Fixed‑income products offered, subscribed and serviced online
How a fixed-income distributor moved bond offerings, subscriptions, certificates and coupon servicing onto one journey for professional investors.
The starting point
A client has a fixed-income distribution business serving professional and institutional investors. Product terms lived in documents, subscriptions arrived by email, and coupon and redemption history sat in spreadsheets only the operations team could read.
What they needed
- Configure fixed and perpetual products with their terms
- Take requests, invoices and payment confirmations in one flow
- Issue certificates and service coupons and redemptions
- Give investors a live view of their holdings
What FYNXT delivered
FYNXT configured the Bond Module for the client's product range. Issuer, currency, tenure, minimum investment and return rules are set per product, requests move through review, invoice and confirmation, and investors follow certificates, coupons and redemptions in their portal.
What changed
- Product terms are configured once
- Investors follow every request
- Coupon and redemption history sits on one record
- Technology & operations
One financial CRM across entities, desks and products
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Corporate onboarding without the email chase
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One payment policy across entities, currencies and providers
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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.