Reference Data Management

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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

Product/Service details