List of Finbourne LUSID – Operational Data Store (ODS) Customers
London, EC4V 5ER,
United Kingdom
Since 2010, our global team of researchers has been studying Finbourne LUSID – Operational Data Store (ODS) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Finbourne LUSID – Operational Data Store (ODS) for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Finbourne LUSID – Operational Data Store (ODS) for CRM and Investor Relationship Management include: Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Pension Insurance Corporation, a United Kingdom based Insurance organisation with 604 employees and revenues of $3.17 billion, Baillie Gifford, a United Kingdom based Banking and Financial Services organisation with 1839 employees and revenues of $1.32 billion, Railpen, a United Kingdom based Banking and Financial Services organisation with 580 employees and revenues of $150.0 million and many others.
Contact us if you need a completed and verified list of companies using Finbourne LUSID – Operational Data Store (ODS), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Finbourne LUSID – Operational Data Store (ODS) customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Baillie Gifford | Banking and Financial Services | 1839 | $1.3B | United Kingdom | Finbourne technology | Finbourne LUSID – Operational Data Store (ODS) | CRM and Investor Relationship Management | 2021 | n/a |
In 2021, Baillie Gifford implemented Finbourne LUSID – Operational Data Store (ODS) as an Investment Book of Record to provide a consolidated, real-time source of investment data across equity, fixed income and multi-asset portfolios in the United Kingdom. The project was scoped to strengthen finance and investment data management and to support CRM and Investor Relationship Management use cases by centralizing portfolio and investor-facing data for front-office and middle-office workflows.
Finbourne LUSID – Operational Data Store (ODS) was configured to centralize instrument master records, normalized transaction and holding ledgers, time-series pricing and corporate action feeds, and to persist versioned portfolio states for deterministic reconciliation. Configuration emphasized data lineage, audit trails and deterministic IBOR processing, aligning operational capabilities with performance measurement and risk calculation inputs.
The deployment used API-led connectivity and connector patterns to ingest market data, trade capture feeds and reference data, and to publish normalized positions and valuations into performance and risk workflows and investor reporting channels. Operational coverage included investment operations, performance analytics, risk teams and investor relations in the United Kingdom, with the ODS serving as the canonical source for downstream consumers.
Governance changes focused on introduced data stewardship, standardized reconciliation processes and explicit lineage tracking to reduce manual intervention in performance and risk workflows. The implementation delivered improved data lineage and operational efficiency across performance and risk workflows, positioning Baillie Gifford Finbourne LUSID – Operational Data Store (ODS) CRM and Investor Relationship Management to support integrated investment operations and investor-facing reporting.
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Finbourne technology | Finbourne LUSID – Operational Data Store (ODS) | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Northern Trust selected Finbourne LUSID - Operational Data Store (ODS) and Luminesce to modernize valuations and reporting and integrate with its Matrix Data Platform across its global operations. The engagement centers on deploying Finbourne LUSID - Operational Data Store (ODS) to support finance valuations and reporting workflows and to enable enterprise data delivery to clients in the United States and other global regions. This work is positioned within the CRM and Investor Relationship Management category as the ODS will feed investor reporting and client-facing data services.
The implementation configures Finbourne LUSID - Operational Data Store (ODS) as a centralized operational data layer, implementing canonical data models for instrument and portfolio valuations, event and market data ingestion pipelines, and reporting aggregation capabilities. Typical functional modules implemented include valuation data orchestration, reporting and extract services, data normalization and enrichment layers, and API-first access for downstream consumers. Workstreams infer standard ODS capabilities such as batch and near real-time feeds, reconciliation interfaces, and role-based data access control to support financial close and client reporting cadences.
Integration scope explicitly includes Northern Trusts Matrix Data Platform as the primary enterprise data source and sink, with Finbourne LUSID - Operational Data Store (ODS) serving as the operational nexus between valuation engines, market data feeds, and downstream reporting systems. Operational coverage targets finance teams responsible for valuations and reporting, enterprise data teams owning data delivery, and client reporting channels across the United States and global sites. Luminesce is named in the selection and is part of the delivery ecosystem supporting configuration, data mapping, and integration workstreams.
Governance and rollout planning emphasize governed data delivery and workflow changes for valuations and reporting, including defined data stewardship, controlled rollout phases to finance and client delivery teams, and integration testing with the Matrix Data Platform. The narrative focuses on structural implementation details and the alignment of Finbourne LUSID - Operational Data Store (ODS) with Northern Trusts finance and client data delivery functions within CRM and Investor Relationship Management.
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Pension Insurance Corporation | Insurance | 604 | $3.2B | United Kingdom | Finbourne technology | Finbourne LUSID – Operational Data Store (ODS) | CRM and Investor Relationship Management | 2023 | n/a |
In 2023, Pension Insurance Corporation selected Finbourne LUSID – Operational Data Store (ODS) to provide enterprise financial data management aligned with CRM and Investor Relationship Management functions. The Finbourne LUSID – Operational Data Store (ODS) deployment is positioned to consolidate private asset, ESG, market, reference, pricing, analytics, ratings and trading data into a unified operational data store, creating a single view for investment and client facing workflows.
The implementation leverages Finbourne’s cloud native LUSID platform together with the Luminesce financial data virtualization engine, using API first data management to migrate toward a standardised data model. Configuration emphasis includes data consolidation rules and automated validation logic that apply complex rules across multiple fields and sources, and the instrumenting of data lineage for traceability and auditability.
PIC will use Finbourne’s off the shelf integrations to ingest and validate multiple external data sets, explicitly including private markets and fixed income, securities master, ESG, pricing, transactions, positions and cash balances. Operational scope is enterprise wide, improving accessibility for a broad range of users across investment, operations and reporting functions and enabling timely access to validated data for decision making.
Governance changes focus on the adoption of a standardised data model, centralized validation workflows and a programme of migration that uses API driven services to onboard complex data sets. The approach formalizes end to end transparency and data lineage capture, supporting more consistent financial reporting controls and alignment between investment teams and data operations.
Pension Insurance Corporation describes expected outcomes as improved data accuracy and availability across the enterprise, a scalable platform able to adapt to new and complex data sets, and enhanced support for their investment strategy and reporting requirements. These outcomes are positioned to increase confidence in data quality for CRM and Investor Relationship Management use cases and to provide a foundation for more transparent financial reporting.
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Banking and Financial Services | 580 | $150M | United Kingdom | Finbourne technology | Finbourne LUSID – Operational Data Store (ODS) | CRM and Investor Relationship Management | 2021 | n/a |
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Buyer Intent: Companies Evaluating Finbourne LUSID – Operational Data Store (ODS)
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