Bond distribution moved from paper forms to one digital journey
How a bank took bond subscriptions, payment evidence, certificates and coupons out of email and into one journey its customers can follow.
The starting point
A client has a bond desk distributing new issues to private and retail customers through forms and email. Subscription requests, payment evidence and certificates arrived through separate channels, and customers had to call to learn where their request stood.
What they needed
- Publish bond products with their terms and availability
- Take subscription requests and payment evidence online
- Issue certificates and service coupons and redemptions
- Let customers follow every request
What FYNXT delivered
FYNXT set up the Bond Module inside the bank's investment journey. Products carry their issuer, currency, tenure and minimum investment, requests move through review, payment confirmation and certificate issue, and coupons and redemptions are serviced from the same record.
What changed
- Customers see where each request stands
- Evidence and certificates sit on one record
- The bond desk works one queue
- Technology & operations
Online trading launched under the bank's own brand
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Investment onboarding that reuses what the bank already knows
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Relationship managers with one view of each investor
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See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.