Enterprise Data Management
One golden record for securities, entities, products and risk across every system you run.
One golden record for securities, entities, products and risk across every system you run.
Core use cases
Services
EDM Services
Automate, validate and scale operations with usage and cost visibility.
DevOps Services
Clarifies exposure to complex hierarchies for risk and compliance.
Reconcile, validate and control ‘any and all’ data to automate your back-office operations
Related Products
Core use cases
Cash + Stock Reconciliation
Match cash movements against bank and custodian feeds.
Payments Reconciliation
Reconcile payment flows across banks and rails.
ABOR to IBOR Reconciliation
Reconcile accounting and investment books of record.
Cryptocurrency Reconciliation
Master crypto reconciliation for digital assets.
Bank & Account Reconciliation
Keep internal systems of record in sync automatically.
Source, prepare and send your data for any regulatory requirement
Related Products
Core use cases
Enterprise data automation, made simple.
Services overview
Operationalize enterprise data management with managed services, EDM-as-a-Service, and outsourced data operations.
Deploy enterprise-grade data management without the overhead of building and maintaining your own infrastructure. EDM-as-a-Service combines the full capabilities of the EDM platform with cloud infrastructure and operational support to rapidly deliver scalable data management across the enterprise.
By removing the complexity of platform deployment and maintenance, organizations can focus on extracting value from their data while ensuring consistent governance, automation, and data quality across systems.
Extend your internal data team with experienced EDM specialists who manage day-to-day data operations, onboarding, and quality monitoring. Our global teams integrate, validate, and maintain data from multiple providers while resolving exceptions and delivering trusted master records across the enterprise.
This model enables firms to break down data silos, automate complex processes, and maintain high-quality datasets without adding internal operational burden.
Services overview
Outsource day-to-day data management operations while maintaining full visibility and control over your enterprise data environment.
Data Management as a Service enables organizations to streamline complex data workflows without expanding internal operational teams. Dedicated data specialists manage the onboarding, validation, enrichment, and mastering of datasets while maintaining strict governance and quality controls.
By combining operational expertise with enterprise EDM technology, organizations can accelerate data integration, improve data consistency across systems, and ensure high-quality datasets are delivered to the front, middle, and back office.
Our global data operations teams support a wide range of enterprise data processes, including vendor data onboarding, cross-reference mapping, data validation, and exception management. Acting as an extension of your internal data team, the service ensures datasets remain accurate, complete, and ready for downstream consumption.
This approach reduces operational burden while enabling organizations to scale their data coverage and workflows more efficiently.
Services Overview
Maintain and optimize your EDM environment with dedicated operational support, platform expertise, and ongoing data governance.
EDM Managed Services provide ongoing operational support for enterprise data management environments, ensuring platforms remain optimized, scalable, and aligned with evolving business needs. Our specialists work alongside internal teams to manage workflows, monitor data quality, and maintain reliable data distribution across systems.
This model enables organizations to strengthen operational resilience while ensuring critical data processes continue running efficiently.
Our teams provide comprehensive platform support, including system monitoring, workflow configuration, performance tuning, and operational oversight. By combining technical expertise with deep data management experience, organizations gain the flexibility to scale operations while maintaining strong governance and operational control.
The result is a stable, high-performing EDM environment that continuously adapts to new data sources, regulatory requirements, and evolving business priorities.
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
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
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
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
Project Lead | Global Investment Bank
Services Overview
Aggregate, validate, and operationalize ESG data across your organization with managed services designed for complex sustainability data environments.
Sustainability Data Management as a Service enables organizations to streamline complex ESG data processes without expanding internal operational teams. Our specialists manage the ingestion, mapping, validation, and mastering of sustainability datasets from multiple providers while maintaining strong governance and quality controls.
By combining operational expertise with enterprise EDM technology, organizations can improve consistency across ESG datasets and ensure trusted data is delivered across investment, risk, and reporting functions.
Our services support the full lifecycle of sustainability data management, including entity matching, cross-provider alignment, data validation, and exception management. ESG data is standardized and mapped across frameworks such as SFDR and TCFD, enabling consistent reporting and regulatory alignment.
With centralized oversight and monitoring, organizations gain greater transparency into data quality, coverage, and completeness—supporting more informed decision-making and scalable ESG strategies.
Use Cases & Benefits
Deploy enterprise data management capabilities faster without the complexity of implementing and maintaining internal infrastructure.
Offload day-to-day data management tasks to experienced specialists while maintaining visibility and control over your data environment.
Ensure consistent validation, monitoring, and stewardship across complex multi-vendor datasets.
Expand data coverage and workflows without increasing internal operational overhead.
Normalize and consolidate datasets from multiple providers to create consistent, trusted master records.
Establish structured controls, monitoring, and operational oversight to support regulatory and internal governance requirements.
Manage reference, pricing, ESG, and alternative datasets across multiple systems and operational workflows.
Gain clearer visibility into data lineage, processing workflows, and exception management across the enterprise.
Combine enterprise EDM technology with global data management specialists and operational support teams.
Intuitive access to validated data sets with full lineage capabilities, enabling seamless research and audit processes with transparent data tracking and accuracy.
Seamless integration with major data vendors, ensuring up-to-date information mapped to our comprehensive industry data model for enhanced compatibility, consistency, and accuracy in data management and analysis.
What types of data does Gresham’s DaaS cover?
How does Gresham ensure data quality?
How do you handle updates from data vendors?
Can users easily access and control their data?
How does your DaaS offering support regulatory compliance?
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