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Global Broker-Dealer achieves client collateral validation for derivatives exposure, reducing risk


Spurred by Uncleared Margin Rules, a global Broker-Dealer needed to analyze digitized agreements terms, perform what-if scenarios and proactively monitor exceptions. Additionally, they required a solution that would integrate easily with legacy systems and processes, yet quickly deliver results and ROI.

As a result, the firm selected Transcend’s Collateral Validation solution to solve their greatest challenges. With Transcend, the firm automated collateral eligibility, sufficiency & concentration limit validation for all counterparty collateral across business areas. As a result, the firm achieved better counterparty exposure management and overall risk reduction in addition to:

  • Improved compliance
  • Increased operational efficiencies
  • Better client service
  • Tight exposure management
  • Global business coordination

Download the Full Case Study

Download the full case study to learn how Transcend delivered automation to enable better counterparty exposure management, reduced risk and sets them up to easily scale with future growth.