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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 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

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
Reference Data Management
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.

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