SOLUTIONS

THE PROBLEM

Key entity data and attributes are inconsistent and inaccurate across your organization

PROBLEM

RESULT

IMPACT

Entity data managed across various systems

No single version of the truth

Misinformed decisions

No audit trail or clear data ownership

Inability to track updates

Limited control and increased compliance risk

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  • PROBLEM

    Entity data managed across various systems

    No audit trail or clear data ownership

  • RESULT

    No single version of the truth

    Inability to track updates

  • IMPACT

    Misinformed decisions

    Limited control and increased compliance risk

THE SOLUTION

Create a single authoritative source of data that is managed by the right people and sent everywhere

Data collection

Create forms to collect data from the appropriate data owners.

Leverage data validations and business rules to ensure data is entered correctly from the start.

Collect data from within or outside of your organization.

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PROCESS CONTROL

Route the forms across your organization to the defined data owners.

Create straight through processing by linking workflows together to ensure an end-to-end solution.

Implement maker/checker process to ensure all data is reviewed and accurate.

Establish governance by creating process standards and defining clear roles and responsibilities.

Retain a complete audit trail of information, changes, and approvals.

Capture collaboration around content and tasks with detailed comments.

THE RESULTS

Reports and analytics across your firm are consistent and trustworthy.

Entity data is created and managed in a unified and singular location.

Strong governance and control while ensuring the current data owners are managing the data.