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Entity Matching & Cross-Reference Data Intelligence

Gain a consolidated view of your holdings across public and private assets with entity matching provided through our AI-powered service and team of data experts.

Entity Matching & Cross-Reference Data Intelligence

Match entities across data sources with confidence

Gresham helps firms gain a consistent, consolidated view of their holdings across strategies to support decision-making, deliver against compliance and regulatory obligations and improve reporting across both public and private markets.

Solving the data challenge

Gresham helps firms with allocations across private and public markets gain greater visibility across their portfolios by matching entities from various data sources, whether structured or unstructured, validating, and surfacing corporate hierarchy relationships. Our service draws on our AI capabilities, data management platform and extensive domain expertise to manage the process on behalf of our clients to deliver the consolidated view firms need to make decisions with conviction.

Intelligent Entity Matching

Make decisions with conviction based on a consolidated view of exposure, including corporate hierarchy relationships. The Gresham  provides intelligent entity matching at scale:

 

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    Industry Identifiers

    Industry identifiers are used to cross-reference data from disparate sources with millions of public and private companies and identify industry classifications.

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    Advanced AI

    Gresham's powerful AI matching engine delivers the scale needed to match data from multiple sources reducing the manual effort for most data requests. 

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    Alternative Data Collection

    Targeted investments can be linked to automation tasks that collect data from websites, presentations, PDFs and other unstructured data sources for ingestion by our AI/ML engines. 

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    Data Management

    The Gresham Enterprise Data Management (EDM) platform acts as a robust quality control mechanism for acceptance of probable matches and a centralized location for validated data.

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    Data Enrichment

    Firms can draw on a broad and deep data estate to enrich or fill gaps in their own datasets.

One consolidated view. Every portfolio, public or private.

Related sell-side operations use cases

Link related data to products and accounts, then track every change back to its source with a complete, timestamped audit trail.

Pulse Data
Prime EDM
Managed data services
Managed reconciliation services
Managed regulatory reporting services

our solutions

Deep dives from our entity matching & data experts

Free up time to focus on more important tasks
library-books

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

Resolve matching problems and manage data exceptions
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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

Leverage richer data whilst staying compliant
library-books

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

Unmatched efficiency across the entire operations function
library-books

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

Delivering transformation and return on investment
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We have significantly improved transparency and governance around reconciliation design principles leveraging some of the state-of-the-art functionalities of Control Cloud. Given the complex nature of our architecture am proud that this is one of the very few project that was steered to the finish line achieving the return on investment made.

Project Lead  |  Global Investment Bank

Explore our customer success stories

Insights, made simple

Deep dive into an array of topics and opinions shared by our domain experts. Learn more from articles online or subscribe to our monthly newsletter on LinkedIn.

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Frequently asked questions

How do you match private companies that don't have a public identifier?

Our Kensho Link AI engine draws on our extensive data estate, alternative data collection and our team of data experts to resolve private entities against BECRS with a validated, auditable match.

What happens to matches the AI engine isn't confident about?


Possible matches are routed to our Research User Interface, where our specialist team reviews and confirms them before they're published to your entity master.

Can we enrich our own datasets with your data?

Yes. Firms can draw on our broad and deep data estate to enrich or fill gaps in their own datasets, subject to appropriate data licenses.

How does new data get into the matching workflow?

Automation tasks collect data from websites, presentations, PDFs and other unstructured sources, feeding our AI/ML engines alongside your new profile requests.

How is the matched data made available to our systems?

Confirmed records are published from our Entity Master into your deal origination, portfolio monitoring, private credit and data warehouse systems.

Do you support both public and private market coverage?

Yes. The service is built for firms with allocations across both public and private markets, cross-referencing millions of companies in either.