List of Finastra Summit IBOR Customers
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United Kingdom
Since 2010, our global team of researchers has been studying Finastra Summit IBOR 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 Finastra Summit IBOR for Portfolio and Investment Management 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 Finastra Summit IBOR for Portfolio and Investment Management include: Lloyds Banking Group, a United Kingdom based Banking and Financial Services organisation with 61228 employees and revenues of $24.18 billion, Natixis Corporate & Investment Bank, a France based Banking and Financial Services organisation with 10456 employees and revenues of $9.51 billion, Shanghai Pudong Development Bank Hong Kong, a Hong Kong based Banking and Financial Services organisation with 100 employees and revenues of $50.0 million and many others.
Contact us if you need a completed and verified list of companies using Finastra Summit IBOR, 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 Finastra Summit IBOR 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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Lloyds Banking Group | Banking and Financial Services | 61228 | $24.2B | United Kingdom | Finastra | Finastra Summit IBOR | Portfolio and Investment Management | 2019 | n/a |
In 2019, Lloyds Banking Group implemented Finastra Summit IBOR in a Portfolio and Investment Management program. The deployment concentrated on onboarding customer account Call Accounts trades into Finastra Summit IBOR and activating the Summit Accounting module to support investment accounting and reset workflows.
Functional scope included configuration of accounting rules, static data setup, Customer and SSI data provisioning, and accounting configurations. The project consumed requirement gathering, functional specification document preparation, and supported Functional Testing, system integration testing and user acceptance testing.
Program work addressed explicit regulatory and market protocol requirements, with Summit changes implemented for BASEL III, CSDR, SFTR and IBOR related adjustments, and targeted changes for FICC Substitute processing and SONIA rate reset time. The engagement also encompassed Initial Margin custodian related changes, Cross Currency Repo feed adjustments into Summit, and participation in LCH fire drill activities to validate settlement and risk workflows.
Delivery followed Agile methodologies for recent deliverables, with ongoing support for the Summit V6.1 upgrade and remediation of back office documentation, reset and accounting issues. Governance and rollout artifacts centered on requirement to FSD handover, coordinated SIT and UAT cycles, and operational enablement for back office, accounting, settlements and regulatory reporting teams.
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Natixis Corporate & Investment Bank | Banking and Financial Services | 10456 | $9.5B | France | Finastra | Finastra Summit IBOR | Portfolio and Investment Management | 2015 | n/a |
In 2015, Natixis Corporate & Investment Bank implemented Finastra Summit IBOR as a central trading and positions platform. The deployment targeted the bank's corporate and investment bank operations in France, positioning Finastra Summit IBOR within Portfolio and Investment Management to support trade capture, positions and valuation workflows that feed middle office portfolio views.
The implementation focused on front-to-back trading and multi-asset desk operations, with functional modules for trade capture, position management and valuation engine orchestration. Finastra Summit IBOR was used to maintain a consolidated intraday view of positions and valuations, enabling consistent portfolio-level views and operational reconciliation across trading and middle-office workflows.
Operational coverage emphasized multi-asset trading desks and middle-office portfolio reporting, with the platform providing a single source for position and valuation data used by portfolio management and middle-office functions. Governance changes centered on standardizing position and valuation processes to align front-office trade capture with middle-office portfolio views and operational controls.
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Shanghai Pudong Development Bank Hong Kong | Banking and Financial Services | 100 | $50M | Hong Kong | Finastra | Finastra Summit IBOR | Portfolio and Investment Management | 2020 | n/a |
In 2020 Shanghai Pudong Development Bank Hong Kong implemented Finastra Summit IBOR to establish front-to-back treasury and trading capabilities for its Hong Kong operations. The deployment targeted Portfolio and Investment Management functions, with explicit goals to improve straight-through processing, strengthen risk management, and enable new treasury instruments and reporting.
Finastra Summit IBOR was configured to provide position management, valuation, trade capture and lifecycle processing, and real-time reporting typical of an Investment Book of Record. Configuration emphasized front-to-back consistency, automated valuation workflows, and instrument support aligned to treasury and trading use cases.
The rollout covered the bank's Hong Kong treasury and trading desks, aligning front-office trade capture with middle-office valuation and reporting workflows to reduce manual handoffs. Integration work focused on operational orchestration between trading, position keeping, and reporting pipelines rather than bespoke external system bindings.
Governance changes accompanied the go-live in 2020, including tightened trade validation and reconciliation points and updated reporting cadences for treasury operations. The implementation delivered improved real-time reporting and processing efficiency and enabled the bank to introduce expanded treasury instrument handling and stronger risk control for its Hong Kong business functions.
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Buyer Intent: Companies Evaluating Finastra Summit IBOR
- European Bank for Reconstruction and Development, a United Kingdom based Banking and Financial Services organization with 3000 Employees
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