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Data Management

Reference Data

data management use case

Timely and transparent reference data

Data lineage the consistent metrics ensuring confidence in the data you rely on

Seamless reference data flows

Our reference data management solutions empower your business by making data effortlessly accessible to your users. We streamline the process of integrating new data sources and applications, ensuring seamless data flow.

We help you better optimise your reference data, providing, comprehensive insights, including usage tracking, quality metrics, and lineage.

Delivered in formats you can use

We provide you with a domain layer that reduces the time to find and source reference data, efficiently handling reference data for a variety of applications, including pre-trade research, investment operations, risk management, index management, and external reporting.

Data management, made simple

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data management use cases

Free up time to focus on more important tasks
library-books

Gresham’s Control is easy for our business users to adopt and use. The application’s controls around signoffs, designating reconciliations to different staff, and data collection have made our process more efficient and seamless, and our team more self-sufficient.

Vice President of Operations  |  Investment Management Firm

Resolve matching problems and manage data exceptions
library-books

Our recent success and go-live with Gresham’s Control Cloud and the prompt yet comprehensive Proof-of-Concept (PoC) meant the decision to expand our use to include Connect Cloud was easy.

Head of Operations Payments  |  Cash and Securities Provider

Leverage richer data whilst staying compliant
library-books

Why should any payments firm build this in-house when there is a specialist like Gresham that focuses on it exclusively? Connect Cloud really takes the pain out of message formatting and simplifies the message transformation space.

Product Manager  |  Global FinTech Company

Unmatched efficiency across the entire operations function
library-books

The solution allows us to focus on more strategic work. We are now able to manage the exceptions rather than all the manual heavy lifting we were having to do before the switch. It meant that we were able to manage a broader estate of recs ourselves without involving IT and tech experts from the previous vendor.

Operations Lead  |  Global Asset Manager

Delivering transformation and return on investment
library-books
We have significantly improved transparency and governance around reconciliation design principles leveraging some of the state-of-the-art functionalities of Control Cloud. Given the complex nature of our architecture am proud that this is one of the very few project that was steered to the finish line achieving the return on investment made.

Project Lead  |  Global Investment Bank

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Insights, made simple

Deep dive into an array of topics and opinions shared by our domain experts. Learn more from articles online or subscribe to our monthly newsletter on LinkedIn.

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Frequently asked questions

How scalable is your reference data solution?

Our solution scales from tracking thousands to hundreds of millions of objects, meeting the needs of firms of all sizes.

Can your system integrate with existing data sources?

Yes, we offer off-the-shelf integrations with multiple data sets for quick and easy onboarding.

How does your solution ensure data quality?

We provide a full set of quality metrics and data lineage, offering context and confidence in the data you use.

What types of financial instruments does your system cover?

Our data domain model covers a wide range of asset classes, corporate actions, pricing, and issuer information.

How can users access the reference data?

We provide easy data access via a web UI and APIs, with fast last-mile integration into business workflows.