The securities and investments industry is characterized by cobbled-together specialty technology that passes trades, transactions and reconciling positions, and corporate actions across disparate applications. While this model has worked for years, shorter settlement cycles, greater volume, and new regulatory reporting requirements have the model creaking at its seams. As part of a broader theme of systems consolidations and operating model reviews, data management is taking center stage.
This report addresses the evolving EDM product and vendor landscape and the challenges involved in managing data at the enterprise level. It is based on insights from ongoing research conducted by Datos Insights with industry participants on both the firm and vendor side. This report profiles the following vendors: Alveo, BNY Mellon, GoldenSource, NeoXam, S&P Global, and SimCorp.
Clients of Datos Insights’ Capital Markets service can download this report.
This report mentions AWS, BlackRock, Bloomberg, Deutsche Boerse, JP Morgan Snowflake, and State Street.
About the Author

Adler Smith
Adler Smith is an Advisor on the Capital Markets team at Datos Insights. Adler most recently served as an analyst at Burton-Taylor International Consulting, a boutique capital markets advisory firm, where he primarily covered the financial market data and ESG data industries. Adler holds a bachelor’s degree in Finance from the College of Charleston.