How can a firm get new clients onboard and have a clear overview of its client relationships when data is stored in a fragmented way? The answer is simple – link client data and onboarding workflows together in a single, centralized entity master. Our client onboarding solution allows financial firms to do business sooner.Talk with a Client Onboarding Pro
Client onboarding is the process of establishing a compliant trading relationship. In addition to KYC, AML, legal and compliance processes, onboarding also involves setup in operations systems, such as trading, settlements, reporting, limits, collateral management and CRM.
Capture legal entities, corporate hierarchy, credit and operational information in one entity master. Link instrument and entity information for comprehensive risk and exposure management as well as compliance and regulatory imperatives.
Connections & Adaptors is a robust, preconfigured adaptor that loads vendor data into GoldenSource's EDM GoldenSource Security Master or Client Onboarding applications. Our Connections are ready to receive and process your vendor feeds immediately upon installation, no mapping required. Read more...
GoldenSource Customer Master module acts as a global entity master linking customers and counterparties, along with employees, branches, contacts, addresses, accounts and products. Read more...
The only Master Data Management (MDM) platform to manage instrument, counterparty and issuer data on a single platform. Reduce risk and achieve competitive advantage. Read more...
The yardstick for EDM solutions…no product can rival it for breadth and depth.
Financial-I Jury Report
Integrating the GoldenSource solution within local banking environments has confirmed its powerful functionalities and considerable flexibility, even in very complex and fast changing contexts.
Giusy Mainardi, Sales and Partner Manager at Corvallis
Best in class data model. Excellent functionality. Complete data management solution.
GoldenSource understands our business requirements and can provide the high-quality reference data management platform we require to enable us to deliver accurate, timely reference data across our organisation.
Business CIO, Nordea
The GoldenSource EDM platform is a leader in its class with some of the world's most sophisticated banks successfully deploying the solution.
Oleg Baranov, Managing Partner at Neoflex
Standard Chartered Bank has chosen to partner with GoldenSource because we feel its Securities & Products solution offers the best mix of functionality, architecture and domain expertise. This enables us to offer a superior quality of service and grow our business in a very competitive marketplace.
Global Product Head, Standard Chartered Securities Services
GoldenSource provides the optimum mix of out-of–the-box capability and configurability that is flexible yet structured. It gives ASX the ability to enhance its responsiveness to the marketplace.
Timothy Hogben, Group Executive Operations, Australian Securities Exchange
What differentiates GoldenSource is that it does not simply provide a toolkit. Rather, it offers a mature set of out-of-the-box solutions aligned to common capital markets functions.
Madan Sheina, Lead Analyst, Ovum
GoldenSource offers a robust, complete and flexible data model, flexible workflow and comprehensive validation and distribution capabilities, which allow us to manage, and importantly link our reference data on one platform.
Kevin Gage, Senior Managing Director, Mizuho