The Monticello team joined ISDAs Virtual Conference on Collateral Management Transformation where panelists discussed how buy-side and sell-side firms can improve operational processes and use technology to further drive efficiencies ahead of UMR phases five and six. This conference focused on streamlining collateral management operations by optimizing the onboarding process for segregated accounts, addressing solutions to portfolio reconciliation and dispute resolution approaches, and implementing various digital documentation strategies. As consultants, it is critical for our team to fully understand the operational risks and complexities these topics pose to our clients beyond the initial investment made to support earlier phases of UMR non-cleared OTCs. Monticello realizes the importance of leveraging existing data strategies and ISDAs recommended CDM (Common Domain Model) and processes across other asset classes to reduce redundancies and boost productivity throughout all of collateral management operations. We look forward to working with our clients to support their collateral management transformation initiatives in 2021 and beyond.
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Monticello Consulting Group is a trusted management consulting firm servicing clients in the global financial services industry. Our mission is simple—to provide exceptional management consulting services by focusing on three core principles for our clients: value creation, superior execution, and uncompromising integrity.