Solutions

Banks and Other Issuers

WallStreetdocs is the definitive document automation solution for debt issuances and other capital markets transactions.

Banks and other issuers routinely raise capital and hedge risk by issuing a broad range of securities. Many of these securities are extremely complex. Designing and documenting them places the highest demands on lawyers, structurers and traders.

As issuers access the capital markets with greater frequency and the average deal size decreases, it becomes increasingly important to maintain adequate quality control and manage legal and other documentation costs.

Benefits of document automation

With wsdFormBuilder, we offer issuers a document automation solution that automatically generates high-quality deal documents for a variety of debt issuances, from simple fixed and floating rate bonds to complex equity- and commodity- linked notes. In doing so, wsdFormBuilder helps issuers

  • avoid human errors and improve consistency,
  • speed up execution and
  • reduce costs.

We have designed wsdFormBuilder from the ground up to replicate issuer's existing work flows.

Typically, using wsdFormBuilder, an issuer creates a set of document templates for one of its MTN, CP or other securities issuance programs at the time the program is launched or recommenced. Templates may be created by the issuer’s inhouse legal department or by one of our dedicated professional support lawyers. Once the templates for a program have been set up, documents for individual takedowns can be generated quickly by filling in an online term sheet. For high-volume issuers, we offer integration with inhouse data sources and knowledge management systems.

wsdFormBuilder enforces consistent use of market conventions through centrally managed financial dictionaries and an expandable library of selling restrictions and other boilerplate legal clauses.

WallStreetdocs is the only document automation solution that combines a technical platform designed specifically for debt issuances and other capital markets transactions with a team of professional support lawyers who can readily create and maintain templates for a wide variety of legal and financial documents.

WallStreetdocs dramatically simplifies the documentation of program-based funding transactions, from simple bonds to complex structured notes and certificates.