Reinvent financial data for growth, compliance, and trust
The financial world runs on data, but when that data is fragmented, duplicated, or incomplete, it slows growth, creates compliance risk, and erodes customer confidence.
From banks and insurers to private equity firms, financial institutions depend on trusted data to deliver value, manage risk, and stay compliant in an increasingly complex landscape. This industry brochure explores how leading organizations are using Semarchy to create a single source of truth that powers efficiency, governance, and innovation across the financial ecosystem.
Share this post
Loading form...
Why trusted data matters more than ever in financial services
Financial institutions sit on a goldmine of information, like customer portfolios, risk models, fund structures, and regulatory data, yet much of it remains trapped in silos. As the industry races toward real-time insights, ESG reporting, and AI-driven decisioning, trusted data is vital for faster compliance, sharper risk management, and stronger client relationships.
Semarchy helps financial services organizations:
- Create a 360° customer view: Unify data across products, channels, and systems to improve personalization, risk modeling, and customer retention.
- Govern reference data for accuracy: Maintain consistent, validated rate codes, classifications, and risk models across insurance and banking operations.
- Master legal entity data: Gain visibility into ownership structures, portfolios, and regulatory exposure for private equity and investment management.
- Enable compliance and transparency: Simplify reporting and meet KYC, AML, and GDPR obligations with auditable, lineage-rich data.
- Accelerate modernization: Integrate new technologies such as AI, ESG reporting, and open banking initiatives on a clean, governed foundation.
A look inside
The state of financial data today
Explore the challenges financial institutions face with siloed systems, inconsistent data, and regulatory complexity.Customer 360 in action
How unified customer views empower banks and insurers to improve risk scoring, loyalty, and product recommendations.Managing reference and regulatory data
Why consistent rate codes and classifications are critical for accuracy in risk and compliance modeling.Entity mastery for private equity
How firms gain full visibility into portfolio exposure, ownership structures, and sector concentration risk.Real-world results
See how organizations like APRIL Insurance, AAIS, and Oaktree Capital Management are using Semarchy to streamline operations, cut time-to-market, and modernize compliance.Trust your data and your peers
We were recognized for our innovative and dynamic solutions in the Gartner® 2024 Peer Insights™ report, affirming our commitment to high-quality data management. Gartner synthesizes real user reviews into insights. 97% of customers are willing to recommend Semarchy.
Learn more
We were recognized as a Champion in Master Data Management by Software Reviews, powered by Info-Tech. Software Reviews evaluates feedback data directly from verified end users about their experience with top software providers. Semarchy outperforms its competitors across all key satisfaction metrics.
See why
We made the Constellation Research Inc. ShortList™ for Master Data Management. Constellation evaluates more than 15 solutions and creates its ShortList™ based on client inquiries, partner conversations, customer references, vendor selection projects, market share, and internal research.
See the listExplore and learn more
From blog posts to product guides and everything in between, we’re here to help you along your data journey.