Advisory Services (Reference/Market Data)
The importance of reference and market data, critical to both business growth and expense control, creates a compelling need for effective management.
Data Management Consulting
- Identify and implement an effective data management policy including analyzing current data inventory to identify and eliminate unnecessary products and services.
Reference Data Management
- Domain expertise in all asset classes including equities, fixed income and derivatives
- Process evaluation and strategy recommendations related to data sourcing, consolidation, cleansing, and exception processing
- RFP evaluation of Reference Data solution providers
- Data modeling and field mapping for securities data
- Advice and use of model driven architecture tools
Third Party Vendor Analysis and Comparison
- Management of RFI/RFP processes
- Identify and recommend substitution or elimination of technology, products and services
- Data Management Platform evaluation, build, buy or custom solutions
- Data Vendor analysis - Evaluation and selection of data vendor content, including conversion support efforts
- Market Research including competitive analysis of vendor products and services
Technology Support
- Provide component software for data feed loading and translation
- Develop and support custom software for data feeds
- Establish data models and requirements
- Implement systems and processes to improve data quality
Staffing
- Provide temporary data professionals for project startup, project peaks, staff turnover, staff leave and staff augmentation