What best describes your firm?
Who are we talking to & where would you like your report sent?
What products do you trade? (Select all that apply)
How many active agreements do you have?
How many collateral operations team members are involved in the process?
How many team members provide tech support and maintenance for the collateral management function?
What solution (if any) do you use today?
Bank
Buy-side Institution
Asset Servicer
OTC Bilateral
OTC Cleared
Sec Lending
ETD
TBA
Repo
None
1-50
50-100
100-500
500-1,000
1,000+
0
1-5
6-20
20-50
50+
0
1-5
6-20
20-50
>50
Manual
(in-house using spreadsheet)
In-house build
(proprietary tech)
Vendor
on-premise
solution
Cloud/web
based solution
Asset servicer

Hi

Now we know you’d rather be a Collateral Master – over a Collateral Manager. We’re here to make collateral management work for you.

YOUR ANSWERS
You work for a
You trade
You have
active agreements
There are
people on your
operations team
You have
providing tech support &
maintenance
You also use a
solution
YOUR REPORT
Here’s your personalised report. It should give you everything you need to get your team on board – and your entire collateral management universe together on one platform. Once and for all.

Cost

Your current situation
A manual solution means that your resources are not deployed as efficiently as they could be. Your cost is allocated to operational process rather than value creation or risk reduction.
Internal systems and software tend to be expensive to build, maintain, upgrade and support. Protracted design cycles and laborious testing requirements drive up ongoing costs.
On-premise solutions are typically expensive to upgrade and maintain. Inflexible upgrades, laborious testing and release programmes, and ongoing support and maintenance lead to significant IT and resourcing costs.
Other vendors advertising Collateral web-based services either host them on their own servers or have a multitude of deployment options. Both approaches are cost-inefficient.
Outsourcing enables firms to remove the process from their work, allowing them to deploy fewer resources to focus on the exceptions an outsourcer provides. Unfortunately, this comes at a significant cost.
Your estimated cost savings would be up to:

10%

60%

60%

20%

70%

Reduce Cost
with CloudMargin
CloudMargin removes manual processes to deliver significant time savings through STP. Your overall cost can be reduced substantially as resources need focus only on exception management.
CloudMargin is a single-instance platform, built on microservices architecture – via the cloud. No installation is required, upgrades are seamless, and all maintenance and support is provided as part of the subscription fee – enabling firms to achieve substantial cost savings.
CloudMargin is a single-instance platform, built on microservices architecture – via the cloud. No installation is required, upgrades are seamless, and all maintenance and support is provided as part of the subscription fee – enabling firms to achieve substantial cost savings.
With the full STP workflow that CloudMargin can provide, clients can remove the same level of process without the significant cost incurred by an outsourced model.
CloudMargin is a single-instance platform deployed on the cloud. Hosting cost efficiencies, and a focus on the maintenance and improvement of a single instance of the service, result in current and future cost efficiencies that no other vendor can offer. We pass these savings on to our clients so they can reduce costs.

Risk

Your current situation
Manual processes face significant operational risk. They are prone to human error and failure, with limited controls and audit.
In-house builds face multiple security, risk and scalability issues. Ongoing upgrades and maintenance release cycles invite risk whilst security and scalability are managed by internal teams with limited resources.
On-premise solutions face multiple security, risk and scalability issues. Vendor software requires frequent upgrades and maintenance patches whilst security and scalability are managed by internal teams with limited resources.
Vendors that host on their own servers can be exposed (and expose their customers) to increased risk as security is provided with limited resources. Multi-instance offerings mean the security and stability of each instance has to be handled independently, meaning resources are stretched more thinly and risk.
Outsourcing can significantly increase operational risk for firms. Many outsourcing providers rely on legacy technology, inviting delivery risk, whilst a lack of STP can invite processing risk and potential for human error and mismanagement.
Your current estimated risk profile:

High

High

Medium

Low

High

Reduce Risk
with CloudMargin
CloudMargin has a robust, fully automated workflow. With integrated connectivity to AcadiaSoft’s MarginManager, audited call management and collateral eligibility checks, CloudMargin gives firms the ability to dramatically reduce your firm’s operational and credit risk.
CloudMargin is hosted on AWS’s public cloud – used by the largest firms in the industry for its robust, fully automated workflow and integrations to key infrastructure. Not only the most cost effective method, but it also ensures a higher level of security. With the latest technology and the best security measures, updates are made with all users in mind.
CloudMargin’s PaaS uses AWS and best infosec practices to ensure that your collateral management process is secure every step of the way. Most of the largest financial firms are on AWS, so you’ll be in the best company.
CloudMargin’s single-instance platform is hosted on AWS. The code base is hosted as one-instance on their public cloud, which makes the development and maintenance of the code efficient. It’s also quicker to address issues and maintain service levels. AWS has unparalleled levels of security and on-demand scalability.
With CloudMargin, you have full control of the process, rules and tolerances you set for automation, and complete transparency of process and exceptions, allowing a significant reduction in operational risk. AWS-deployed, modern microservices technology significantly reduces service delivery risk.

Efficiency

Your current situation
The slow, email-reliant process of a manual solution means too much time is spent processing, and collateral movements are agreed upon later in the day than they should be.
Product class margining (OTC/Cleared/ETD/Repo) tends to be bifurcated, with corresponding processes and reporting disjointed. Collateral allocation and funding processes are often suboptimal – whilst significant IT and ops resources have to be allocated to maintenance, upgrades and testing.
Product class margining (OTC/Cleared/ETD/Repo) tends to be bifurcated, with corresponding processes and reporting disjointed. Collateral allocation and funding processes are often suboptimal – whilst significant IT and ops resources have to be allocated to maintenance, upgrades and testing.
Other cloud offerings do not provide the breadth of automation, optimisation and transparency that CloudMargin delivers.
An inefficient back and forth means the exceptions an outsourcer provides can be difficult and slow to resolve. Many servicers provide limited reporting offerings so transparency is hard to obtain, and a lack of automation can result in late-in-the-day funding certainty.
Your estimated increase in efficiency:

80%

50%

40%

25%

25%

Increase collateral efficiency
with CloudMargin
With CloudMargin, teams can automate the collateral process from calculation all the way through to settlement instruction via STP. This saves valuable time and also means you are able to allocate your collateral more efficiently and have greater funding transparency so you can manage your assets more effectively.
CloudMargin gives firms the ability to work from one global platform across multiple locations, have a single workflow and centralised view across all products. STP and optimisation preferences can be set by product, agreement and applied across collateral pools whilst a real-time reporting tool and real-time settlement dashboard gives you holistic transparency.
CloudMargin gives you the ability to work from one global platform across multiple locations and to have a single workflow and centralised view across all products. STP and optimisation preferences can be set by product and agreement and applied across collateral pools whilst a real-time reporting tool and real-time settlement dashboard give you full transparency.
CloudMargin offers full STP automation with flexible, rule-based tolerances across all products. Automated, rule-based optimisation is applied across obligations and inventory via preferences you set. Reporting building and scheduling is fully flexible – a true exception-based process with optimal allocation of your assets.
A fully automated margin call workflow utilising our embedded AcadiaSoft MarginManager connectivity allows you to set rules and tolerances so movements are agreed automatically first thing in the morning, according to the optimisation profile you set. Full transparency is provided by an exceptions management workflow, a flexible reporting suite and a real-time settlement dashboard.

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