eBusinessware expertise includes a comprehensive data cleansing workflow tool that can be offered within a client's firewall or hosted off-site as managed service. Our teams of financial data associates lead the field with an excellent track record in transforming scattered financial data into high quality, easily usable formats, helping each financial institution we serve to optimize and multiply their portfolio performance.
Clients leverage eBusinessware experience and best practices to devise custom solutions to acquire, clean, distribute and refine their data architecture. Our Financial Data Management Strategy Consulting includes Subject Matter Expertise, Financial Data Management-experienced staff supplementation that is available on demand, Technical Solutions, as well as a number of different data management knowledge processing initiatives, data model advisory services, ongoing financial data cleansing and enrichment support, one-time financial data cleansing and enrichment exercise and more.
This in-depth industry expertise, coupled with the ability to quickly scale up or down relevant resources in different geographical locations on time and within budget, underlines eBusinessware’s value proposition.
BROCHURES
Data Cleansing
Your business requires accurate and timely data. If you are involved in financial services, then “target areas” include the calculation of credit or operational risk, evaluation of credit ratings, approval of credit lines, cross-referencing bond and other security “issues” to issuers and regulatory compliance reporting. In the financial industry, regulations such as Basel II, MiFID and KYC have documented strict requirements that firms “know” their customers before opening up a new account for business. Once the account has been opened, there is a continuous need for current data to support ongoing credit ratings and exposure calculations.
EZ Data Manager
EZ Data Manager can gather data from non-standard data sources like pdf's, scanned image files, MS Excel and put the information into an easily accessible database format. The platform has workflow-based exception handling and data validation tools to ensure availability of high quality data for core business applications. Once the data has been captured the application can create the output that you need. In addition to storing data in databases, EZ Data Manager can help you store data in delimited files and XML files. EZ Data Manager can also provide interfaces for integrating with your custom applications.
WHITE PAPERS
Data Management Strategy Implementation
Most global financial institutions share a common problem for reference data acquisitions and management: Initiatives from total client profitability, integrated risk management to straight through processing reference data have become the premiere issues in the financial services industry. Credit Dimensions significantly advances solutions for reference data by use of a state-of-the-art utility to source cleanse and enrich client reference and hierarchy.
Data Management Strategy Formulation
Formulating a Data Management Strategy: This document defines the approach that eBusinessware follows to evaluate and define reference data management strategy. This document offers, in a nutshell, exactly how many of the relationships we begin with clients take form, and how we are able to deliver on-time and within budget.
Best Practices in Data Quality Management
In large enterprises, data is used and published by many systems that are not directly responsible for data quality and transformation but who rely on the integrity of the data to support decision making or operations. The purpose of this white paper is to define some best practices for data quality management.
CASE STUDIES
Know Your Customer Verification
The eBusinessware Credit Dimensions team's expertise in designing data management solutions has yielded several expert solutions in the handling of Reference Data. Our comprehensive offering in reference data management imparted timely benefits to the bank serving institutional, corporate, government and high net worth clients.
Automating Data Management
eBusinessware team leaders are often right at home with devising some of industry's best data management solutions. This case study highlights the Credit Dimensions team's success in automating the data management process at a leading financial services group.
Cross Referencing
This case study presents a solution implemented by the CreditDimensions team for one of the largest financial services companies in the world. The Client needed to ensure that customer records were cross referenced across a number of varied processing systems (Customer Operations, Risk Management, Asset Management and others). This case study presents how the client benefits from our matching engine and workflow tools.
Data Aggregation
eBusinessware's Credit Dimensions team provides corporate clients with a wide array of specialized services based on strong research and solution delivery capabilities. The eBusinessware solution set, comprising a wide variety of services such as data cleansing, data enrichment, verification, cross-referencing, data integration, combined with technology and consultancy, caters to a variety of diverse client requirements. Here's how we deliver on time and under budget.
Data Cleansing for CRM Support
eBusinessware helped a leading financial institution with data cleansing services for a large client information database as a result of the merging of two different contact management systems supporting two different sets of business processes running on client-server architecture. This case history shares the details.
Managing Hierarchies
This case study illustrates how eBusinessware helped a leading insurance and financial services company replace a number of time-consuming manual processes to deal with data problems and reporting requirements. This highlights our use of Loading and Matching Obligators, Hierarchy Management/Linking services and Executive Dashboard.
Data Refining and Enrichment
In today's information age, data is the most important element that shapes crucial and strategic business decisions in any market, more especially in the financial markets. However, data has a habit of getting old, so it has to be renewed often. Burgeoning stockpiles of data hold no value for a company if it is not accurate and updated regularly. Clients may lose their competitive edge if the business decisions they make are based on unverified and obsolete data. The biggest challenge all financial institutions face today is to constantly verify and update the data. This case study displays how eBusinessware helped a leading European Investment bank manage risk and achieve higher growth patterns by highly refining and enriching data.
Data Hierarchy Management
Rapid changes in today's financial market bring along an imperative need to consistently track the mergers, takeovers and acquisitions of companies worldwide. With thousands of Corporate Actions taking place everyday, banks face great challenges in assessing the financial standing of a company, which could be its prospective customer. As a result, it is very important for them to ascertain a correct and up-to-date hierarchy of a counterparty with respect to its ultimate parent company.
Client Contact Information Management
To consistently beat the competition, market leaders utilize systems that integrate all aspects of their client information reporting to deliver insight to their key decision makers. This case study presents our experience implementing a solution to one of the world's largest financial services companies as a 'merger and integration' of the Customer Information data that existed in two different contact management systems and supported two different sets of business processes running on client-server technology. This case study also highlights how eBusinessware helped our client save money, increase quality and reduce risk through technology and business process outsourcing.
Data Reference Management Services
Most financial companies today clearly recognize the need to improve their reference data management and want to centralize and standardize their processes and procedures. This, they believe, is necessary to increase efficiency and accuracy in their operations owing to mounting competitive bottom line and regulatory pressure. The aim of this case study is to highlight the role of data hygiene in quantifying an institution's overall risk profile.
Managing Hierarchies
Extensive manual processing to gauge credit risk can prove to be the undoing for an otherwise efficient Credit Risk Management team. Our proven skills in enhancement of both technology and processes, for consolidation of credit exposure data and its reporting, led to a major global financial institution applying our services in this area. Here is the story of that success.
