Strategic Options and Approaches for Entity Data - EDMworks Practitioner Network Event
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The EDMworks Data Practitioner Network

Entity Data Management - Strategic Options and Approaches

13th April 2016, 3:30pm - 5:30pm, followed by networking drinks & refreshments
Complementary event sposored by Sapient Global Markets, Spitalfields, London
Entity data underpins our organisations. It is the basis for our dealings as we interact with people and organisations in different roles and across and between business lines and functions. Every significant business unit, corporate function, system, change project and regulation involves entity data.

Good Entity data underpins our ability to improve the client experience. It enables us to assemble effective views of the client and enrich those views with internal or external data to provide valuable customer insights and create relevant products and engaging experiences.

Good Entity data underpins effective compliance with regulation. Basel III/CRR/CRD, BCBS 239, Solvency II, FATCA/CRS, EMIR, MIFID II, FRTB and emerging regulations on Counterparty Credit Risk depend on entity data.

Historical entity data must be accurately maintained for both analytical purposes and the need to address regulatory or legal challenges that may arise.

Entity data is complex. It comes from multiple sources and needs to be cleansed and integrated to become meaningful for the diverse needs of front-line, operations, marketing, risk, finance and regulatory purposes.

Strategies, tactics and capabilities are essential to manage entity data effectively. Experienced management, skilled staff, effective tools, efficient providers Entity data does not respect departmental boundaries so neither should our approach to managing it. 

Changing mind-sets, enhancing governance, developing skills and cross-functional collaboration models are needed. Capable people working collaboratively with effective governance policies and tools are part of the solution.  

The purpose of the event is to explore multiple perspectives in order to provide attendees with greater breadth and depth on the subject.
Find out more and register for the event


Welcome & Introduction

Dennis Slattery, Chief Executive, EDMworks
Sally Hinds, Managing Director, Data Management Consultancy Services

Entity data underpins the financial world so it is crucial to have clear view of the challenges together with a realistic assessment of the tools and resources necessary to successfully address them.  In this opening session we describe:
  • The Entity Data Landscape
  • “What does good look like?” An architectural perspective and overview of capabilities required for successful management of entity data.

External capabilities: Data Vendors and Utilities

Moderator: Sally Hinds, Managing Director, Data Management Consultancy Services
Mark Davis, General Manager, Avox/DTCC

Andy Adams, Head of Financial Regulatory Solutions EMEA, Thomson Reuters

The supply of high-quality entity data and related utility services is a central pillar of successful entity data management. What is the current state of external data and utility service provision? In this session, Sally Hinds interviews two of the industry’s leading firms to assess:

  • External data services
  • Current status of Utility Models
  • External/internal integration capabilities for creation of ‘Golden Record’
  • Experiences so far and trends for the future

Governance capabilities: Processes, tools and accountabilities

TBA, Sapient Global Markets
Darius Clayton, Director, Diaku

Governance is now mainstream. What does this mean in terms of Entity data management and what are the realistic capabilities of tools to help manage this complex universe? In this session, industry experts from Sapient and Diaku provide insight into:

  • Effective strategies for governing entity data
  • Current capabilities of information mapping tools and techniques for managing entity data universes
  • Data ownership and senior management accountabilities

Developing the capabilities of your people

Dennis Slattery, Chief Executive, EDMworks

The creativity, motivation and persistence of people makes the difference. Ultimately, it is your people who will deliver successful entity data management. In this session, Dennis Slattery explains the essential training programmes and outcomes for effective entity data management at all levels throughout the organisation. The session reviews the skills and competencies required and alternative delivery mechanisms.

End user panel: Q & A Discussion

Moderator: Andrew Delaney, President, A-Team Group
Julia Sutton, Head of Group Customer Data Strategy, Group Data Services, HSBC
Sue Baldwin, Global Reference Data Controls Director, J.P. Morgan
Neville Homer, Head of RWA Reference Data and Data Services, Royal Bank of Scotland

We have covered a lot of ground in the previous sessions. Now it is time to hear from the end users who are making this happen within their firms.  Andrew Delaney will moderate a panel of experts and take questions from the floor.

Close and final remarks

Dennis Slattery, Chief Executive, EDMworks
Sally Hinds, Managing Director, Data Management Consultancy Services

Drinks, refreshments and networking

Courtesy of Sapient Global Markets

About the Data Practitioner Network

The EDMworks Data Practitioner Network (DPN) is a series of regular seminar and networking events held in the City of London. These events are a great opportunity to listen to fascinating insight on the modern developments in the industry through talks given by expert speakers. The talks are followed by a networking session that includes complimentary drinks.
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