Case Study: European Custodial Bank achieves centralized collateral optimization with Broadridge Xpose

European Custodial Bank - Customer Case Study

European Custodial Bank, a Europe-wide custodial bank, worked with Broadridge to replace fragmented collateral processes across securities lending, repo, derivatives, and CSA margin management. The bank needed better control over legal terms, valuation disputes, eligibility rules, haircuts, concentration limits, and a path to centralize collateral operations into a single front-to-back collateral desk using Broadridge’s Xpose Collateral Management solution.

Broadridge extended Xpose with CSA collateral management, automated bilateral collateral allocation and optimization, and CCP margin finance capabilities. The solution consolidated multiple workflows into one system, helped the bank reduce costs, deprecate its legacy mainframe, optimize margin calls and collateral pledges, and improve client service and risk management. Broadridge delivered key projects on time and on budget, including a four-month implementation for automated allocation.