API Console

Swagger | Microservice

Executive Summary

This Service Domain handles the provision of a broad range of financial advisory services to corporate clients

Examples of Use

A corporate client relationship manager enrolls specialist financial advisory services to assist a corporate customer with a strategic funding options assessment

Role Definition

Provides a broad range of fee or commission based specialized financing advisory services (both tactical and strategic in nature). Assignments will typically be packaged into scoped projects with defined outcomes that support institutional and corporate customers. On-going/ad hoc advisory support may also be provided on a retainer basis

Related Business Scenarios

Core Business Object

Key Features

  • Advise corporate on achieving the optimal capital structure
  • Provide tactical and strategic funding advice
  • Advise on corporate taxation approaches