List of FIS Securities Finance Trading Manager (formerly Apex Securities Finance) Customers
Jacksonville, 32204, FL,
United States
Since 2010, our global team of researchers has been studying FIS Securities Finance Trading Manager (formerly Apex Securities Finance) 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 FIS Securities Finance Trading Manager (formerly Apex Securities Finance) for Trading Platform 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 FIS Securities Finance Trading Manager (formerly Apex Securities Finance) for Trading Platform include: JP Morgan (Asset Management & Private Wealth Management), a United States based Banking and Financial Services organisation with 15000 employees and revenues of $13.20 billion, RBC Capital Markets, a Canada based Banking and Financial Services organisation with 7000 employees and revenues of $8.17 billion, Swiss Re Corporate Solutions Services Slovakia, a Slovakia based Insurance organisation with 200 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using FIS Securities Finance Trading Manager (formerly Apex Securities Finance), 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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JP Morgan (Asset Management & Private Wealth Management) | Banking and Financial Services | 15000 | $13.2B | United States | FIS Global | FIS Securities Finance Trading Manager (formerly Apex Securities Finance) | Trading Platform | 2018 | n/a | In 2018, J.P. Morgan Asset Management implemented FIS Securities Finance Trading Manager as a Trading Platform to centralize securities finance trading, collateral management and related operations. The deployment was executed as part of a five year program with a $65M budget to consolidate operations and transition US operational functions into an outsourced provider structure while retaining control over core trading and collateral workflows. The implementation configured FIS Securities Finance Trading Manager to support core modules including collateral management, cash processing, trade confirmations and settlement, corporate actions, unit dealing, reconciliations and investment accounting. The program also delivered a rules driven active cash function developed with Signavio BPM and BDM, and automated FX Spot and FX Swap order generation logic to evaluate portfolio characteristics, security trade data and currency balances for Middle Office and Front Office workflows. Integrations emphasized orchestration with the existing technology stack and Signavio process automation, enabling the FIS Securities Finance Trading Manager and FIS APEX collateral capabilities to operate across US, EMEA and Asia cash operations. Operational scope covered Operations, Middle Office, Front Office and Investment Accounting teams, with rules engines and automated workflows applied to cross regional cash investment and FX order creation. Governance was run through a centralized program office led by Global Programs leadership, combining process design using Signavio, rules engine development, and staged rollout across operational functions. Documented outcomes in the program included identification and investment of $700MM of residual cash in 2018 that contributed to a reported $10MM revenue enhancement in 2018, delivered estimated cost savings of $2.7M per annum from the collateral platform implementation in 2018 to 2019, and objectives to add $2B of AUM and generate $20MM additional revenue per annum by 2022 through the automated active cash capability. An Innovation Award for the Signavio based rules engine pilot was recorded in 2020. | |
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RBC Capital Markets | Banking and Financial Services | 7000 | $8.2B | Canada | FIS Global | FIS Securities Finance Trading Manager (formerly Apex Securities Finance) | Trading Platform | 2013 | n/a | In 2013, RBC Capital Markets deployed FIS Securities Finance Trading Manager (formerly Apex Securities Finance) as its Trading Platform to support high volume securities finance activity. The deployment was aligned with a firm wide restructuring that moved Fixed Income Operations functions to Toronto, and the platform supported daily settlement processes handling several thousand trades per day with an average daily notional of twenty to eighty billion dollars. RBC configured FIS Securities Finance Trading Manager to operate as the central trade capture and lifecycle engine for securities finance, with implemented capabilities for settlement processing, trade confirmations, fail confirmation workflows, and position balancing. The implementation also encompassed front office account setup and maintenance workflows to ensure accurate client and account data feeds into the Trading Platform. Integrations for the deployment included market and back office connectivity explicitly referenced in operational notes, such as Bloomberg, BONY Broker Dealer Clearance, DTC, Euroclear, ANVIL ARTS, APEX SunGard, ADP and IMPACT ICI back office trading systems. Operational coverage extended across front office, middle office and back office teams, and the platform was used to settle trades for multiple RBC subsidiaries as well as external firms, coordinating directly with traders, management and external counterparties to resolve trade discrepancies. Governance for the rollout was executed as part of the Toronto reorganization, embedding the Trading Platform into daily operational procedures and exception management routines. The program emphasized consolidated settlement workflows and tighter operational alignment with the front office to support account setup accuracy and daily reconciliation and fail management processes. | |
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Swiss Re Corporate Solutions Services Slovakia | Insurance | 200 | $12M | Slovakia | FIS Global | FIS Securities Finance Trading Manager (formerly Apex Securities Finance) | Trading Platform | 2018 | n/a | In 2018 Swiss Re Corporate Solutions Services Slovakia implemented FIS Securities Finance Trading Manager from vendor FIS Global as its Trading Platform for securities finance activities in the Slovak Republic. The deployment was focused on supporting static data operations and securities finance processing for the companys corporate solutions and asset management activities. The implementation emphasized configuration and ongoing maintenance of static data and security definitions, including fixed income securities, asset backed securities, equities and various derivatives. FIS Securities Finance Trading Manager was configured to support portfolio creation, modification and termination workflows, and to handle trade capture and portfolio lifecycle functions consistent with a Trading Platform used in securities finance operations. Operational use included daily interaction with BlackRock Aladdin, Apex Collateral, Markit, Murex and HiPortfolio, with the platform operating alongside these systems to exchange static data, reference data and collateral related information. Collaboration with internal departments and external counterparties was explicit, providing a cross functional integration point for static data setup and ongoing modification processes. Governance centered on end to end data integrity checks, report queries and data reconciliations to ensure the highest quality of data, activities performed by Data Integrity Associate resources and coordinated with senior operations leadership. Process improvement and project cooperation were part of the rollout and steady state operations, with formalized checks and reconciliation routines embedded in daily workflows. |
Buyer Intent: Companies Evaluating FIS Securities Finance Trading Manager (formerly Apex Securities Finance)
- InPost, a United Kingdom based Transportation organization with 100 Employees
- CIBC Capital Markets, a Canada based Banking and Financial Services company with 1256 Employees
- Fairfax County, VA, a United States based Government organization with 22321 Employees
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