Making the most of data management utilities

transcript

DataManagementReview.comNovember 9, 2017

Welcome to A-Team Group’s webinar

Making the most of data

management utilities

A recording of this webinar can be found

http://resource.datamanagementreview.c

om/webinar-recording-data-

management-utilities-nov2017

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Moderator:

Sarah Underwood, Editor, A-Team Group

Panel Member: Sue Baldwin, Vendor Management

Expert and Independent Consultant

Areas of Expertise:

• Independent data management consultant

specialising in driving data strategy and data

privacy across organisations

• 30 years of experience in financial services

• Currently working on a GDPR project for The London

Markets Target Operating Model Program

Panel Member: Howard Rees,

Global Head of Sales, Bloomberg PolarLake

Areas of Expertise:

• Heads PolarLake's sales efforts globally with teams

in the Americas, EMEA and Asia

• Part of the executive team responsible for the

strategic direction of the firm

• In the past 12 months, has been involved in the

sale and subsequent implementation of the utility

at three global Tier 1 asset managers, one Tier 1

investment bank, and numerous mid-size buy-side

and sell-side firms

The state-of-play on adoption of data management utilities

Elements of data management utilities can perform for clients

Most common use cases of utilities and types of clients onboard

How data is sourced and managed in a mutualised environment

Maximising the benefits of data management utility technology

Client responsibilities and potential barriers to implementation

How to implement a data management utility to best effect

Advice for organisations considering a data management utility

Talking Points

State-of-play on data management utility uptake

Elements of data management a utility can

perform for clients

Common use cases of utilities and types of users

that are already onboard

Data sourcing, data management and meeting

the needs of individual clients in a mutualised

environment

Lines of responsibility between a utility and its client

Benefits of using a data management utility

• Mutualised service

• Enhanced data quality

• Better data timeliness

• Reduced costs

• Simpler data sourcing

• Iterative improvement

Potential barriers to implementing a data

management utility

• Lack of understanding

• Management buy-in

• Budget constraints

• Legacy systems

Practical approaches to implementing a utility

Development of utilities over the next few years

• Expanded use cases

• Different data types

• Additional clients

• New technologies

Advice for organisations considering use of a

data management utility

Thank you to our sponsor

Contact:

howard.rees@bloombergpolarlake.com

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