EDM client case study: empowering the front office with curated gold copy data
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A US-headquartered investment and wealth management firm uses our cloud-based Enterprise Data Management (EDM) managed service to empower users in the front office and throughout the enterprise with access to curated gold copy data. Building on the success of the implementation, the firm has also decided to adopt our Data Dictionary to get a more holistic view of its data.
Based on interviews with the client, this case study covers a range of topics including:
- why the firm decided to prioritize data management as part of a wider growth strategy and change program, which included the roll-out of a new OMS
- how EDM supports the requirements of end-users and integration with the firm's OMS and accounting system
- how portfolio managers and other end-users have benefited from timely access to mastered, validated data throughout the day
- how the managed service model has taken pressure off internal resources, allowing them to focus on value-add projects that keep the business moving forward
- why the firm has decided to implement our SaaS-based Data Dictionary and how it will help users extract more value by providing greater visibility of the firm's data estate
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