Legal Documents Navigator

Flexible Negotiation Efficiency

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Negotiations (CSA/ISDA, Tax, Client Outreach, IBOR, Pricing supplements, …) are still highly manual and time-consuming processes, requiring various resources across many departments within the banks. Our clients want to have standardized interfaces to core internal and external hubs and third party providers yet at the same time internally model their processes and approval procedures in the most flexible manner possible.

Our state of the art solution greatly streamlines the entire negotiation lifecycle through automating required processes and document generation while meeting organisational-specific needs. Combining our out of the box documents together with our powerful workflow automation tool enables you to increase customer satisfaction and time to market alongside hugely reducing the total cost of ownership and operational risks.

Our Solution

Enormous process flexibility

Ability to map your existing process into the system by connecting to all internal and external interfaces

Centralised management of assets

Ability to map your existing process into the system by connecting to all internal and external interfaces

Web-based negotiation UI

Free text editing of any clause in the document; stakeholder can approve/reject changes based on their rights

Enormous process flexibility

Ability to map your existing process into the system by connecting to all internal and external interfaces

Centralised management of assets

Ability to map your existing process into the system by connecting to all internal and external interfaces

Web-based negotiation UI

Free text editing of any clause in the document; stakeholder can approve/reject changes based on their rights

csa csa

Our Benefits

We have implemented a workflow and implemented following features to ensure a well thought through negotiation process.

Automated actions

Automated transitions based on predefined rules ensure properly approved values while reminder ensure negotiations do not get stuck.

Document generation

Automated generation of current CSA draft & execution copy. Additional document implemented in order to support stakeholders (Termsheet).

Control review

Ensure approval „gates“ where only specific users/groups can forward a negotiation after approval.

Interfaces

Creation of JSON/XML output files in order to be consumed by downstream systems.

Your Benefits

Reduced operational risk & burden

Consistent & appropriate client outreach

Significant time savings

Legal data "golden source"

 

Use Cases

CSA Negotiations

KYC Outreach

IBOR Transition

Legal Document Negotiation

TAX Document Validation

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We will get in touch to present you our solution and answer all you questions


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