Latest Reference Data Blogs

Sarah Underwood

Datactics has extended its FlowDesigner data quality and matching software with the addition of Data Quality Manager (DQM), a browser-based application that makes the software easier to use and control across a firm with multiple data sources and an existing master data management solution.

Sarah Underwood

The State of Wisconsin Investment Board (SWIB) plans to make Markit’s enterprise data management (EDM) solution the centrepiece of its new MIDaS data architecture. The architecture requires Markit EDM to support data distribution, quality control and mastering, and is designed to improve processes including the delivery of external data to SWIB and the internal integration of data across systems.

Adam Devine

Brute force can’t solve onboarding. Machine learning can. Here’s how.

Throwing headcount at the ubiquitous client onboarding problem hasn’t worked. It’s still a mess. Offshoring just sweeps the mess under the rug, and the expression, “misery loves company” is a good way of describing the impact of utility plays. Every onboarding solution on the market today just shifts the burden and expense of data analyst headcount to different places and P&Ls, and because every bank has a slightly (or very) different onboarding process, there will never be a single off-the-shelf solution for every bank. The key to reducing the risk and cost of onboarding is automating the manual, repetitive human work within every unique process. Are we suggesting that every financial institution kick off its own enormous custom IT project? Certainly not. That’s a well-worn page from 1998’s playbook. Cloud-based machine learning is the answer in 2015, and it’s radically improving the way data is collected, validated, and enriched.

Sarah Underwood

The European Securities and Markets Authority (ESMA) is canvassing market participants’ views on messaging protocols for transaction reporting under the Markets in Financial Investments Regulation (MiFIR) in a questionnaire with a response deadline of March 6, 2015.

Latest Q&A

To accompany our recent webinar on the Putting the LEI into Practice, we asked participants to give us their thoughts on the key discussion themes. Here is Marty Williams, Vice President, Reference Data Development, Interactive Data.

Reference Data Videos & Webinars

Video
The wave of LIBOR-inspired compliance requirements has particular implications for capital market participants. Proactive management of a firm’s risk and compliance environments is desperately needed to stay ahead of this wave.
See video
Audio

The past 12 to 18 months has seen the appointment of many chief data officers, in an apparent acknowledgment of the strategic importance of data to the financial institution. But what is the CDO’s role? Is it that of an evangelist or enforcer of internal data policies and procedures? Or something else entirely?

Reference Data Review Events

March 24, 2015 - 3:00pm
We plan to put the spotlight on this much overlooked but important regulation which has wide-ranging implications for risk data aggregation and reporting, data governance and data architecture.
April 16, 2015 - 12:00am - 12:00pm
DMS New York City is THE event to be at for the North American community of data management executives. If you are a senior manager involved in data or technology for the mid- to back-office at a...

Latest Research

A-Team Group recently held a webinar on the popular topic of Practical Approaches to Reference Data Feed Integration, discussing how firms should be approaching the challenge around data work flow and integration that's emerging as a major pain point as firms struggle to deal with managing change and maintaining data feeds, and what help is available to them.

A-Team Group recently held a webinar on the popular topic of The Data Management Challenges of Client Onboarding and KYC, discussing the data management challenges of client onboarding and KYC, and detailing new technology solutions that have the potential to automate and streamline onboarding and KYC processes.

Reference Data Review Poll

What is the main obstacle to achieving enterprise data management for risk and analytics?
Governance (lack of)
12%
Legacy technologies
18%
Lack of integrated data strategy across the organisation
71%
Total votes: 34

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