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.
Entity Matching & Cross-Reference Data Intelligence
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.
Make decisions with conviction based on a consolidated view of exposure, including corporate hierarchy relationships. The Gresham provides intelligent entity matching at scale:
Industry identifiers are used to cross-reference data from disparate sources with millions of public and private companies and identify industry classifications.
Gresham's powerful AI matching engine delivers the scale needed to match data from multiple sources reducing the manual effort for most data requests.
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.
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.
Firms can draw on a broad and deep data estate to enrich or fill gaps in their own datasets.
Link related data to products and accounts, then track every change back to its source with a complete, timestamped audit trail.
our solutions
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
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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?
How is the matched data made available to our systems?
Do you support both public and private market coverage?