Finadium
July 2018

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The collateral management services space has evolved substantially over the last three years. The market has seen over a dozen new entrants join existing banks and technology companies, who themselves have continued to adapt their products and services to meet new client demands. As new regulations come into effect, providers are finding new profitable niches to occupy in the collateral space.

This research report is a survey of collateral management trading platforms and service providers. These firms do not fit into a neat category of technology provider, although all are driven by technology as it applies to offering client services. This survey segments the marketplace, provides an understanding of target market segments, then looks at new features added over the last year and expected priorities for the coming 12 months. The survey covers 17 firms globally with 31 offerings in the marketplace.

Automation gains a special mention in this survey: while some firms mention automation as a specific priority, the drive towards efficiency and adoption of technologies like artificial intelligence and blockchain have spread throughout the industry. Few collateral offerings now lack some feature of advanced technologies and more will be coming in the next year.

This report should be read by clients of collateral management outsourcing and workflow providers and by users of collateral trading platforms. The report presents a peer-level review that should be useful for providers in understanding industry trends. Regulators may also have an interest in determining how recent reporting and liquidity requirements have translated into market offerings.

Table of Contents

  • Executive Summary
  • Industry Overview
    • – Identifying the Target Market
    • – Survey Methodology
  • Trading Platform Evolution
  • Collateral Operations, Services and Utilities Evolution
  • Vendor Submissions
    • – The Vendors
  • About the Authors
  • About Finadium LLC
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