CONNECTED SALES WORKFLOW
Extend fixed-income trading from the desk to the client.
BondPUB Sales gives retail and institutional sales teams controlled access to available inventory, customer order workflows, reserve/circle functionality, and trader approval—all connected to the BondPUB trading environment.
THE SALES WORKFLOW PROBLEM
Sales activity should not be disconnected from the trading desk.
In many fixed-income environments, sales teams work across separate tools, incomplete inventory visibility, and manual handoffs to trading. That slows response time, reduces workflow context, and creates more friction for both sales and traders.
Limited Inventory Visibility
Sales teams need timely access to inventory and offerings made available through the trading workflow.
Manual Order Handoffs
Customer interest and orders are often passed between disconnected tools or processes.
Disconnected Approval Flow
Trader review and approval can become slower and less consistent when sales activity sits outside the trading workflow.
Fragmented Distribution
Retail and institutional sales workflows often rely on separate processes and systems.
HOW BONDPUB SALES WORKS
A connected sales workflow inside the BondPUB environment.
BondPUB Sales extends the trading workflow into the sales process, helping teams move from available inventory and customer interest through reserve/circle workflows, order entry, trader approval, and execution.
INVENTORY & OFFERINGS
Give sales teams controlled access to what the desk can sell.
BondPUB Sales gives retail and institutional sales users visibility into inventory and offerings made available through BondPUB, subject to the firm’s entitlement and visibility rules.
Available Inventory Visibility
Sales users can work from inventory and offerings made available through the trading workflow.
Customer Interest
Sales teams can work customer interest against available securities within the connected sales workflow.
Retail & Institutional Access
Support distribution workflows across both retail and institutional sales channels.
Controlled Visibility
Entitlements and workflow rules help determine what users can see and act on.
ORDER WORKFLOW
Move customer interest into an approved trading workflow.
BondPUB Sales supports reserve/circle and order-entry workflows that keep customer activity connected to the trading desk.
Reserve / Circle
Temporarily reserve available quantity while sales works with a customer. If the reserve expires or is cancelled, the quantity returns to available inventory.
Customer Order Entry
Sales users can enter customer orders directly into the connected workflow.
Trader Approval
Sales-originated orders route to the appropriate trader for review and approval before trade conversion and execution.
Sales can initiate the workflow while traders retain execution control.
DISTRIBUTION
Support both retail and institutional sales channels.
BondPUB Sales helps firms distribute inventory and offerings across retail and institutional sales workflows while keeping those channels connected to the same broader trading environment.
Retail Distribution
Support sales workflows for retail-channel activity.
Institutional Distribution
Support institutional sales interactions and customer order flow.
Connected Desk Workflow
Keep both channels linked to BondPUB rather than splitting them into isolated systems.
WORKFLOW CONTROLS
Keep sales activity aligned with desk and account controls.
BondPUB Sales can support workflow prompts and controls based on account type, customer classification, security eligibility, and other configured requirements.
Account & Customer Prompts
Surface workflow prompts based on configured account or customer attributes.
Security Eligibility
Support controls tied to security and account eligibility.
Trade Classification
Capture workflow information such as solicited or unsolicited activity where configured.
Trader Oversight
Keep sales-originated orders connected to trader review and approval.
SALES ECONOMICS
Keep sales credits and commissions connected to the transaction.
BondPUB Sales can support trader-set sales credits, commission teams, and commission splits as part of the broader order and trade workflow.
Sales Credits
Support trader-defined sales credit within the workflow.
Commission Teams
Associate sales activity with the appropriate commission team structure.
Commission Splits
Capture configured commission splits alongside the transaction workflow.
CONNECTED TO TRADING
Sales and trading in one connected operating model.
BondPUB Sales works with BondPUB so customer activity, orders, approvals, and workflow context remain connected to the trading desk rather than being passed through disconnected tools.
Shared Workflow Context
Sales and trading operate within the same broader transaction workflow.
Faster Internal Coordination
Reduce friction between customer activity and desk action.
Consistent Trader Control
Keep sales-originated activity connected to trader review and execution.
Connected Transaction Record
Keep order, trade, allocation, and downstream workflow context connected as activity progresses.
PART OF THE PLATFORM
Connected through BondPUB and BondHUB.
BondPUB Sales is part of the broader FTLabs operating model, connecting sales activity to BondPUB and to the surrounding ecosystem through BondHUB’s managed connectivity layer.
BondPUB
Core fixed-income OEMS and trader workflow.
BondPUB Sales
Retail and institutional sales and distribution workflow.
BondHUB
Managed connectivity layer across venues, counterparties, clearing, data, and enterprise systems.
BUSINESS OUTCOMES
A more connected sales process.
More Visibility
Give sales teams access to available inventory and workflow context.
Less Friction
Reduce manual handoffs between sales and trading.
Faster Response
Help move customer activity into trader action more efficiently.
Better Alignment
Keep distribution, approval, and execution connected to the broader trading workflow.
CONNECT SALES TO THE WORKFLOW