Financial Services
Data Management
 
 

The Single Point for Seamless Integration of Data Management Consultancy, Technology, and Service


Credit Dimensions™ leads the data management industry with its innovative blend of technology and services for the management of reference data. We provide a one-stop solution for the world's leading financial services firms and deliver top-quality results from our offices around the globe and our offshore Center of Excellence for Data Analysis™.

The Challenge

Data quality is critical to the success of every financial services firm. Historically, achieving and maintaining data accuracy has been labor intensive, time-consuming, and expensive. Too often the results are not satisfactory, slowing the business process, and causing trade failure, making it difficult for firms to meet ever-tightening compliance regulations and to ensure strong corporate governance.

Credit Dimensions is our comprehensive solution for data management within the world's top financial services firms. We are unique in the industry, bringing together an unmatched combination of software, services, process, industry expertise, and development resources.

  • The only firm to provide the seamless integration of consultancy, technology and service
  • Long track record of successfully reducing costs and improving data quality for our clients
  • Six Sigma process at a lower cost of entry

The Configurable Solutions Advantage

Because Credit Dimensions is a truly configurable solution, it is inherently flexible and scalable. It allows our customers to leverage maximum functionality, while working in a manner that is perfectly suited to their businesses. Credit Dimensions adapts to our customers – not the other way around.

Technology Solution

We provide a complete range of technology solutions and tools to address the most complex data management challenges.

  • ETL: data extraction, transformation/mapping, and feed loading
  • Credit Dimensions Matchpro™: our fully configurable matching engine, including data diagnostics and autmatching
  • Enterprise Database Models: entity and securities data, evolved over six years of real-world application
  • API: for data publishing and data integration toolkit
  • User Interface: for data processing, fully customizable
  • Workflow application: manages exception handling process and QA process
  • IOTA: reporting and metrics
  • Center of Excellence for Data Analysis™: offshore team that can rapidly scale to meet client requirements, including a comprehensive training program, areas of specialization, best-of-breed processes for sourcing and capturing data

Services Offering

We combine world-class services with our technology offering to offer something unique in the industry.

  • Managed Data Service: outsource your entire data management solution (technology + integration + exception management)
  • Compliance/KYC Service: data verification and maintenance
  • Corporate Action Service: customized by data set
  • Data Audit service: current state analysis and business process recommendations
  • Data matching and integration: system rationalization
  • Data classification, cleansing and enrichment: defined process to meet precise client requirements, single or multiple attribute

Credit Dimensions™ Managed Data Services

The unceasing rise in data volumes makes the task of managing reference data increasingly complex and costly. Poor data quality can have a negative impact on all areas of a business – increasing costs and potentially creating significant pain and financial loss through regulatory penalties and misunderstood exposures.

Organizations strive to improve data quality and create more streamlined processes through system and process rationalization and the development of centralized reference data solutions. However, all too often, these projects prove costly, time consuming, and are frequently unsuccessful.

An Innovative Approach

Credit Dimensions offers a new approach – a solution that significantly reduces the need for the upfront purchase of expensive technology, and that eliminates the need for coordination of multiple vendors and consultants for delivery.

We provide a single solution for data management that supports both the initial implementation and ongoing operation—including solution design and all elements of data sourcing, maintenance, and distribution.

Benefits:

  • Reduced risk – increased likelihood of success
  • Lower cost – both for implementation and ongoing operations
  • Ultimate success and satisfaction – improved data quality and increased profitability

Features:

  • Consulting and analysis to define and plan the implementation
  • Process and technology to facilitate implementation
  • Master databases and data models – for securities and entity data
  • Third-party data feed integration
  • Matching engine for data integration and cross-referencing
  • Client-side integration capabilities
  • Workflow application for exception management
  • Expert team to manage exceptions and provide enrichment
  • Implementation and operational management
  • Flexible deployment – onsite or hosted solution