SmartDX provides critical capabilities designed to help enterprises streamline trade and relationship documentation for all stakeholders, spanning various asset classes and product types. Trusted by some of the world's largest financial, energy, and commodity institutions, SmartDX effectively eliminates common inefficiencies associated with crucial document negotiation and trade documentation processes. The solution enhances control and transparency by enabling the creation of client documentation from pre-approved templates, ensuring brand consistency and a uniform client experience. Easy access to executed terms and finalized negotiations provides comprehensive oversight. SmartDX significantly improves automation by reducing the manual capture of identical data terms across multiple teams and by unlocking 'golden source' data in a machine-readable format. This is crucial for maintaining consistency in downstream systems, aiding reconciliation, and eliminating redundant manual processes. Consequently, it leads to a significantly lower total cost of ownership for trade document processing by increasing automation and reducing, or even eliminating, the need for staff to manually update drafts, exchange documents via email or fax, and re-key data into disparate systems and formats. As a 100% cloud-based solution, SmartDX empowers organizations to operate with greater speed in an ever-changing environment, harnessing improved velocity, straight-through processing, and scalability without compromising security and compliance standards. It transforms traditionally manual and inefficient trade documentation processes, accelerates collaboration and negotiation, and modernizes practices within capital markets.

Features & Benefits

• Control & Transparency
  • Enables client documentation creation from pre-approved templates, ensuring brand consistency and a consistent client experience. Provides easy access to executed terms and finalized negotiations for full oversight.
• Improved Automation
  • Reduces manual capture of data terms across multiple teams and unlocks golden source data in machine-readable format, critical for consistency in downstream systems, aiding reconciliation, and eliminating duplicate manual processes.
• Lower Cost of Ownership
  • Significantly reduces the costs of trade document processing by increasing automation and reducing or eliminating the need for manual updates, document exchange, and data re-keying.
• Speed to Market
  • Empowers organizations to move with speed in an ever-changing environment, offering improved velocity, straight-through processing, and scalability as a 100% cloud-based solution, without sacrificing security and compliance standards.
• Document Generation, Workflow & Negotiation
  • Allows users to build and manage custom templates using their own Clause Library. Produces industry-standard documents using industry-adopted and custom-industry Standard Clause Library variants. Automates workflow processes based on documents negotiated online.
  • Best in class template and clause management solution
  • Data-driven documents and data extraction
  • Industry standard template libraries
  • Industry working groups
• Deployment Flexibility
  • Offers flexible deployment options designed to lower overall costs.