Legacy collateral management has involved an overload of spreadsheets, emails and manual processes. With siloed datasets across systems, collateral managers are overwhelmed trying to gain a consolidated view and reconcile positions. There are too many friction points. This fragmented status quo is no longer sustainable.

To transform collateral management, financial institutions need robust API integrations. These solutions offer seamless connections to optimise workflows rather than just spreadsheets. They provide integrated platforms to digitise and connect end-to-end collateral processes. 

With consolidated data flows via APIs, advanced algorithms can automate collateral workflows. Users define customisable rulesets while the platform handles automated scheduling, substitutions, calculations and more. Integration with booking platforms and custodians means records stay synchronised.

The transformational benefits are far-reaching, solving traditional collateral management pain points:

• Minimising manual errors through system integration 
• Gaining a holistic view of assets across siloes
• Automating reconciliation through digitised data 
• Optimising schedules in minutes with algorithms
• Allocating collateral based on real-time data

Collateral management doesn’t have to rely on cobbled-together spreadsheets and legacy systems. Modern platforms provide the connectivity and automation to revolutionise workflows. 

It’s time for collateral managers to unlock efficiency, transparency and risk management gains only achievable through automated platforms like Wematch.live. The path forward is clear – digitise and automate.

To learn more, reach out.

Photo by Mika Baumeister on Unsplash

The views and opinions expressed are for informational and educational purposes only as of the time of the writing/production and may change at any time. The material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.