Case Study: a top 25 global asset management firm improves collateral visibility and efficiency with CloudMargin

How migrating to SaaS has enabled more visibility, control and efficient use of collateral globally

A US-based top 25 global asset manager faced significant challenges with its highly manual, in-house collateral management system. The firm, which managed over 6,000 agreements, struggled with a lack of standardization across its global offices, was burdened by manual processes, and needed to comply with new regulations without increasing headcount or costs. To modernize its operations, the firm selected CloudMargin's SaaS collateral management platform.

By implementing CloudMargin, the firm onboarded its global collateral program in under eight weeks, achieving regulatory compliance and full automation. The solution provided centralization, standardization, and out-of-the-box integrations, which led to a dramatic reduction in manual work. CloudMargin's platform was nearly 70% less expensive than alternatives and enabled the firm to manage its growing number of agreements efficiently, paving the way for future expansion.