LevineX has taken another major step in automation: our platform can now extract all product-relevant data from termsheets automatically, completing product data without manual intervention. Previously, capturing key details like ISINs or final fixings of underlying assets required manual input, as these weren’t immediately available at deal closure. With our latest AI-powered enhancement, these details are now extracted seamlessly and efficiently from termsheets, reducing the need for manual involvement entirely. As Raphael Steigmeier, CFA, who supported us in implementing this feature, explains: "Reading PDFs might seem straightforward, but their format often makes data extraction surprisingly complex. Until now, issuer- or product-specific scripts were required—expensive to develop and maintain. Today, the newest generation of AI models dynamically handles these challenges. While large language models (LLMs) excel in text generation, with the right tweaks, they’re equally capable of extracting structured data. By leveraging AI, we can now achieve what once demanded entire teams and significant budgets, at a fraction of the cost." This innovation further reduces workload for our clients, giving them back valuable time to focus on their customers. If you want to maintain personal relationships with issuers while streamlining the underlying processes, reach out to us—we’d be delighted to show you how! 🌐 https://www.levinex.ch
Info
LevineX AG is a Zurich-based fintech company. The LevineX platform offers asset managers and banks an easy-to-use solution to request and trade tailor-made structured products. In doing so, many process steps are automated without making the human component redundant. As a result, end clients benefit from a transparent pricing process, transparent fee breakdowns and structured products at more attractive conditions. Of course, this includes monitoring of the products over the entire life cycle and extensive reporting capabilities.
- Website
-
https://levinex.ch/
Externer Link zu LevineX
- Branche
- Finanzdienstleistungen
- Größe
- 2–10 Beschäftigte
- Hauptsitz
- Zürich
- Art
- Kapitalgesellschaft (AG, GmbH, UG etc.)
- Gegründet
- 2021
- Spezialgebiete
- Strukturierte Produkte und Fintech
Orte
-
Primär
Stockerstrasse 12
Zürich, 8002, CH
Beschäftigte von LevineX
Updates
-
🚀 New Feature Alert! 🚀 At LevineX, we are committed to ensuring our users stay ahead of the curve with timely and actionable insights. We are excited to announce a significant enhancement to our daily and weekly mailings: Starting tomorrow, users will now receive detailed updates on all upcoming earnings announcements for their holdings, helping to make more informed decisions without the worry of missing out on critical earnings updates. #EarningsSeason #Fintech #StructuredProducts #LevineX #Innovation #FinancialAutomation #StayAhead
-
Exciting New Payoffs added to our Platform! At LevineX, we’re continuously evolving to meet the needs of structured product investors, and we are thrilled to introduce our latest payoffs: ✅ Bull & Bear Shark Certificates ✅ Bull & Bear Fan Certificate ✅ Twin Win Certificate ✅ Call & Put Spreads ✅ Drop Back Certificate Explore how these innovative products can enhance your portfolio and protect your capital in diverse market conditions. Of course, we monitor those payoffs in our extensive Life Cycle Management Tool so you will not miss any event concerning your products. Reach out to learn more about how LevineX can help you automate and enhance your processes! 🔗https://www.levinex.ch #structuredproducts #investment #capitalprotection #financialmarkets #LevineX
-
🔄 Simplify Your Secondary Market Trades with LevineX! 🔄 We are thrilled to announce our latest feature that will transform the way you trade in the secondary market. Introducing our new service that enables seamless, direct trading on the platform, eliminating the need for time-consuming calls and manual processes. 🌐 With our new secondary market service, you can: 🔹 Trade your products directly on the platform with ease. 🔹 Access a comprehensive audit log for full transparency and accountability. 🔹 Enjoy a more efficient and streamlined trading process. No more hunting down trading partners or juggling multiple communication channels. Our solution provides a one-stop-shop for all your secondary market trading needs, ensuring you can focus on what truly matters – optimizing your portfolio and achieving the best outcomes. Get in touch to discover how our new secondary market service can simplify and enhance your trading experience! 💡 Ready to trade smarter and faster? Learn more about our secondary market service at LevineX.ch and take your trading to the next level today. #SecondaryMarket #TradingInnovation #Fintech #EfficientTrading #Transparency #LevineX
-
Cryptos are now available for a wide range of payoffs! 🚀📊 At LevineX, we're at the forefront of integrating crypto with traditional financial products. You can now trade Bitcoin, Ethereum and other cryptos for a wide range of payoffs seamlessly through our platform. Let us handle the complexities and make the process smooth for you. 💡 Pricing structured products on crypto? 🔗 Trade effortlessly with LevineX – simplifying RFQs, even for crypto. Join us today! #CryptoFinance #Bitcoin #Ethereum #StructuredProducts #LevineX #Innovation #Fintech
-
🚀 Introducing Click&Trade by LevineX: Elevating Efficiency in Structured Products Trading 🚀 We are excited to unveil our latest innovation, Click&Trade, designed to enhance your trading experience with speed, efficiency, and transparency. 🌟 In today's fast-paced market, timely decisions are crucial. Click&Trade allows you to: 🔹 Access real-time price indications from multiple issuers instantly. 🔹 Execute trades quickly without compromising on competition. 🔹 Streamline your process for smaller tickets and urgent trades. Whether you manage assets for an asset manager or a private bank or work in trade execution, Click&Trade ensures you can trade with confidence and focus on what truly matters – achieving the best outcomes for your clients. Watch our video to see how Click&Trade can transform your trading experience! 💡 Ready to elevate your trading? Get in touch with us at LevineX.com and start trading smarter today. #TradingInnovation #Fintech #StructuredProducts #Efficiency #Transparency #LevineX
-
Are you still stuck tracking your structured products in Microsoft Excel? 📊 Excel is great, but it falls short for managing complex structured products in today's fast-paced world. At LevineX, we offer extensive life cycle management, ensuring you have a cutting-edge solution for all your needs, even for existing products. 🔎 Still using Excel for your structured products? 🔗 The future is now – upgrade to LevineX for advanced life cycle management and simplify your operations. Join us today! #StructuredProducts #LifeCycleManagement #Fintech #LevineX #UpgradeYourTools #FutureIsNow
-
Tired of juggling requests between multiple counterparties? 🏦 LevineX allows you to seamlessly integrate your existing counterparties with ours, all within a single, unified process. Simplify your operations without losing any of your valuable relationships. 🤝 Want to request from your and our counterparties in one go? 🔗 Keep your connections strong – join LevineX now! #CounterpartyIntegration #Fintech #LevineX #Efficiency
-
Is managing your structured products becoming overwhelming? 🤔 At LevineX, we understand the challenges of staying on top of your portfolio. Our platform offers daily and weekly alerts and extensive life cycle management, ensuring you never lose control. 📈 Struggling to track your structured products? 🔗 Join LevineX today and regain control! #StructuredProducts #PortfolioManagement #Fintech #LevineX
-
🚀 Automatisieren Sie Ihre RFQ-Prozesse für Strukturierte Produkte mit LevineX! 🚀 Das Anfragen von Quotes für Strukturierte Produkte kann oft sehr zeitaufwendig und mühsam sein. Unterschiedliche Kanäle, verspätete Antworten und fehlende Dokumentationen erschweren den Prozess erheblich. Bei LevineX haben wir diesen Prozess vollständig automatisiert! 🛠✨ Mit unserer Lösung können Sie: ✅ Ihr gewünschtes Produkt einfach erfassen ✅ Ihre eigenen Gegenparteien einbinden und direkt anfragen ✅ Die Gegenparteien von LevineX über unser kostenloses Brokerage um Preise bitten ✅ Das Produkt nahtlos abschliessen Und das ist noch nicht alles: 🔍 Umfangreiches Reporting 🔄 Life-Cycle Management 💡 Transparente Gebühren 📈 Und vieles mehr! Schliessen Sie sich noch heute unserer Community an und erleben Sie, wie wir Ihre Prozesse gemeinsam optimieren. #StrukturierteProdukte #Automatisierung #Fintech #LevineX #Effizienzsteigerung #Innovation