Finastra and Coefficient Markets partner for loan trading systems

By Divya Shah

Why this matters: Automating loan trading workflows connects front-office and back-office systems, helping financial institutions improve accuracy, reduce operational costs and handle growing volumes.

Finastra has partnered with Coefficient Markets to streamline corporate loan trading workflows by connecting its Loan IQ platform with Coefficient Markets’ EPIC dealer workflow system. 

The integration will link EPIC directly with Finastra’s Loan IQ Nexus APIs, allowing trades captured in EPIC to flow automatically into Loan IQ for booking. The connection is designed to reduce manual data entry and improve information flow between trading desks and back-office operations. 

Robert Downs, Loan IQ Product Head at Finastra, said, “Finastra continues to expand its ecosystem of technology partners to help financial institutions modernise lending operations.” 

He added that combining Coefficient Markets’ dealer workflow capabilities with Loan IQ would create a more connected process from trade capture to booking. 

The integration will support single-trade, bulk and portfolio trade bookings, helping financial institutions manage the process from trade capture through to booking and downstream processing. 

Finastra said the partnership would help reduce manual work, improve data accuracy and make loan trading operations more efficient. 

Brian Callahan, CEO of Coefficient Markets, said the growing volume of trading activity had increased the need to connect front-office trading systems with platforms used to book and process transactions. 

He added that integrating EPIC with Loan IQ would reduce duplicate data entry, improve data quality and help dealers manage higher trading volumes and increasing market complexity. 

The partnership is expected to help trading desks and their counterparties process loan trades faster and more accurately, while improving data consistency across the loan lifecycle.