 Financial Services Benchmark Report

Wondering what your customers truly think about their interactions with financial services organizations like yours?

Download Report >
Smart Communications Capital Markets Community

Catch up with recent product and customer updates in this this Innovate customer conference session.

Watch Now >
Fidelity International Streamlines Wealth Management Communications

Hear why this UK-based asset management firm chose SmartCOMM to support its digital-first strategy.

Watch Now >
Ultimate Guide to Forms

If you’re using paper or static fillable web forms, learn why the form of the future may not be a form at all. It’s time to re-imagine data collection.

Read More >
Client Reporting Goes Digital – 5 Key Trends to Watch

The era of static, boring reports is ending. Read how firms are looking to deliver highly personalized and interactive digital client reporting at scale.

Read More >
What is ESG and Why It May be the Next Big Thing in Client Reporting

Investment banks are increasingly offering ESG investment options for socially conscious investors. Read how this is affecting client communications.

Read More >


Smart Communications' capital markets software partner spotligh logo Delta Capita

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.

Learn More
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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.

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Speed Up and Simplify Your Capital Markets Document Processes

Ready to improve your operations? Let us show you how.

Request a DemoContact Us