Most financial services firms recognize the need to invest in their data and data processing. After all, data is a key asset of the organisation. However, particularly for the mid-tier firms, it is often the case that organisations will still have to make a strong business case for that investment. And there are many competing calls on investment, such as ongoing adherence to regulations, market reporting, product performance, risk analysis, client marketing, to mention a few.

This whitepaper sets out the main use cases where organisations are likely to feel the biggest pressures on their data management capability and consequently where they are likely to see the biggest benefits of investing in an EDM solution. By analysing the potential benefits of an EDM to each use case highlighted in the whitepaper it can be useful as a checklist or template for data management teams to start building out the business case for investment in EDM projects.