List of Contemi WIN Trading and Order Management Customers
Since 2010, our global team of researchers has been studying Contemi WIN Trading and Order Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Contemi WIN Trading and Order Management for Trade Order Management System (TOMS) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Contemi WIN Trading and Order Management for Trade Order Management System (TOMS) include: Killik & Co, a United Kingdom based Banking and Financial Services organisation with 279 employees and revenues of $100.0 million, Hargreave Hale, a United Kingdom based Banking and Financial Services organisation with 50 employees and revenues of $16.0 million, Blankstone Sington, a United Kingdom based Banking and Financial Services organisation with 37 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Contemi WIN Trading and Order Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Contemi WIN Trading and Order Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Blankstone Sington | Banking and Financial Services | 37 | $1M | United Kingdom | Contemi Solutions | Contemi WIN Trading and Order Management | Trade Order Management System (TOMS) | 2020 | n/a |
In 2020, Blankstone Sington deployed Contemi WIN Client Portal and Client Reporting capabilities from Contemi in response to COVID-19 to automate document distribution and support remote client servicing in the United Kingdom. The deployment explicitly automated distribution of contract notes, valuations, and tax packs, and more than doubled end-investor portal take-up in the UK according to firm statements.
Contemi WIN Client Portal and Client Reporting were configured to centralize investor document workflows and investor access, reducing manual report delivery. Use of Contemi WIN Trading and Order Management is inferred because the firm implemented Contemi's broader WIN platform which includes trade and order management modules, aligning the implementation with Trade Order Management System (TOMS) functional patterns such as order capture linkage to client reporting and trade lifecycle orchestration.
Operational scope focused on investor-facing functions across the UK, impacting client services and operations by automating report generation and distribution workflows. Governance changes emphasized client reporting controls and scheduled document delivery, with Contemi WIN Trading and Order Management supporting the orchestration of investor statements and automated contract note distribution as part of the WIN platform rollout.
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Hargreave Hale | Banking and Financial Services | 50 | $16M | United Kingdom | Contemi Solutions | Contemi WIN Trading and Order Management | Trade Order Management System (TOMS) | 2014 | n/a |
In 2014, Hargreave Hale implemented Contemi WIN Trading and Order Management as a Trade Order Management System (TOMS) for its middle-office trading and order processing functions. The deployment targeted electronic trading workflows and order processing for the UK business, with a hard go live on 3 November 2014.
The Contemi WIN Trading and Order Management installation focused on core modules for order capture, smart routing and pre and post trade compliance, delivering front to back wealth management functionality and automation of standard trading workflows. Hargreave Hale's Contemi WIN Trading and Order Management implementation, as a Trade Order Management System (TOMS), directly supported trading, order management and compliance business functions across the firm.
Operational coverage centered on middle office and trading desk activities, moving electronic trade execution from 10% to 80% and enabling higher straight through processing. The project emphasized order processing, trade routing and compliance checks as integral functional capabilities, and the solution operated across order capture, execution orchestration and post trade processing stages.
Governance and rollout were executed with a single staged cutover and a hard go live, embedding pre and post trade compliance controls into day one operations. The implementation produced measurable STP and growth outcomes and supported significant AUM expansion as reported by the firm.
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Killik & Co | Banking and Financial Services | 279 | $100M | United Kingdom | Contemi Solutions | Contemi WIN Trading and Order Management | Trade Order Management System (TOMS) | 2015 | n/a |
In 2015, Killik & Co implemented Contemi's WIN Fees Management module to bring fee processing in-house. As a WIN platform customer, Killik could also leverage Contemi WIN Trading and Order Management, a Trade Order Management System (TOMS), as part of the broader Contemi WIN platform.
The implementation centralized fee lifecycle management for finance and operations in the United Kingdom, introducing configurable billing rules, automated fee calculation and exception handling consistent with fees management capabilities. Contemi WIN Trading and Order Management was identified as the platform context for Fees Management, aligning fee orchestration with order and trade lifecycle processes while shifting operational control and governance of billing from external processes into internal finance operations. The change reduced manual fee processing and improved billing flexibility for Killik & Co as stated in the project documentation.
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Buyer Intent: Companies Evaluating Contemi WIN Trading and Order Management
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