AI-INTEGRATED CONTRACTING / Capital Markets

Documentation
with ease.

Capital markets face growing documentation demands as regulatory pressures and increasing volumes strain legal resources and heighten risk exposure. Factor’s expert legal talent, advanced technology, and streamlined processes revolutionize documentation management across trading, banking, and the broader financial services sector.

“We’ve mastered the intersection of complexity and scale in capital markets documentation. When transaction volumes surge and regulatory pressures mount, that's where our specialized expertise makes the difference.”

Tom Reynolds
Senior Manager, Financial Services, Factor

<p><strong>Tom Reynolds</strong><br />
Senior Manager, Financial Services, Factor</p>

Tom Reynolds
Senior Manager, Financial Services, Factor

With over a decade of experience and more than 1 million contracts processed, Factor excels in "transforming while doing"—seamlessly managing BAU documentation while executing strategic transformation initiatives.

There is a reason that we count 8 out of 10 of the world's largest financial institutions among our clients: we act as an extension of our clients' teams, empowering in-house teams to focus on strategic priorities while ensuring regulatory compliance and risk mitigation.

BUSINESS IMPACT:
Reduced negotiation cycle times
Improved consistency in outcomes
Significant cost savings
Enhanced risk management
Strategic resources allocation
OUT WITH
THE OLD

Human expertise,
amplified by AI

Our experienced lawyers bring deep expertise from top-tier law firms and global financial institutions across the full spectrum of financial services documentation – from capital markets and ISDA negotiations to corporate contracting, banking, and regulatory compliance.

GenAI amplifies Factor talent through a "virtual co-worker" paradigm, deploying human expertise where it matters most: legal judgment and business enablement. Our integrated law capability ensures the right balance between legal expertise, operational efficiency, and smart technology.

Meet a Few of Our Subject Matter Experts:
Tom Reynolds
A seasoned financial services lawyer with over 20 years of post-qualification experience, serving as Factor's preeminent subject matter expert in derivatives. His expertise extends to a wide variety of bilateral trading and service provider agreements.
Mateusz Chodosz
Mateusz has over 12 years of experience working with clients in the financial industry. This includes advising on regulatory compliance, managing cross-border transactions, and representing clients in regulatory proceedings.
Sarah Keenan
Sarah specializes in drafting ISDA, ISLA, and ICMA documentation and end-to-end negotiation of these contracts. Sarah also has more than 2 years' experience drafting and negotiating prime brokerage and listed derivatives contracts.

Where complexity meets scale.

Factor’s comprehensive contracting solutions handle the entire spectrum of capital markets documentation at scale, with ease.

General Corporate
General Corporate
  • Third-party vendor contracting, both medium & high complexity
  • NDAs & low complexity contracting
for Buy Side and Sell Side
  • Regulatory review & repapering
  • CLM system selection & implementation
  • M&A contract abstraction support
Risk Review
Risk Review
  • Defaults and cures
  • Cross-liens
  • Margin terms
  • Conditions precedent
  • Enforceability reviews
Wealth & Asset Management
Wealth & Asset Management
  • PE and RE transaction NDAs
  • Law firm PE transaction support
  • Fund & SPV legal entity management
  • Distribution agreements
  • Marketing material reviews
  • Trading documentation
  • Regulatory compliance
Markets & Securities Services
Markets & Securities Services
  • Interest rate cap reviews
  • ISDA, SFT and GMSLA trading documentation
  • Security Services & Asset Servicing documentation
  • Prime Brokerage services and risk review
  • Structured Notes processing
  • Regulatory repapering
  • Data extraction for margining
  • Netting & collateral enforceability
Banking & Lending
Banking & Lending
  • Complex diligence for leveraged loans
  • Flow lending origination
  • Regulatory compliance
  • Pledgeability reviews
  • Non-performing loan analysis
  • Entity transfer reviews
  • Institutional documentation
Retail Banking
Retail Banking
  • Third-party vendor contracting
  • Privacy regulatory review
  • Entity transfer reviews
“The professionalism and expertise of the Factor team have been top-notch. Factor enables us to access specialized expertise and regulatory insights, offering us scalable support where full-time hires are hard to justify. That’s been key for our success.”

Financial Services Industry Leader

Get integrated.
Learn how factor can help.

THE FACTOR
WAY

Turning talk into
practice.

Global financial institutions trust us to transform their documentation operations, whether they're managing complex trading agreements, navigating regulatory changes, or optimizing routine contract management.

Accelerated negotiation cycle times by 36% across master agreements

Achieved $25M cost savings while maintaining highest quality standards

Enhanced governance through standardized playbooks and automated KPIs

Expanded scope across multiple agreement types without proportional cost increase

CASE STUDY
Capital Markets Documentation Transformation for Global Investment Bank

Accelerated negotiation cycle times by 36% across master agreements

Achieved $25M cost savings while maintaining highest quality standards

Enhanced governance through standardized playbooks and automated KPIs

Expanded scope across multiple agreement types without proportional cost increase

Successfully transitioned 50,000+ contracts while meeting regulatory deadlines

Maintained business continuity across 10+ business lines during transition

Gained clear visibility into contract status through AI-powered analytics

Achieved seamless coordination between legal and business stakeholders

CASE STUDY
LIBOR Transition Program for Global Investment Bank

Successfully transitioned 50,000+ contracts while meeting regulatory deadlines

Maintained business continuity across 10+ business lines during transition

Gained clear visibility into contract status through AI-powered analytics

Achieved seamless coordination between legal and business stakeholders

Managing 700+ ISDA, GMRA, and GMSLA agreements with consistent quality

Maintaining continuous deal flow through intelligent resource allocation

Driving system adoption while ensuring business continuity

Providing real-time visibility through comprehensive progress tracking

CASE STUDY
Trading Documentation Excellence Program for Global Investment Bank

Managing 700+ ISDA, GMRA, and GMSLA agreements with consistent quality

Maintaining continuous deal flow through intelligent resource allocation

Driving system adoption while ensuring business continuity

Providing real-time visibility through comprehensive progress tracking