Case Studies

Our clients are proof of Omgeo's relentless commitment to provide business value.

At Omgeo, we believe our clients speak volumes about the benefits realized through automation. Here, through Case Studies, you will find factual and impartial client testimonials of how increased automation provides greater transparency, reduced risk and lower costs.
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Connor Clark & Lunn and Omgeo
Since 2007 Connor, Clark & Lunn (CC&L) has been using Omgeo CTM and ALERT. As a result all building blocks required for T+2 settlement cycles were in place long before the European migration to T+2 in 2014. The case study talks the relevance of trade date confirmation to meet requirements for T+2 settlement cycles and highlights the benefits of the Omgeo community to increase operational efficiency across the industry.
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Talanx and Omgeo ProtoColl
Talanx Asset Management GmbH (TAM) recognized the need for action due to the adoption of the European Market Infrastructure Regulation (EMIR). TAM knew that EMIR would change the way OTC derivatives should be traded and impact the collateralizing of OTC positions. In late 2013, having prepared a business case in collaboration with PricewaterhouseCoopers (PwC), TAM opted to insource collateral management from two external collateral agents.
[ EN | DE ]

Sumitomo Mitsui Asset Management and Omgeo
Sumitomo Mitsui Asset Management (SMAM) was looking for a way to improve the efficiency and effectiveness of its operational processes in order to achieve one of its key corporate strategies: “Providing Top-Quality Services and Products for [our] Clients”. The firm decided to adopt Omgeo Central Trade ManagerSM (Omgeo CTM) for their post-trade processing requirements.
[ EN | JPN ]

EPF Malaysia and Omgeo
Truly a pioneer in the adoption of post-trade automation in Malaysia, the EPF embarks on the journey with high aspirations – zero tolerance for errors, manual intervention or downtime. The search quickly led the EPF to Omgeo, the global standard for institutional post-trade efficiency.
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Guotai Asset Management and Omgeo
Founded in March 1998, Shanghai-based fund manager Guotai Asset Management Co. Ltd (Guotai AMC) was the first asset management company to be officially established in mainland China. The partnership between Guotai AMC and Omgeo represents a first for both companies; Guotai AMC managing its first index-based international fund and Omgeo processing the first index-based fund for a mainland China client.
[ EN | MAN ]

Quoniam and Omgeo
In 2007 Quoniam Asset Management opted for Omgeo Central Trade Manager to match equity trades with broker/dealers. Following the successful implementation and the achieved performance improvement for equity trades, Quoniam is now also processing fixed income trades through Omgeo CTM.
[ EN | DE ]

Nordic Investment Bank and Omgeo
Nordic Investment Bank (NIB), an international financial institution owned by Denmark, Estonia, Finland, Iceland, Latvia, Lithuania, Norway and Sweden, chose Omgeo ProtoColl to improve its counterparty risk mitigation capabilities through the automation of its collateral management processes. Omgeo asked Lars-Ake Olsson, senior director, to review why the bank selected Omgeo to help it meet its risk management goals. 
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ITG and Omgeo
ITG is an independent agency broker with a global asset management client base. As an early champion of electronic trading solutions for the finance industry, ITG was well placed to partner with Omgeo in Australia on the agile development of the Omgeo Central Trade Manager (Omgeo CTMSM) Message Translation Interface (MTI) for broker/dealers. Greg Bond, Vice President, Head of Settlement Operations, ITG Asia Pacific discusses the company’s role in the project.
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Allianz Global Investors Capital and Omgeo
Allianz Global Investors Capital (formerly known as Allianz Global Investors Management Partners) adopted Omgeo Connect® to further automate their post-trade processing and increase operational efficiency. Omgeo asked Jeff Bustos and Steve Krosch for their insight into why Allianz chose to partner with Omgeo to help solve their post-trade processing challenges, particularly from an exception management/notifications perspective and around managing several disparate systems.
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