CONTACT US

Trade Opportunity Mining

Quickly identify target accounts and generate personalized proposals

We provide tools designed to expedite the trade proposal process and improve the effectiveness of trade communication to advisors. Our proposal tools include custom messaging, post-trade statistics and supporting reports that empower your desk to help advisors and their clients make well-informed investment decisions.

Whether a trade scenario potentially impacts 10 or 10,000 accounts, DeskView's highly-integrated process enables bond specialists to convert trade ideas into personalized proposals for each account in just a few short minutes.

Transform Ideas into Proposals:

Start with a Trade Idea

1.
Start with a Trade Idea:
Swap, Sell or Buy

  • Called-Maturing
  • Pre-Refunded
  • Alternative Minimum Tax
  • Increased Call Protection
  • Out-of-State
  • Tax Loss
  • Downgrade / Default
  • Large Block Allocations
  • Many More
Identify a Target Audience

2.
Identify Target Accounts

  • Utilize Rules-Based Searches
  • Scan Your Entire Book
  • Mark Candidate Accounts
Generate Unique Proposals

3.
Automatically Generate Personalized Proposals

  • Propose Your Offerings
  • Review Trade Statistics
  • Adjust Bond Allocations
  • Include Sales Credits
Electronic Communation

4.
Send Proposal Correspondence

  • Select a Message Template
  • Add Your Sales Message
  • Include File Attachments
  • Generate and Attach System Reports
  • Deliver via RepView or Email

Learn more about how to enhance your trade opportunity and proposal process.

Contact Us TodayContact BondWave Today

Legal Information    |    Privacy Policy    |    Business Continuity Plan

BondWave LLC
120 E. Liberty Drive, Suite 400 - Wheaton, Illinois 60187
877.795.2929 - 630.517.7000
Copyright 2016 - BondWave LLC. All Rights Reserved.