Integrated Data Management for Financial Services Institutions

An enterprise-wide managed service to support banks and global financial institutions manage financial reference data to significantly reduce costs and complexity

The complexity of reference data management

The complexity of managing financial reference data has been growing exponentially, fuelled by an explosion of regulatory requirements, dynamic risk management requirements, emergence of new types of financial instruments, and diverse data management platforms.

Many major financial institutions still lack a comprehensive reference data management process. This leads to significant issues, ranging from duplication of data sourcing to inaccurate data being used across the business. As a result, companies need to identify mechanisms to reduce cost and time-to-market for managing reference data across the enterprise, and improving the efficiencies in the entire data lifecycle.

Driving Innovation in the instrument reference data landscape

Capgemini’s Integrated Data Management Services (IDMS) is a fully managed service that integrates technology and operations for our clients and handling over 20 million instruments across a multitude of asset classes and over 100 data vendors. Our proven solution enables data validation, mastering, and distribution of corporate actions, pricing and security master data across all asset classes and geographies.

Designed to fit seamlessly between data aggregators and client downstream systems, our solution provides a vendor neutral and partnership-based approach to improve the data value chain.

Managed experience

We have extensive experience in working with global banks and financial institutions based upon an established, broad-based data management practice that covers various aspects of reference data, client data, data quality, data architecture and data governance.

Capgemini provides a full end-to-end data managed service within a shared service construct, fully supported by an integrated operations and IT framework to deliver better results, faster. This has enabled us to deliver one of the largest managed services projects ever attempted in the data management space while providing significantly superior results coupled with direct and indirect cost savings.

Capgemini’s IDMS gives your institution:

  • Leadership and focus: Our experienced leadership team is comprised of employees from some of the largest investment banking institutions.
  • Experienced support: Capgemini has over 300 experienced operations resources handling reference data processing and more than 150 technology professionals supporting IDMS and client requirements

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