Data And Analytics
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Data Sleuth Framework for Asset Management- Enables more cost-effective, error-free, and automated QA functionality by effectively capturing, storing, and utilizing structured and semi-structured data Reference Data Management- Ability of implementing off-the-shelf reference data products like MarkIT EDM as well as developing bespoke platforms to deliver high quality golden copy of securities' data including instrument static, pricing, ratings, corporate actions, indices etc. serving as single source of truth across the enterprise
Data Migration and Testing - Data Migration and Masking Framework (DMMF) enables intuitive development of data migration processes where data is migrated from source system to target system featured with obfuscation of sensitive data by data masking rules. Data Testing Framework (DTF) is used to write test cases and automated execution of test cases to verify ETL processes and reports. Synthetic data generation framework (SDG) is used to create test data in customizable format and use that data for testing application
Advanced Analytics Services: Our advanced analytics platform brings deep level of customer data and sophisticated science, which when fused with internal data helps organizations to make accurate data driven decisions.
Key Features
Our Data and Analytics offering enables Financial Services industry with:
- Wealth Management- Advisory, Reporting, Data Migration, Rule Engine, Platform Migration, Risk Data Aggregation
- Asset Management- Mortgage Portfolio Analysis, Risk Data Reporting, Product Analysis, Regulatory Reporting
Key Benefits
- Strategic digital alliances, services, and solutions
- Integrated services capability spanning technology, business process management, infrastructure managed services, business process operations, and product engineering domains
- Experience in building and maintaining wealth management websites and integrated advisor portals
- Experience in serving 150+ financial institutions, US$1.5 trillion+ AUM, 6,000+ advisors, and 1.5 million+ end customers through our clients