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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 STP. Here, through Omgeo Case Studies, you will find factual and impartial client testimonials of how effective information management, efficient transaction management and uncompromising operational performance management have delivered true business value. |
 | Citi Private Bank and Omgeo
Improving operational efficiency for a global private bank | | Since the implementation of Omgeo Central Trade Manager (Omgeo CTM) and Omgeo ALERT, Citibank (Switzerland) AG - Private Bank confirms trades by the close of business on the same day of the transaction and thus easily manages to meet the Swiss code of conduct. Mohd Salim, Head of Operations Controls EMEA, explains how automating the post-trade process has increased efficiency and reduced operational risk in the global private bank. | | [ view more... ] |
 | AQR Capital Management and Omgeo
Connect to Control | | When AQR Capital Management, the $20 billion quantitative hedge fund and investment manager based in Greenwich, Connecticut, made the decision to significantly upgrade its trade-matching processes, the manager had no one but Omgeo in mind from the get-go. And with Omgeo having developed a single point of entry for buy-side firms to access the breadth of its matching platforms, the value proposition to AQR was all the more compelling. | | [ view more... ] |
 | MIR and Omgeo
Automation brings clarity to cross-border trade processes | | Increasing efficiency and improving same day affirmation rates were the key drivers in MIR Investment Management’s decision to implement Omgeo Central Trade ManagerSM and Omgeo ALERTSM. | | [ view more... ] |
 | Quoniam and Omgeo
Reducing risks by automating post-trade processes | | Quoniam Asset Management implemented Omgeo Central Trade Manager (Omgeo CTM) to process trades more quickly, easily and securely. Ingo Purwien, managing partner at Quoniam, outlines the path to achieving greater efficiency. His key objective was to increase the level of automation and minimize operational risk. | | [ en | de ] |
 | SAM and Omgeo
Risk reduction and improved settlement performance | | Since implementing Omgeo Central Trade Manager (Omgeo CTM) and Omgeo ALERT, SAM (Sustainable Asset Management) has been able to book 90% of transactions on trading day (T+0). Hans Schmid, SAM's Head of Back Office Portfolio Management, explains how automating the post-trade process has increased efficiency and reduced operational risk. | | [ en | de | fr ] |
  | Metzler and Omgeo
The way to an efficient post-trade process | | By implementing Omgeo Central Trade Manager (Omgeo CTM), Omgeo ALERT and Omgeo Benchmarks, Metzler Asset Management has expanded its technology leadership and made decisive strides towards affirming all business transactions on T+1. Reinhardt Damm and Thorsten Köble describe the way Metzler achieved its efficient post-trade process. | | [ en | de ] [ View videos: en | de ] |
 | Arca SGR :
Meeting the Challenge of Change | | Andrea Marchesi, head of operations at Arca SGR, explains how Omgeo’s solutions have enabled Arca SGR to grow its business, whilst keeping operational cost and risk to a minimum. | | [ en | it ] |
 | Completing the puzzle:
When STP really does mean a straight through process | | Michael Wyne, Managing Director at Fischer Francis,Trees & Watts, explains how using the FIX Interface to Omgeo Central Trade Manager has delivered a completely automated process, from execution right through to settlement. | | [ view more... ] |
 | Leading Hedge Fund Firm Reaps Rewards from Operational Efficiency | | Patrick Finn, Head of Middle Office, BlueCrest Capital Management, outlines the firm’s migration to an automated post-trade/pre-settlement environment using Omgeo Central Trade ManagerSM (Omgeo CTM) Allocation Interface. | | [ view more... ] |
 | Ruffer LLP - Operations Automation for the 21st Century with the Omgeo Central Trade ManagerSM allocation interface | | Nick Horder, Operations Manager at Ruffer LLP, describes how his firm has built a strong infrastructure for the future by embracing technology in trade processing. | | [ view more... ] |
 | St.George Margin Lending Set to Scale New Heights with Omgeo | | Andrew Black, Head of Margin Lending for St.George discusses why they decided to automate with Omgeo’s solutions. | | [ view more... ] |
 | Haitong Securities Set to Grow with Omgeo | | Tommy Qin, QFII Trader for Haitong Securities discusses the Chinese financial market and why Haitong Securities decided to automate its trade processing with Omgeo. | | [ view more... ] |
 | Omgeo Deploys EMC Multi-Regional Business Continuity Solution | | [ view more... ] |
 | Nextra’s Back Office Automation Delivers on Promise | | Nextra automated its back office by implementing Omgeo OASYS GlobalSM, Omgeo AutoMatchSM and Omgeo ALERTSM. | | [ en | it ] |
 | Omgeo Allocation ManagerSM Provides New Efficiencies and ROI for Chase Investment Counsel Corp. | | Jennifer King, Assistant Vice President - Operations at Chase Investment Counsel Corporation (Chase), discusses how and why Chase implemented Omgeo Allocation ManagerSM into its trade operations. | | [ view more... ] |
 | Storebrand Investments – Leading the Way for Automation for Asset Managers in Norway | | Ellen Bratsberg explains how Storebrand Investments is leading the way when it comes to STP – Ellen says implementation of Omgeo’s solutions resulted in a clear ROI through the decrease in failed trades, increased scalability and an exciting new business opportunity. | | [ en | it | fr | gr ] |
 | 40 | 86 Advisors Cuts Costs of Fixed-Income Trade Processing with Omgeo OASYSSM | | "By partnering with Omgeo, we've significantly reduced operating expenses and increased the productivity of our employees," notes John Huybers. "Instead of spending their time tediously dictating trade details over the phone and resolving manual errors, they can concentrate on more value-added activities." | | [ view more... ] |
 | CAAM and Omgeo OASYS GlobalSM: A Winning Investment | | Today, around 99% of CA-AM’s domestic and cross-border equity trades are processed electronically by OASYS Global and OASYS Global Direct. | | [ en | fr ] |
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