Investment & Commercial Banks

Investment and Commerical Banking Industry

Investment Banking

Improve Your Understanding of Risk

Institutions that trade in complex financial products struggle to manage the high risks inherent in the business. The best way to stay on top of risk is to understand it. The best way to understand risk is to improve the quality of financial documentation, facilitate onboarding, and capture key contract data at every step along the way.

Gain Visibility into Critical Financial Documentation

Banks also need improved visibility into collateral and key contract terms to know where risks lives and meet the increasing demands of regulators, an effort that is further complicated by the fact that, going forward, no one knows exactly which terms or data will serve regulators.

Streamline the generation, negotiation, approval, management and visibility of critical financial documentation

Exari’s CLM solutions provide complete visibility into key terms within existing agreements and streamlines the generation and negotiation of high-quality, highly complex financial documentation for investment banks, whether those documents are produced by the front office, legal, or through batch and straight-through processing (STP).

Exari supports all critical financial documentation including:

  • ISDA Master Agreements & Credit Support Annexes (CSA)
  • Global Master Repurchase Agreements (GMRAs)
  • Global Master Securities Lending Agreements (GMSLAs)
  • International FX and Currency Option Master Agreements(IFXCOs)
  • Prospectuses, Term Sheets and Final Terms for Structured Products
  • Trade Confirmations

Commercial Banking

Businesses choose to work with banks that are easy to work with. As more business goes through broker channels and competition among lenders increases, most banks are faced with falling margins. Staying ahead of the competition means being able to meet clients’ needs for prompt loan approval through streamlined onboarding and contracting processes.

To protect margins and grow market share, lenders need to speed up the loan origination process from application through settlement.

You need to make it easy for your sales team to capture and process deals quickly without the high costs and risks of repeated manual hand-offs and re-keying. And you need to reach out to brokers and other channels with systems that make it easy for them to direct business your way.

Faster deals, fatter margins

Exari Optimized the Derivatives Master Agreements Process for a Global Investment BankRead how in this case study
With Exari’s loan origination and financial documentation software, loans are generated and approved in a fraction of the time while ensuring consistent, accurate financial documentation. The end result is lower risk, lower costs, and most importantly, an efficient process that facilitates rapid and thorough onboarding, and attract more business from third party channels.

Exari for Commercial Banks

Our solution guides the originator (or, if desired, the end customer) through an interview relevant to the customer’s specific situation. The interview process ensures that the originator captures all necessary information. Avoiding bottlenecks is key, so low-risk applications are handled automatically, while only more complex requests are flagged for review. Exari then generates all loan documentation relevant to the transaction, a preview of each document in the browser means errors are detected and corrected prior to output as Word or PDF files. And once the documents have been produced, Exari automatically notifies stakeholders. It’s as simple – and ingenious – as that.

Contracts are the backbone of your business. Up your game and protect your company.