Data Management Consultancy

We are experts in data management and data governance for the Finance Sector

Our consultants are specialists in market-leading financial data management technologies, can advise you on the type of solution your organisation needs and take a hands-on approach to implement them into your business.

Reformis have partnerships and relationships with many of the vendors in the data management and data governance space. However, we don’t sell software and remain agnostic from any of our relationships and our loyalties lie solely with our clients.

To find out more about our investment management data management services contact our team.

How does our investment management data management consultancy work?

To ensure that our data management insights & recommendations are effective for your business requirements, we follow a process that allows us to fully understand both where you are and where you need to be.

Our process follows these key steps:

1) Advisory

Your business begins its transformation with a review of your overall technological architecture. We explore and take into account your current:

  • Data sources
  • Market data providers
  • Internal resources
  • Assets under management (AUM)
  • Data governance council and practices – if you do not have a data governance council in place, we will help create one
  • Your company culture

We then make two types of recommendations based on your organisation’s requirements.

  1. Process Changes – to enhance and future-proof your current workflow to increase efficiency
  2. Technology Changes – to capitalise on current in-house applications or purchase alternative products to enhance your organisation’s capabilities


2) Vendor Selection

If your organization requires technology additions, we will guide you through the vendor selection process.

Vendors we work with:
  • IHS Markit EDM
  • NeoXam Datahub
  • Xenomorph Timescape EDM
  • Snowflake
  • Matillion
We also have experience implementing other vendors, including:
  • Goldensource EDM
  • Bloomberg Data Management Services
  • CuriumEDM
  • Asset Control
  • IVP
  • and others


3) Implementation

Reformis have successfully delivered over 150 investment management vendor implementations worldwide. During the implementation process, your organisation may require resources to ensure a seamless transition. We work alongside you to decide on the optimal structure of the project team; whether you need an entire project team or just parts of one, we can fill that gap. These project roles include:

  • Programme & Project Managers
  • Data Architects
  • Business Analysts
  • Data Analysts
  • Testing Managers
  • Technical Resources & Developers

Our technical resources are aligned to market-leading technologies in the financial data management space and our consultants are experts in configuring and implementing these technologies. All of our resources are technically strong and their business knowledge is unparalleled in investment management, data quality management, data analysis and business analysis.

Our industry experts will also train your team to develop within the product framework so that when we walk away, they can successfully stand on their own.


4) Data Governance Council Guidance and Set Up

By partnering with Reformis, you will be fully supported whether your organisation has a data governance council or not. We provide the following:

  • Guidance on what data governance means within your organisation and what the maturity process of a good data governance programme looks like
  • Guidance during data governance meetings and additional assistance until your organisation can run its own
  • Recommendations on how to fine-tune your organisation’s existing data governance council processes
  • Assistance with implementing data lineage to empower your organisation’s understanding of its data, data transformations and data distribution


The steps above are the pillars of your progress. Our team work closely with you at all times to guide you in the right direction. Our vast experience allows us to understand the opportunities unique to your organisation and make structured recommendations to support your needs.

What are the benefits of data management consultancy to investment managers?

Any investment manager (traditional AMs, hedge funds, private wealth, pension funds) can benefit from data management consultancy.

Clients that do not have a data management or data governance function in place will see a host of benefits, including:

  • Reduced costs of data
  • Removal of data redundancies
  • More efficient data processes and workflows
  • Reduced overhead costs
  • Frees up resources to focus on more strategic initiatives
  • Improved data quality

Clients that already have a data management and/or data governance function will also benefit from the wealth of collective knowledge Reformis has as a consultancy who has worked in the space for over 17 years.

Why Reformis?

We bring our experience of implementing data management and data governance solutions to every project. We have seen what works, what doesn’t work and have adapted with the technology changes that have taken place over the years. All of our consultants not only have a technical skillset, but they have a deep level of understanding of investment management. They are all highly skilled and knowledgeable in this subject area.

When advising our clients on data management and data governance, our guidance is based on our hands-on experience in delivering solutions for our clients. We want a solution that is right for you, that aims to design a target architecture that works for now, as well as laying a strong foundation to build upon in the future.

We consider what is best for each client on an individual basis, taking into account a number of factors, including:

  • How large is the organisation?
  • How many resources are available to work as data stewards?
  • What is the current data architecture?
  • What asset classes are you trading today and what will you be trading in the next 6-18 months?
  • What is the current AUM?
  • What is the culture of the organisation?

Vital statistics:

  • 1st Markit EDM Implementation Partner
  • 15+ Years Experience in Investment Management Consulting Services
  • 20+ Countries With Successful Project Delivery
  • 95+ Consultants Globally
  • 150+ Data Management Projects


We are here to help your organisation.  To learn more about how we can be your transformation partner and support your organisation with our data management consulting, contact us today!

Case Studies

Centralised Data Management and SFTR Reporting

Our client, a large Swedish Bank, wished to implement a centralised data management and data distribution system as part of their business requirement to set up an in-house data management...

Data Management Advisory

An Investment Manager with approximately $40 Billion AUM, at the time the relationship was established, has ambitious growth plans but recognizes that a range of existing data and process limitations...

Enterprise Data Management Implementation

An Investment Manager with approximately $40 Billion AUM, at the time the relationship was established, has ambitious growth plans but recognizes that a range of existing data and process limitations...

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