CONNEXOR Success Story: UBS

UBS sought to improve and simplify the product creation and lifecycle-management processes, including barrier hits, corporate actions, autocalls, issuer calls and redemptions, without compromising data quality.

In the fast-paced market for structured products, accurate and timely reference data is the backbone of pricing, settlement and regulatory reporting. Financial institutions must manage efficiently the data flows for thousands of instruments, from initial issuance to barrier hits, corporate actions, autocalls, issuer calls and redemptions, while offering a clear and consolidated overview to all their customers. When information is scattered across disparate systems or captured manually, delays and errors can erode client trust and hinder growth.

UBS required a solution that could enhance data management processes while maintaining consistent, high‑quality data. The goal was to streamline operations so that clients could benefit from faster responses and greater reliability while maintaining the high standards expected of a global bank. Manually reconciling data from multiple systems slowed down operations and increased the risk of errors.

The Solution

UBS selected CONNEXOR as its backbone for reference data management. The platform’s standardised data model meant UBS no longer had to reconcile information across different systems or formats. By asking issuers to feed products data into CONNEXOR in a timely manner, UBS brought true consistency and reliability to its processes, improving time to market and data quality for their customers. The impact of this digitized process:

Saved significant time and reduced errors, particularly when onboarding new products, managing lifecycle events and complying with regulatory reporting.

Fit seamlessly with UBS’s internal systems, enabling the bank to scale operations and remain agile.

Business Impact

UBS now operates automated data flows across the entire product lifecycle. In addition, the automation has freed up resources and improved efficiency.

By eliminating manual reconciliations and using a unified data model, UBS reduces operational risks and speeds up time-to-market for new products. The success illustrates how CONNEXOR’s unique standard for reference data helps financial institutions handle millions of lifecycle events while staying compliant and client-centred.

CONNEXOR’s standardized data model has significantly improved our reference data flows. We no longer need to reconcile multiple systems and can automate barrier hits, corporate actions, autocalls, issuer calls and redemptions with confidence. That accuracy and reliability free us to serve our clients and grow our business.

Armand Takfor, SP Origination Unified Global Markets, UBS

The Issuer’s Choice

CONNEXOR is used by 93 issuers of financial products, with more than 2.25 million newly issued structured products and more than 50+ million associated product updates and lifecycle events flowing through every year.

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