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Financial services firms have vast quantities of data, much of which is used during the course of their day-to-day operations. This case study explores the use of data management tools to improve business efficiency and yield a range of business benefits.


  • Schroders' experience with Experian provides a good example of how a data management tool can quickly fit into a financial services firm's operations and deliver a range of rewards.

Features and Benefits

  • Evaluates the benefits of using the latest data management systems.
  • Explores how data management helped transform Schroders' operational efficiency.

Key questions answered

  • What are the key business benefits of new data management platforms?
  • What is best approach to securing management buy-in to non-core solution implementation?

Table of contents


  • Catalyst
  • Ovum view
  • Key messages

Recommendations for the industry

  • Data management tools provide more than just efficiency benefits
  • Vendors need to consider ease of use and implementation more

Improving data quality within Schroders

  • Gaining insights into complex data processes and architectures to enable operational improvements
  • Installing a new data management and monitoring system

Lessons learned

  • Data management tools free operations teams for bigger tasks
  • Speed and simplicity are vital for non-core solutions
  • Fixing data faults boosts morale as well as business efficiency


  • Methodology
  • Further reading
  • Author

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