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This top 25 US-based asset manager was looking to standardise its fragmented collateral management program across nine offices globally. The firm also wanted to further its position as an innovative company that employs the most future-focused technology to achieve efficiency around manual processes.

This case study delves into how a top 25 US-based asset manager onboarded CloudMargin for its collateral management processes, the issues they were previously facing and the reason they chose CloudMargin’s cloud-based solution.