Amplify the potential of your Muni Deals with iMPACT

iMPACT is a proven industry leading platform to automate and collaborate on Muni Deals.

Amplify the potential of your Muni Deals with iMPACT

iMPACT is a proven industry leading platform to automate and collaborate on Muni Deals.

A proven, industry-leading product to automate and collaborate on Municipal Deals

iMPACT is an enterprise-wide platform providing extensive features for Public Finance deals processing, including Muni Underwriting (negotiated and competitive) as well as Muni Advisory.
  • Rapidly deployable
  • Complete visibility to deals pipeline 
  • Easily integrates with other muni data sources and systems
  • Real-time Business analytics and insights
Transform the way you work on Muni Deals
iMPACT automates and streamlines complex deals processing, from inception to closing. The system’s features make it fast, accurate and transparent. They generate actionable insights into historical data of everyone involved in underwriting and advisory deals, including compliance, pricing teams and review committee members. Built on Azure cloud and data optimization capabilities, iMPACT aids in extracting intelligent insights for scaled business opportunities while providing complete process and cost control.

With iMPACT you get:

  • Cloud-ready, scalable, and secure platform
  • Role-based dynamic and interactive dashboards for accurate data visualizations 
  • RFP/deal capture (including multiple CUSIP), PnL tracking against each deal.
  • Custom, graphical workflow views
  • Advanced search on historical deals
  • Complete audit trail 
  • 100+ predefined alerts and notifications
  • Out-of-the-box intelligence reports
Download iMPACT Brochure



    Reasons why top public finance firms use iMPACT:

    Keeps Muni Deals processing always compliant to MSRB and other internal regulations

    • Systemic enforcement of firm’s process rules
    • Enhanced MSRB compliance management of G17, G32, G11, G42, G23, 15 c2 12, etc.
    • Generation, storage and archiving of regulatory checklists and reports
    • Roles-based access and user action traceability

    Ensures business control and process standardization across offices and branches

    • Standardized and automated workflows
    • Process checklists through validation ‘guards’ at processing stages
    • Digital forms and standardized templates
    • Dashboards for a bird-eye view of all deals  

    Manages Muni Deals with greater efficiencies and lower cost

    • Better coordination among the Deal team (bankers, pricing teams, compliance, sr. committee members) 
    • Effortless redundant process execution with automated tasks and activities
    • Lower administrative overheads with tight user-to-process coupling
    • Customizable alerts and notifications for progress monitoring

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