Finadium’s ninth survey of collateral management vendors finds that now that the main phases of uncleared margin rules (UMR) are over, focus has shifted to process improvement, integration of workflows across products and automation. This is an inflection point away from regulatory requirements towards more strategic initiatives.
For this report, we invited every known collateral technology vendor to complete a request for information (RFI) to understand how client needs have evolved, how they have enhanced their products and services in response and their plans for the future.
The 22 vendors and 44 products in this year’s collateral technology survey are adding a broad range of new features to help clients reduce operating costs, manage risk and optimize decision making around asset allocation. Three distributed ledger technology (DLT) vendors are included as interest continues to grow amid regulatory tailwinds for the use of digital assets, both tokenized and natively issued.
The survey provides readers with a product summary and coverage, market differentiators, new features added in the last year and upcoming development plans for the collateral technology market. On an industry wide basis, we analyze how vendors differentiate themselves in a crowded market, what problems their clients are trying to solve and how providers are incorporating technologies such as artificial intelligence into their solutions.
The results of this survey are useful to financial market professionals in front office, operations and technology, as well as investors in financial technology and to the vendors themselves in assessing their competitive positioning.
A direct link to the report for Finadium research clients is here.
For non-subscribers, more information is available here.