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Digital Transformation Platform for Primary Capital Markets
  1. case
  2. Digital Transformation Platform for Primary Capital Markets

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Digital Transformation Platform for Primary Capital Markets

inoxoft.com
Financial services
Information technology

Challenges in Traditional Primary Debt Issuance Processes

Primary debt issuance processes remain outdated, relying on manual, error-prone workflows that increase operational risk, create fragmented data silos, and lack transparency. These inefficiencies lead to higher costs, regulatory friction, and missed opportunities for stakeholders.

About the Client

A financial technology company creating digital solutions for primary capital markets, focused on transforming deal management through secure, efficient technology approaches.

Digital Transformation Goals for Capital Markets

  • Develop a centralized digital platform connecting underwriters, issuers, and institutional investors
  • Streamline deal execution workflows to reduce costs and operational risks
  • Enable real-time data access and secure collaboration across stakeholders
  • Implement AI-driven analytics for contextual insights and decision-making

Core System Functionalities

  • Secure Document Vault with access controls
  • Real-time transaction tracking and analytics
  • Customizable alerts and notifications
  • Integrated chat for stakeholder communication
  • AI-powered deal analytics (live/historical)
  • Cross-platform mobile and web applications
  • Roadshow logistics management

Technology Stack Requirements

Cloud-native architecture (AWS/Azure)
React/Node.js for web applications
React Native/Flutter for mobile apps
Blockchain for document security
AI/ML frameworks for analytics

System Integration Needs

  • Legacy financial systems (e.g., Bloomberg, Refinitiv)
  • Document management platforms
  • Regulatory compliance tools
  • Third-party identity verification services

Non-Functional Requirements

  • Enterprise-grade security (GDPR, SOC 2 compliant)
  • High availability (99.99% uptime)
  • Scalable infrastructure for global users
  • Low-latency real-time data processing
  • Multi-tenancy support for client data segregation

Expected Business Impact of Digital Transformation

The platform will reduce deal execution costs by 30-40%, decrease operational risk through automated compliance checks, and provide stakeholders with real-time data access for faster decision-making. Secure document management and AI analytics will create competitive advantages while improving transparency across primary debt issuance processes.

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