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    • Industries

      Institutional Asset Management

      We guide asset managers through technology transformation, integration, and optimization with a consultative and strategic approach.

      Private Markets

      We can help guide your organization towards a holistic approach for both public and private market portfolios.

      Pension Funds

      We work pension funds to navigate the complexities of modern investment management by delivering technology-driven transformation strategies.

      Insurers

      We specialize in investment management transformation for insurers, helping them adapt, optimize, and scale their investment strategies.

      Central Banks

      We specialize in delivering strategic consulting services tailored to central banks, facilitating the seamless integration and optimization.

      Sovereign Wealth Funds

      We transform investment operations, optimize portfolio performance, and strengthen governance and risk frameworks

    • Capabilities

      Our Capabilties

      Finarch have helped global clients, implement & sustain industry leading digital platforms. 

      Strategic Consulting

      Helping Capital Markets firms define and shape their roadmap, aligning strategy with business goals and market demands.

      Advisory Services

      Empowering Capital Markets firms to optimize and future-proof their business by delivering expert guidance on operating model assessment, technology architecture review, and vendor selection.

      Implementation Services

      Providing unmatched business and technology expertise, delivering value across the full project lifecycle throughout complex transformations.

      Managed Services

      Delivering flexible and cost-effective expert support, covering application maintenance, enhancements, troubleshooting and user training. 

      Staff Augmentation Services

      Offering access to specialized expertise, allowing our clients to quickly supplement their existing teams with professionals.

    • Expertise

      Capital Market Systems

      FINARCH empowers asset managers and capital markets clients to thrive in an evolving financial landscape through deep expertise in investment management systems.

      Private Market System

      We offer Private Markets firms a comprehensive suite of services to guide clients through every phase of their digital transformation journey.

      SimCorp One

      As one of the largest independent Dimension teams in North America, we guide you through planning, implementation, and post-project support.

      Data Management

      We work with our clients to develop a long term plan  that defines the people, processes and technology required to achieve your desired analytical and reporting needs.

      Reporting & Integration Technologies

      FINARCH empowers our capital market and asset management clients with cutting-edge reporting solutions and seamless integration services

    • Insights

      Market Insights

      Expert analysis on market trends, regulatory changes, and investment strategies shaping the financial landscape.

      Case Studies

      Real-world success stories showcasing our impact on financial institutions through data-driven solutions.

      Company News

      Updates on our innovations, partnerships, and industry contributions.

    • About Us

      Leadership

      Our team of industry experts.

      Contact

      Get in touch with our specialists for tailored solutions and expert guidance.

      Careers

      Join a dynamic team at the forefront of financial technology and investment solutions. Explore opportunities to grow and innovate with us

FINARCH Connect
  • Industries
    • Institutional Asset Management
    • Private Markets
    • Pension Funds
    • Insurers
    • Central Banks
    • Sovereign Wealth Funds
  • Capabilities
  • Expertise
  • Insights
  • About Us

< Back to Expertise

Data Management

At FINARCH, we understand having accurate, timely and reliable data is what powers financial decision making.  Our Data Strategy Service enables our clients to realize a return on the power of their data.   We work with our clients to develop a long term plan  that defines the people, processes and technology required to achieve your desired analytical and reporting needs.

Why is Data Management Important?

With artificial intelligence, XaaS data and service providers, and the ever-growing need to use data for alpha generation, asset managers face significant challenges in data management. These challenges include, including fragmented data silos, inconsistent data quality, moving to a self-service model, costs, lack of technical expertise, and – mostly important – lack of data quality and cleaning tools.

These issues hinder operational efficiency, impede accurate reporting, reduce front office ability to generate alpha and expose firms to compliance risks as regulatory demands evolve. Additionally, the rapid growth of data volumes and the need for real-time insights strain legacy infrastructures, making scalability and agility critical concerns.

FINARCH addresses these challenges by delivering tailored data management solutions that unify systems, automate workflows, and ensure data integrity. Our expertise in system implementation and integration enables asset managers to consolidate data sources, eliminate silos, and help to establish a single source of truth.

Our Approach

Data Strategy 

Data Strategy is your organizations vision for data – or in other words a data blueprint.  The data strategy defines your transformation goals, which could be a new data lake or enterprise data warehouse.  Our view is that data management should be business-driven and not technology-driven. It must align with the overall business strategy, and create value for the business. 

Data Management

Data Management is the data governance layer of how data is managed within your organization.  It defines data policies and standards, architecture, master data/gold copy, metadata and other frameworks.  Our view is that data management should be defined by the needs of the business and users and the data governance should be aligned to those needs.

 

Data Analytics/Reporting

Data Analytics/Reporting is how your organization users your data.  Typically it is the Reporting layer which could include Business Intelligence (BI) or other tools.  Our view is this layer should be as self-serve as possible.  For some organizations, this is typically challenging as they move from a batch-report mindset.  The goal is to empower all users within the organization to leverage and harness the power of data without having to request IT/technical help

Our comprehensive approach includes designing scalable, cloud-based architectures that adapt to evolving data needs, enabling real-time analytics and decision-ready dashboards. FINARCH integrates our technical know-how, combined with our domain and functional expertise to harmonize legacy systems with modern platforms, minimizing disruption and maximizing ROI of your data assets.

< SimCorp One

Reporting & Integration Technologies >

Advisors

Paul Benton, CFA

Partner

Edward Wong, CFA

Partner

Related

  • Case Studies

Case Study – Global Insurer and Asset Manager Digital Transformation

⋅
April 7, 2025

Simplifying complexity
through seamless digital transformation.

© 2025 Copyright FINARCH LLC

  • Capabilities
  • Industries
  • Expertise
  • Insights
  • About Us
  • Capabilities
  • Industries
  • Expertise
  • Insights
  • About Us

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