EDM Services
Services overview
EDM as a Service
Operationalize enterprise data management with managed services, EDM-as-a-Service, and outsourced data operations.
Enterprise EDM delivered as a Service
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.
Expert Data Operations at Scale
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
Data Management as a Service
Outsource day-to-day data management operations while maintaining full visibility and control over your enterprise data environment.
Optimizing Data Flow, Maximizing Operational Efficiency
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.
Operational Data Expertise
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.
Data Management, made simple
Services Overview
EDM Managed Services
Maintain and optimize your EDM environment with dedicated operational support, platform expertise, and ongoing data governance.
Extending Your EDM Operations
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.
Platform Management and Continuous Optimization
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
Sustainability Data Management as a Service
Aggregate, validate, and operationalize ESG data across your organization with managed services designed for complex sustainability data environments.
Optimizing ESG Data Workflows
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.
Managing ESG Data at Scale
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
Supporting Complex Data Environments
Operational services designed to support a wide range of enterprise data management requirements.
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Accelerate Time to Value
Deploy enterprise data management capabilities faster without the complexity of implementing and maintaining internal infrastructure.
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Reduce Operational Burden
Offload day-to-day data management tasks to experienced specialists while maintaining visibility and control over your data environment.
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Improve Data Quality and Governance
Ensure consistent validation, monitoring, and stewardship across complex multi-vendor datasets.
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Scale Data Operations Efficiently
Expand data coverage and workflows without increasing internal operational overhead.
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Integrate Data from Multiple Vendors
Normalize and consolidate datasets from multiple providers to create consistent, trusted master records.
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Strengthen Data Governance
Establish structured controls, monitoring, and operational oversight to support regulatory and internal governance requirements.
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Support Complex Data Environments
Manage reference, pricing, ESG, and alternative datasets across multiple systems and operational workflows.
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Improve Data Transparency
Gain clearer visibility into data lineage, processing workflows, and exception management across the enterprise.
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Leverage Proven EDM Expertise
Combine enterprise EDM technology with global data management specialists and operational support teams.
Optimizing data flow, maximizing user control
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Dynamic sourcing of market and reference dataComprehensive coverage of financial instruments, issuers, listings, corporate actions, and ESG content, offering insights into market trends, sustainability, and corporate governance for informed decisions.
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Intuitive access to validated data sets
Intuitive access to validated data sets with full lineage capabilities, enabling seamless research and audit processes with transparent data tracking and accuracy.
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Up-to-date integration with major data vendors
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.
Explore our customer success stories
Frequently asked questions
What types of data does Gresham’s DaaS cover?
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Can users easily access and control their data?
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Insights, made simple
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