Overview
Market uncertainty drives the need for market differentiation, and renewed focus on margins. New regulations elevate the need for scalable and flexible reference data management (RDM) solutions that:
- Incorporate rule based exception handling
- Reduce manual touch points while increasing audit
- Optimize the overall business process flow
- Aggregate all corporate action processing utilities into a unified processing framework for overall RDM
We have a complete solution that enables companies to manage the entire RDM environment. Our innovative approach includes deployment of new methodologies, proprietary software, and third party products that tackle RDM challenges. With a proven track record of performing data rationalization for global financial firms, we help develop a high level plan for Reference Data Management solution that provides:
- Recommendations on build vs. buy solutions
- Recommendations for acquisition of software tools including ETL and reporting tools,if necessary
- Architectural overview of the new system
- Process workflows for the new system
- Cost benefit analysis
Key Features
Financial firms need a reference data management solution that improves operational efficiency and provides insights into their business through analytics. Customized reference data management solutions enable:
- Personalized dashboards that facilitates complete access
- Search and reporting interface
- Custom workflows that develop a touch point
- Business process driven solution
- Rule based exception management approach
- Audits, logs and internal investigations