Elevate your sales performance

In the fast-paced world of OTC derivatives and fixed income sales, the ability to quickly and accurately price products, understand client needs, and beat competitors to deals is paramount. Sales professionals face the dual challenge of managing intricate product details while delivering value to clients amid fluctuating market conditions.

Numerix addresses these challenges by providing real-time analytics that enhance pricing accuracy and agility. With access to analytics across all asset classes plus workflow automation, salespeople can offer tailored solutions that meet specific client risk profiles and investment strategies. This not only builds trust and credibility with clients but also empowers sales teams to close deals faster and with greater confidence.

Benefits for OTC sales teams

Increase sales productivity and independence

Provide quotes for tailored offerings to your clients with maximum speed and accuracy, and solidify your position as a trusted advisor.

  • Customize solutions for your clients

    Comprehensive and configurable pricers across asset classes and product types enable you to tailor products to meet your clients' needs.

  • Advanced pricing models for complex products

    Offer your clients sophisticated products with attractive payoffs, and stay on the leading edge of innovation in the market.

  • Maximize quoting speed and efficiency

    Easy-to-use pricers help you respond quickly to client requests so you can beat competitors and delight clients.

  • Precision pricing you can trust

    Get accurate prices yourself without relying on market-makers, and enhance client trust.

Benefits Callout

Products for OTC sales teams

Oneview for Valuation

Oneview for Valuation delivers market-consistent valuations and Greeks for derivatives and structured product portfolios, combining award-winning pricing libraries with a high-performance enterprise system.

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FINCAD Analytics Suite

FINCAD Analytics Suite simplifies derivatives and fixed income products pricing. Boasting over 2,000 functions and 200+ workbooks, it enables quick calculations of pricing, risk, and cash flows. Features include mark-to-market valuations, risk analysis, curve validation, and advanced fixed income evaluation. Enjoy a user-friendly experience with Analytics Finder and Input Assistant for easy model selection, calculation, and debugging.

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PolyPaths Trading & Risk Management

PolyPaths Trading & Risk Management provides a versatile software platform tailored for fixed income risk management and portfolio analysis. It supports a wide range of instruments including mortgages, structured products, bonds, derivatives, and credit instruments like CDS. The platform is designed for efficacy across front and mid-office, catering to diverse user needs.

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