Banks & Brokers

Understanding a New Reality

The new reality of highly volatile market conditions requires banks and brokers to have a better understanding of their business, risks and operational efficiency to effectively compete and navigate today’s risk and regulatory environment. The scalability and coverage of the GoldenSource EDM platform allows you to do just that.

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Managing Your Crucial Data Sets

Our industrial strength EDM data model enables banks and brokers to strategically manage their crucial data sets.  Integrated business-focused data warehouse and dashboard solutions scale up or down to meet their business demands and contributes to business growth.

No company wants to waste assets on inefficient data management systems.

Our clients depend on trusted and immediate data to achieve operational efficiency, manage enterprise risk, optimize client relationships, improve profitability and meet regulatory requirements. Banks and brokers must have accurate, complete data at their fingertips.

Our global clients include:

  • investment and merchant banks
  • broker dealers
  • asset and wealth managers
  • hedge funds
  • securities services firms
  • exchanges
  • government entities of all sizes

Our commitment to the EDM world

GoldenSource is one of the original founders of the EDM Council. Our commitment to EDM evolution continues through ongoing research and development of our core software.

GoldenSource EDM empowers sell side firms to:

  • Reduce data sourcing costs by automatically integrating third-party data
  • Eliminate much of the downstream need for validation and exception management, saving time and administrative cost
  • Reduce the incidence of failed trades
  • Protect the business against reputational and regulatory risk
  • Identify cross and up-selling opportunities more quickly and accurately
  • Increase market share by moving into new markets, regions or product categories while re-using the same EDM reference data architecture
  • Build an accurate picture of risk and opportunity across the enterprise
  • Integrate data from acquisitions without the need to change operational systems and processes – thereby driving value from the acquisition as early and cost-effectively as possible
  • Deliver superior client service
  • Support product innovation
  • Achieve regulatory compliance

Solutions for the sell side