List of Fiserv Tradeflow Customers
Fiserv
600 N. Vel R. Phillips Ave.,
Milwaukee, 53203, WI,
United States
Milwaukee, 53203, WI,
United States
1 262-879-5000
Professional Services
38000
$21.2B
Since 2010, our global team of researchers has been studying Fiserv Tradeflow 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 Fiserv Tradeflow 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 Fiserv Tradeflow for Trading Platform include: HSBC, a United Kingdom based Banking and Financial Services organisation with 212409 employees and revenues of $67.40 billion, HSBC Securities Services (UK), a United Kingdom based Banking and Financial Services organisation with 5000 employees and revenues of $585.0 million, BNP Paribas Securities Corp., a United States based Banking and Financial Services organisation with 612 employees and revenues of $438.0 million, MacKay Shields, a United States based Banking and Financial Services organisation with 300 employees and revenues of $50.0 million, MacKay Shields, a United States based Banking and Financial Services organisation with 300 employees and revenues of $32.0 million and many others.
Contact us if you need a completed and verified list of companies using Fiserv Tradeflow, 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 Fiserv Tradeflow 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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BNP Paribas Securities Corp. | Banking and Financial Services | 612 | $438M | United States | Fiserv | Fiserv Tradeflow | Trading Platform | 2019 | n/a |
In 2019, BNP Paribas Securities Corp. implemented Fiserv Tradeflow as a core Trading Platform to support trade management and middle office workflows. The deployment focused on trade matching, custody settlement, collateral and margin services, with configuration work oriented around static data setups for settlement, trade matching and collateral processing.
Implementation work included system integration projects between client front office trading systems and BNP trade management systems, explicitly linking Fiserv Tradeflow with Calypso and Algo, and extending interfaces into accounting systems Dimension, Multifonds and Hiport. Operational coverage targeted US operations onto global collateral processing systems and supported listed and OTC asset classes, while the team maintained SWIFT message compliance with 20 plus custodians to meet system and market requirements.
Functional capabilities implemented in Fiserv Tradeflow emphasized trade capture to settlement workflows, automated trade matching rules, and collateral lifecycle management, aligned with middle office follow the sun service models developed with global contacts. Static data governance was established as part of the configuration, ensuring settlement instructions and fields aligned across trade management systems.
Governance and process work included creation of US procedures documentation to ensure audit readiness, establishment of a control framework to reduce exposure and risk, and coordination of custodian and fund accounting migration activities for US mutual funds and UCITs. Project governance relied on weekly client management reviews and sustaining daily team operations while driving subject matter expert responsibilities for onboarding and integration.
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HSBC | Banking and Financial Services | 212409 | $67.4B | United Kingdom | Fiserv | Fiserv Tradeflow | Trading Platform | 2020 | n/a |
In 2020, HSBC implemented Fiserv Tradeflow as its Trading Platform to centralize trade capture and downstream transaction processing for fund accounting operations. The Fiserv Tradeflow deployment focused on institutional fund administration workflows, establishing a primary feed for trade details that supported reconciliation and settlement tracking across custody relationships.
Configuration centered on trade capture, trade matching, settlement control and exception handling capabilities within Fiserv Tradeflow. Daily operational use included trade matching and unmatched trade investigations, and the platform was used alongside markit for market data and Omgeo ALERT for settlement instruction workflows, with monthly management information produced via Tableau.
Operational coverage extended across onshore and offshore teams, with onshore oversight in Edinburgh and offshore business as usual teams based in Kolkata and Colombo, and documented go live and training support activity involving Kuala Lumpur and Manila. Integrations explicitly referenced in operational notes included Markit and Omgeo ALERT, and the rollout integrated Tradeflow feeds with custody settlements and broker communication channels to support Fund Accounting and custody reconciliation workflows.
Governance and process changes emphasized onshore oversight of offshore BAU teams, formalized investigation workflows for duplicate or missing feeds, and direct client escalation channels for settlement and reconciliation issues. HSBC used Fiserv Tradeflow to standardize trade capture governance, embed trade matching and settlement control into fund administration processes, and produce consolidated MI via Tableau for ongoing operational monitoring.
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HSBC Securities Services (UK) | Banking and Financial Services | 5000 | $585M | United Kingdom | Fiserv | Fiserv Tradeflow | Trading Platform | 2014 | n/a |
In 2014, HSBC Securities Services (UK) deployed Fiserv Tradeflow as its Trading Platform to centralize trade processing within the Fund Services organization. The deployment targeted Fund Services functions including accounting and valuation, transfer agency, investment operations and corporate secretarial services, supporting HSBC Securities Services global, regional and domestic securities services for institutional clients.
Fiserv Tradeflow was configured to support trade processing workflows typical of a Trading Platform, including trade capture, matching, settlement orchestration and confirmation processing, with automation to reduce manual reconciliation touch points. Corporate actions automation was implemented in parallel through Checkfree and later migrated to XSP, aligning corporate actions workflows with trade lifecycle processing.
The implementation was integrated with a broader ecosystem of vendor systems explicitly referenced in project workstreams, including Markit EDM for funds data administration, SmartStream TLM for reconciliations, SmartStream CMS for cash management, Calypso for derivatives operations and pricing, ICON for fund accounting migration, BISAM B-One for performance measurement and RiskMetrics for risk management. These integrations positioned Fiserv Tradeflow as the hub for trade lifecycle events while downstream systems handled domain-specific processing and reporting.
Program governance and delivery emphasized program and project management, business analysis, testing and application development to coordinate cross domain processes and regulatory requirements. Project workstreams included regulatory programs such as MiFID II, AIFMD, EMIR, FATCA and Dodd Frank, and operational projects spanning client on boarding, transfer agency and reconciliations, which required staged rollouts and coordinated change control across operations and technology teams.
As part of the delivery model, psd placed over 60 contract and interim resources supplying programme and project management, business analysis, testing and development skills, combining fund services subject matter expertise with vendor technology knowledge. Fiserv Tradeflow remained the named Trading Platform and core trade processing engine in scope for these coordinated programs and integrations.
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MacKay Shields | Banking and Financial Services | 300 | $32M | United States | Fiserv | Fiserv Tradeflow | Trading Platform | 2016 | n/a |
In 2016 MacKay Shields implemented Fiserv Tradeflow as a Trading Platform to support post trade processing from capture to settlement. The engagement was executed alongside a comprehensive database program that spanned production, disaster recovery, development, QA and UAT environments and supported operational continuity for front and back office processing.
The implementation included a standardized database maintenance and monitoring framework across 53 SQL instances, comprising 17 production, 6 DR, and 30 development QA and UAT instances, covering SQL Server versions 2008R2, 2012, 2014 and 2016 and more than 500 databases. On premise infrastructure consisted of SQL and MongoDB instances on physical and virtual servers deployed in standalone, clustered and availability group configurations, while cloud activity included a formal evaluation of Azure and AWS and migrations into Azure with accompanying code changes to support the platform in the cloud.
Fiserv Tradeflow was deployed within an ecosystem that integrated with third party systems explicitly supported by the engagement, including Charles River, SS&C Portia for middle and back office asset management, Electra Openstaars for reconciliation, IHS Markit Enterprise Data Management for trade data risk finance and customer data, Epicor ERP, and Atlassian Jira for ticketing. Operational coverage focused on post trade and middle and back office business functions, with the Trading Platform linked to reconciliation workflows trade data management and settlement processing.
Governance and resilience work included architecting and implementing the Database Business Continuity and Disaster Recovery plan using vendor specific features such as availability groups mirroring and dump and load techniques together with Vision Solutions Double Take. Database standard maintenance plans were customized to meet SLA requirements for Recovery Time Objective and Recovery Point Objective for critical and non critical databases, and the program included performance tuning capacity planning and production of SOX audit reports for both vendor and in house applications.
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MacKay Shields | Banking and Financial Services | 300 | $50M | United States | Fiserv | Fiserv Tradeflow | Trading Platform | 2013 | n/a |
In 2013 MacKay Shields implemented Fiserv Tradeflow, a Trading Platform, to manage post trade processing from capture to settlement. This implementation was supported by a database estate that later received targeted hardening, with subsequent work during 2016 and 2017 to standardize maintenance and monitoring across environments supporting the application.
The technical footprint for systems supporting Fiserv Tradeflow comprised both on premise and cloud database architectures, including SQL Server and MongoDB instances running on physical and virtual servers in standalone, clustered and availability group configurations. The environment inventory documented 53 SQL instances, segmented as Production 17, DR 6, and Development QA UAT 30, spanning SQL Server versions 2008R2, 2012, 2014 and 2016, and hosting over 500 databases. A customized database maintenance plan was configured to meet SLA targets for Recovery Time Objective and Recovery Point Objective for critical and non critical databases, and code changes were introduced to enable migrations to Azure as part of cloud adoption activity.
Operational governance included a Database Business Continuity and Disaster Recovery plan that leveraged vendor specific features such as availability groups, mirroring and dump and load procedures, alongside a Vision Solutions Double-Take product for replication. Support and operational integration covered multiple adjacent systems used by MacKay Shields, including Charles River, SS&C Portia for middle and back office, Electra Openstaars for reconciliation, IHS Markit Enterprise Data Management for trade and reference data, Epicor ERP, and Atlassian Jira for ticketing, all operating in concert with Fiserv Tradeflow. Day to day activities encompassed performance tuning, capacity planning and production SOX audit reporting, establishing the monitoring, maintenance and governance constructs that sustained Fiserv Tradeflow as the firms Trading Platform for post trade processing.
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Buyer Intent: Companies Evaluating Fiserv Tradeflow
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Fiserv Tradeflow. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Fiserv Tradeflow for Trading Platform include:
- Tru Performance, a United States based Professional Services organization with 125 Employees
- GEA Farm Technologies, a Germany based Manufacturing company with 19416 Employees
- Ink-Net South Africa, a South Africa based Retail organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Fiserv Tradeflow Coverage
Fiserv Tradeflow is a Trading Platform solution from Fiserv.
Companies worldwide use Fiserv Tradeflow, from small firms to large enterprises across 21+ industries.
Organizations such as HSBC, HSBC Securities Services (UK), BNP Paribas Securities Corp. and MacKay Shields are recorded users of
Fiserv Tradeflow for Trading Platform.
Companies using Fiserv Tradeflow are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Fiserv Tradeflow are most concentrated in United Kingdom and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Fiserv Tradeflow across Americas, EMEA, and APAC.
Companies using Fiserv Tradeflow range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 60%, large organizations with 1,001-10,000 employees - 20%, and global enterprises with 10,000+ employees - 20%.
Customers of Fiserv Tradeflow include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Fiserv Tradeflow customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Trading Platform.