Founded by industry veterans from Deutsche Bank and Merrill Lynch, IVM Markets Inc. emerged as a groundbreaking fintech company in the structured products industry. Launched in the USA, IVM Markets was established by Volodymyr Gubskyi and Ildar Farkhshatov (CTO) to provide an AI-driven SaaS platform designed to empower financial distributors, including brokers, private banks, and asset managers. The company’s platform is a game-changer, enabling users to optimize investment ideas and generate personalized solutions for their clients with unparalleled speed and accuracy.
IVM Markets stands out for its ability to transform the structured products landscape. The company’s innovative platform allows for quick, data-driven ideation, enhancing investment personalization and optimizing thousands of product variations in seconds. With a robust leadership team and an autonomous operation of around 20 professionals, IVM Markets has swiftly positioned itself as a leader in the industry, driving growth and managing day-to-day operations with efficiency.
Navigating Industry Trends: IVM Markets at the Forefront of Change
In the rapidly evolving financial landscape, 2024 is set to be a pivotal year, particularly in the realms of personalized financial products and the integration of artificial intelligence (AI) in financial services. Traditional players are increasingly challenged to keep pace with these technological advancements. IVM Markets is uniquely positioned to lead this shift, leveraging cutting-edge AI to optimize structured product offerings. This ensures that financial distributors can offer more tailored solutions to their clients, significantly enhancing client satisfaction and investment outcomes.
IVM Markets’ platform exemplifies how AI can be harnessed to meet the growing demand for personalized financial products. By integrating advanced technology into its core operations, the company is not only keeping up with industry trends but is also setting new benchmarks for what’s possible in the structured products market.
Technological Advancements: Driving Efficiency and Transparency
The structured products market is undergoing a significant transformation, driven by technological advancements that enhance transparency and efficiency. IVM Markets is at the forefront of this shift, utilizing technology to automate complex processes and provide clients with insights that were previously inaccessible. The platform’s ability to identify structured product iterations with double the upside at a quarter of the risk, all within thematic stock or index plays, is a testament to the power of AI in financial services.
This technological prowess has been a key factor in IVM Markets’ rise to prominence. The company’s commitment to adopting advanced technologies has not only propelled it to an elite position in the industry but has also enabled it to deliver superior value to its clients.
Milestones in 2023: A Year of Significant Growth
The year 2023 marked a period of remarkable achievements for IVM Markets. The company experienced a monthly Annual Recurring Revenue (ARR) growth rate of 15% to 18%, reflecting its expanding influence in the market. Additionally, the usage of the platform—measured by the number of structured products optimized—increased by an astounding 100x.
These milestones underscore IVM Markets’ commitment to continuous improvement and innovation. The company’s ability to scale its operations while maintaining high levels of service and product quality has been a significant driver of its success.
IVM Markets’ XaaS Offering: Revolutionizing the Marketplace
IVM Markets provides an AI-powered idea generation SaaS platform specifically designed for brokers and asset managers in the structured products space. This platform enables sales professionals to attract new clients and expand their market share by discovering product ideas with higher investment upside and reduced downside risk. The result is increased sales productivity and higher traded volumes of structured products.
The platform’s user-friendly experience has resonated particularly well with smaller wealth managers, facilitating a symbiotic relationship between 200,000 platform sellers and 1 million buyers. This network effect is poised to drive substantial growth for IVM Markets and promises to transform the broader financial ecosystem.
Differentiating Factors: Why IVM Markets Stands Out
What sets IVM Markets apart from the competition is its AI-powered thematic stock and index curation, combined with the ability to optimize stock baskets alongside protection, maturity, and autocall levels. This unique capability empowers structured product buyers to discover iterations with higher upside and lower bear market drawdown potential, all within the thematic play they are interested in.
IVM Markets does not compete with other parts of the value chain; instead, it enhances them. The company’s vision is to power the “what do I want to buy” part of the structured product chain, synergizing with multi-issuer platforms that solve the “how to buy” issue and lifecycle providers who assist with reinvestment strategies.
Success Stories: Real-World Impact of IVM Markets’ Solutions
IVM Markets has made a tangible impact across various industries. For example, the company assisted Macro Wealth Advisors in optimizing a 10-note portfolio by using AI-powered stock curation to identify the best thematic stock baskets, which improved coupon rates and protection balance. In another case, Momentum Securities, a subsidiary of an insurance company in South Africa, leveraged IVM’s independent pricing to enhance portfolio construction, ensuring best execution pricing across multiple brokers.
These success stories illustrate the real-world benefits of IVM Markets’ solutions, showcasing how the company’s technology can streamline processes, reduce risks, and enhance investment outcomes for clients.
Future Plans
Looking ahead, IVM Markets is focused on expanding its AI-powered search and recommendation engine to create more high-quality idea flows for all players in the structured products value chain. The company is also working to integrate its functionality into the trading front-ends of multi-issuer platforms, enabling seamless transfer of optimized investment selections directly to clients’ preferred platforms.
IVM Markets is launching an AI-powered dashboard that provides structured product optimizations for advisors who typically prefer a one-click experience. This dashboard simplifies the investment process by learning from real-life user activity and ensures that clients receive the best possible solutions.
