Securities Issuance

Automation can streamline data entry of large bond-issuance documents.
This process includes identification of data from prospectuses and other core document types, collecting 10+ fields in each document.

Customers who viewed this use case also viewed

Transfer Agent Confirmation
In an automated process, bots expedite confirmation of transfer agents. This can include analysis o...
Transfer Agent Confirmation
In an automated process, bots expedite confirmation of transfer agents. This can include analysis of documents to confirm details of a customer order...
Trade Exceptions & Reconciliation
Leverage WorkFusion to automate trade matching for brokers on financial information exchange (FIX) a...
Trade Exceptions & Reconciliation
Leverage WorkFusion to automate trade matching for brokers on financial information exchange (FIX) and address trades that are not automatically match...
Trade Entry/Trade Capture
Automation can increase efficiencies in the entry of trade details. This process includes receipt o...
Trade Entry/Trade Capture
Automation can increase efficiencies in the entry of trade details. This process includes receipt of trades executed by outsourced portfolio and asse...
Termsheet Intake and Management
In this process, banks receive term sheets via email from third-party financial institutions, includ...
Termsheet Intake and Management
In this process, banks receive term sheets via email from third-party financial institutions, including emails with attached PDF files,  embedded tabl...
Securities Master Reconciliation
In this necessary process, incoming or outgoing securities trades are confirmed against a securities...
Securities Master Reconciliation
In this necessary process, incoming or outgoing securities trades are confirmed against a securities master. This process can be automated by WorkFusi...
Static/Reference Data Management (Securities Master)
WorkFusion can automate the entry of new securities ISIN or CUSIP codes and other identifying inform...
Static/Reference Data Management (Securities Master)
WorkFusion can automate the entry of new securities ISIN or CUSIP codes and other identifying information into securities master(s) following receipt ...