Financial Services

GET IT CLEAN, KEEP IT CLEAN. WITHOUT BREAKING THE BANK

You live and breathe data – your firm depends on the accuracy of its data to function. Over the past decade, you’ve invested in technology, people and processes to build your reference data strategy and help ensure the integrity of your data banks. However, change is constant and despite your investments, data goes bad. It can happen in the blink of an eye or as an incremental process over months and years. In the wake of the global financial crisis, the risk associated with inaccurate data is headline news and more visible than ever. Straight through processing, compliance and risk profiles are increasingly complex due to inaccurate data. The risks are huge. Does your additional investment need to be too?

We think not.

At Mobius Knowledge Services, we provide targeted, cost-effective solutions to your data problems. We specialize in helping financial services firms clean, collect, integrate and maintain accurate data on clients and business entities. We deliver incremental improvement and enable firms to leverage their existing investments. In today’s market, the reference data imperatives are to understand the big picture, get your data clean and keep your data clean. Our technology-enabled services approach makes the tactical possible while supporting your big picture strategy.

Our Offerings

Mobius creates customized solutions for each client based on their unique requirements. We are not a software provider. We are not an information vendor. We are a technology-enabled service provider that leverages people, processes and technology to ensure the highest levels of data integrity for our clients. Our focused offerings for the financial services sector include:

Reference Data Services – we collect, clean, augment, enrich and maintain:

• Business Entity Data
• Counterparty and Corporate Linkages Data
• Security Master Services
• Corporate Actions

Database Creation and Maintenance – we build, populate and maintain new customized databases and enhance client’s existing databases. If the data is publicly available, we will find it. Examples include:

• Mergers and Acquisitions - by deal size, geography or industry focus
• Initial Public Offerings (IPO) - by geography or industry
• Company Fundamentals - including detailed income and balance sheet data
• Hedge Funds - corporate details, fund, strategy, and size