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Counterparty Manager-Outreach360

Outreach360 is a centralized platform to engage with your counterparties and exchange information to support regulatory requirements including MiFID II.

Through Outreach360, sell-side firms can analyze their existing buy-side client population, identify which clients are impacted by regulatory changes and conduct regulatory outreach through customized outreach emails and custom questionnaires. Buy-side firms can efficiently respond to questionnaires and respond to requests for information or agree to terms for new legal documents that need to be repapered. Information exchanged on the platform is completely digitized, tracked and fed to downstream systems for regulatory reporting requirements.

The platform provides a streamlined, cost-effective way to meet your MiFID II obligations and gives you the tools to effectively manage your information gathering, publishing and terms of business repapering obligations.

A full audit history of all information exchanged is available on the platform and all data can be fed to downstream systems, for trading, risk and reporting requirements. Counterparty follow-ups are automated through timely reminders and you can view the status of all client outreaches via an interactive dashboard.

Key benefits:

  • Centralize information - Create, track and send/receive documentation, legal contracts and questionnaires through one portal
  • Secure exchange - Securely exchange confidential documentation through a single web-based portal which provides full visibility into client interactions and responses
  • Streamline operations - Streamline your repapering workflow by agreeing, e-signing, returning, tracking and storing your contracts and regulatory information in one location. Extract information easily in a normalized format
  • Drive standardization - On and off-platform users can collect common client data through standardized and fully customizable questionnaires to meet regulatory requirements (e.g. MiFID II, EMIR, FX Code of Conduct, KYC/AML, Tax Remediation)
  • Enhance transparency - View the status of all tasks in real time through a customizable dashboard with real-time information and reporting to view the progress of your workflow

Customers

  • Banks
  • Hedge Funds
  • Asset Managers

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