Bonds & Fixed Income Client service
Calls and tenders that reach the client before the deadline
How a bond distributor moved coupon diaries and corporate action elections out of inboxes and onto the client record.
The starting point
A client has calls, tenders and consent solicitations arriving from custodians and passed down an email chain to relationship managers. Client response deadlines fell before the market deadline, and coupons were diarised in a spreadsheet.
What they needed
- Hold every event against the holding and the client
- Show the client response deadline, not just the market one
- Capture elections without email
- Post coupons and maturities to the client record
What FYNXT delivered
FYNXT holds each event against the holding, shows the client response deadline, takes the election through the portal and posts coupons, calls and maturities to the record as they happen.
What changed
- Events sit on the holding, not in an inbox
- Client deadlines are explicit
- Elections are captured, not chased
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Next step
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.