Resources

image

ACADEMY

A learning centre dedicated to providing the tools and
knowledge to helping financial advisors invest in their
professional development.

We're relentlessly pursuing our vision where every
learner can access education to unlock their potential,
without the barriers of cost or location.

Have a look

We make the distance shorter between investment
advisors with a vision and clients with a need.

Why invest in Digital Coupon Note (DCN)?
Why invest in Bonus Enhanced Note (BEN)?
Why invest in Fixed Coupon Note (FCN)?
What is an Equity Linked Note (ELN)?
Why invest in Stepdown Autocallable Note (SAN)?
Why invest in Twin Win Note (TWN)?
What is a Credit Linked Note (CLN)?
Why invest in Bonds?
Why invest in Digital Coupon Note (DCN)?
Why invest in Bonus Enhanced Note (BEN)?
Why invest in Fixed Coupon Note (FCN)?
What is an Equity Linked Note (ELN)?
Why invest in Stepdown Autocallable Note (SAN)?
Why invest in Twin Win Note (TWN)?
What is a Credit Linked Note (CLN)?
Why invest in Bonds?

The Innovation Grant Experiment

Improving the Design for Structured Products

1
Identify Current Pain Points
Objective

Understand real inefficiencies faced in the current structured note design and pricing process.

Action

Conduct Market Survey from Actual User (5mins)
Pain Points in Structured Product Design Process Survey

2
Technical Equivalence Trial
Objective

Evaluate the performance difference between traditional manual workflows and an automated optimizer.

Action

Set up two workflows for comparison:
Manual Process
Automated Optimizer
Participate in the Technical Equivalence Trial

Method

Using a predefined Evaluation Matrix to measure efficiency, accuracy, time-to-market, and user experience.

3
Gather Feedback on Optimizer
Goal

Collect feedback on usability, enhancements, and adoption readiness, while uncovering hidden gaps for future growth.

Participate

Share your thoughts via our Post-Survey Feedback Form to help us improve the optimizer experience.