Financial Services
Master data, risk reporting, and automation for regulated financial firms.
Financial firms live and die by data accuracy — counterparties, accounts, instruments, and positions must reconcile everywhere they appear. We implement master data and governance programs built for regulatory scrutiny.
By automating manual reconciliation and reporting workflows, we return entire workweeks to your operations teams while improving auditability.
Outcomes we deliver
Automated master data pipelines
Regulatory-grade lineage & controls
Hours of manual reconciliation eliminated weekly
40 hrs
of manual Excel entry eliminated per week
A financial services firm reconciled counterparty and account master data by hand in spreadsheets. We designed and built an automated MDM pipeline on Profisee — match, merge, survivorship, and stewardship workflows — eliminating 40 hours of manual Excel entry every week and giving the business one governed source of truth.