Modernization 'Digital' Journey

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Strategic Digital Transformation Journey

TAO Solutions enables industry participants to either introduce industry best practices at the outset or displace legacy systems in an efficient and effective manner, providing a superior ROI and whole of life ownership experience. 


With extensive credentials involving securitization, covered bonds and ABCP administration software implementations, TAO Solutions understands the various challenges associated with addressing client data, transaction modelling and system verification.  Our global economies of scale enable us to provide a proven, modern, customer centric digital solution that cannot be economically replicated by any competing internalized option.  Furthermore, by outsourcing your structured finance and related activities to TAO Solutions, customers are able to successfully engage in a strategic transformation journey that will enable them to become some of the lowest cost administrators of structured finance, securitization transactions in their respective markets. 


Embarking on a Strategic Digital Transformation Journey can be undertaken at any stage of a business’ lifecycle.  The following are recent case studies.


Tier 1 Bank Asia Pacific Bank - Case Study

Tier 1 Bank needs to address updated regulatory requirements involving operational systems and processes.  TAO Solutions was engaged to provide a SaaS securitization, covered bonds treasury management system that caters for existing programs as well as forthcoming issuance activities.  Both parties took this opportunity to review current processes and introduce industry best practices. This included the ability to address data requirements, third party feeds, refine pool selection and introduce end-user friendly analytics and covered bond HTT (harmonized transparency template) reporting capabilities. 


By introducing the internationally renowned HTT (Harmonized Transparency Template) for covered bond reporting, the issuer was able to address investor concerns and support industry best practices.  TAO was also able to introduce its very own White Label Reporting for both internal and Investor Reporting of RMBS activities.  This Digital Transformational Journey resulted in the amalgamation of a number of disparate processes, greater traceability of data lineage and material improvements in operational performance, supporting a large issuance program via significant improvements to operational efficiencies.   


Major Auto Finance Company - Case Study

Major Auto and Equipment Finance Company needs to increase operational efficiencies and reduce operational risk, thereby addressing reliance upon spreadsheets and manual processing to support warehouse funding programs and term issuance activities.  TAO Solutions was engaged to provide a SaaS securitization, structured finance treasury management system that caters for existing programs as well as forthcoming issuance activities.  Both parties took this opportunity to review current activities and introduce industry best practices. This included the ability to address data requirements, refine pool selection, introduce ESG lending practices and end-user friendly analytics and reporting capabilities. 


TAO Solutions introduced its Warehouse Funding Optimization Module and White Label Reporting for both internal and Investor Reporting.  This Digital Transformational Journey resulted in material improvements in operational performance, access to the system via remote working arrangements and the achievement of scale using the same headcount..  



The new global industry benchmark for securitization, structured finance and ESG software as a service solution catering for issuers, aggregators, lenders, ABCP conduits, trustees and regulators.


Multi-jurisdictional, asset class agnostic SaaS software solution addressing the complex requirements involving end-to-end administration and regulatory reporting requirements for the financial services industry.


Canada's mortgage funding and portfolio management software as a service solution built for issuers and aggregators.


Representing the de facto standard for mortgage securitization, structured finance and covered bond SaaS software solutions in Canada.


LeaseSpark is a cloud SaaS application that improves the efficiency of your daily equipment finance operations, making it easier to originate, administer and manage deals throughout their lifecycle.

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