Case Studies

GoldenSource delivers innovative data management solutions to help leading final institutions across the world achieve their business objectives.

US Tier One institutional brokerage

Business Challenge: The Bank's data infrastructure consisted of a myriad of independent legacy systems focused on individual processing requirements for internal business units or locations. Further complicating the infrastructure, each system utilized its own data model and required users to maintain & update

Business Challenge: Due to an increasing complexity of portfolios and systems needed to manage them and increasing customer demand, the company needed to capture information from the market, process it internally and rapidly provide it to customers in the best possible format. The highly manual nature of paper-based

Tier One investment bank

Business Challenge: The bank's myriad of non-integrated technology systems were high cost to maintain and prevented quick delivery of new products, such as credit derivatives, to the market. The objective was to develop and deliver a single-source of consistent financial information for the bank's control activities to

Wholesale investment banking subsidiary of Japanese Securities Group

Business Challenge: An aging mainframe legacy system, manual processes and ad hoc database development, hindered the firm's ability to develop new business and scale the infrastructure to meet business growth needs.

Business Challenge: Enable the firm to eliminate redundant data, provide a single point of acquisition, and minimize manual intervention wherever possible. The solution needed to be able to operate in a global environment, be highly scalable to support volumes and anticipate market changes. Additionally the firm

Business Challenge: In mid 2001, the Company's environment consisted of three legacy systems, each with a different account structure. One system had multiple funds per account; the other two had one fund per account. Customer data could be found in one of the systems but not the others and the accounts were labeled

Global custody firm

Business Challenge: Reporting to clients of assets held on their behalf was based on a package of spreadsheets prepared by the Client Reporting Group. These were manually intensive, time consuming to prepare and difficult to scale for increases in volume. Additionally, numerous adjustments were necessary to correct for

Global private bank

Business Challenge: Historically the Bank sourced data as it was needed on an application by application basis resulting in the duplication of data purchases and a larger than necessary IT overhead in interfacing and delivering the data. The Bank's goal was to develop a central cross-reference database for static / dynamic

Leading global investment banking and securities firm

Business Challenge: Develop an "Integrated Data Infrastructure" (IDI). The goal of the Bank is to provide high quality data in a standard format, using standard interfaces, while reducing support and infrastructure costs, with a focus on re-usability and consistency.

In the News

Broadridge teams with GoldenSource, IBM and Rounds up Managed Data Reference Space

Reference Data Review (RDR),, May 2007

HSBC's Goldensource Rollout Starts Extensive Data Program

Reference Data Review, September 2005

Press

Daiwa Expands use of GoldenSource to Enhance the Quality and Efficiency of External Data
Press Release, 1 August 2006

GoldenSource to Power EDM at OpHedge
Press Release, 6th March 2006