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.
EDM capabilities
Financial institutions on both the buy-side and sell-side operate across a growing number of data sources, systems and asset classes. The result is fragmented data estates where reference data, pricing, positions and counterparty information sit in disconnected silos, maintained through manual processes that introduce errors, create reconciliation backlogs and slow down decision-making. For asset managers and hedge funds, this means unreliable data feeding portfolio analytics and risk models. For banks and broker-dealers, it means exposure to reporting failures, compliance gaps and operational inefficiency at scale.
Gresham provides market leading enterprise data management (EDM) capabilities that centralise, validate and distribute financial data across the entire organisation. We aggregate structured and unstructured data from internal systems, market data vendors and third-party providers, applies configurable matching, mastering and enrichment rules, and delivers a single, governed version of that data to downstream systems and teams. The platform covers the full data lifecycle, from ingestion and quality validation through to storage, lineage tracking and controlled distribution, with access available via UI, REST API, R, Python and Apache Spark.
EDM solutions are purpose-built for the data and operational complexity of financial services. Whether you are a buy-side firm looking to consolidate investment data across securities, pricing, positions, private markets and ESG into one governed hub that feeds portfolio management, risk and reporting workflows. Or a sell-side firm/bank striving to manage reference data at scale, meet regulatory reporting obligations under frameworks including BCBS 239, EMIR and Solvency II, and reduce the manual overhead of cross-system reconciliation.
Accelerate digital transformation without compromising on control
Fast track digital transformation surrounded by the experts
Industry leading data management solutions
Empowering Energy Companies
By Automating Data-Intensive Workflows
Tailored solutions that address your unique challenges and simplify complex data processes
Control risk with connected data across your entire finance ecosystem
Accelerate digital transformation without compromising on control
Data management solutions
Seamlessly connect, visualise , normalise, and validate your date to ensure the data is accurate, consistent, and complete.
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
key benefits
Effective data management enables firms to meet regulatory requirements by producing accurate, timely reports for bodies like the SEC, FINRA, and Basel Committee, reducing the risk of non-compliance, fines, and reputational damage.
Gresham enables financial institutions to manage risks like credit, market, and liquidity risk, supporting better risk modeling and decision-making. Poor data management can lead to miscalculated risks and major financial losses.
Streamlined data management reduces manual effort, errors, and speeds up decision-making, leading to cost savings and improved customer service. Gresham helps minimize redundancies and inconsistencies.
Privacy breaches lead to legal issues and loss of trust. Gresham gives financial institutions a 360-degree view of customers, enabling personalized services, better experiences, and higher retention.
Gresham's data solutions enable you to make informed decisions on pricing, resource allocation, and market expansion. Poor data management risks costly mistakes and missed opportunities due to incomplete information.
Financial institutions can trust Gresham to outsource data management tasks like cleansing, validation, and reporting, to access advanced tech and expertise without large in-house investments. Choosing the wrong partner can be costly.
Our industry-tailored technology and experienced team are ready to address your unique financial service needs.
Discover our comprehensive data management solutions and expert support options today.
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