Reference Data Management

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 the 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 the Reference Data Management solution that provides:

Recommendations on build vs. buy solutions
Recommendations for the 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

Features and Benefits

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

Why Us ?

Firms that develop their own RDM solution as per organizational needs
Firms that outsource development of a data management solution
Firms that buy a third-party RDM solution and extend it to meet the organizational demands Our innovative approach includes deployment of new methodologies, proprietary software and third party products that tackle RDM challenges.