List of IVP Enterprise Data Management (EDM) Customers
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Since 2010, our global team of researchers has been studying IVP Enterprise Data Management (EDM) 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 IVP Enterprise Data Management (EDM) 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 IVP Enterprise Data Management (EDM) for CRM and Investor Relationship Management include: GAM Holding, a Switzerland based Banking and Financial Services organisation with 605 employees and revenues of $248.4 million, Securis Investment Partners, a United Kingdom based Banking and Financial Services organisation with 120 employees and revenues of $25.0 million, DFO Management, a United States based Banking and Financial Services organisation with 50 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using IVP Enterprise Data Management (EDM), 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 IVP Enterprise Data Management (EDM) 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 | Insight Source |
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DFO Management | Banking and Financial Services | 50 | $5M | United States | Indus Valley Partners | IVP Enterprise Data Management (EDM) | CRM and Investor Relationship Management | 2014 | n/a | In 2014, DFO Management implemented IVP Enterprise Data Management (EDM) to support CRM and Investor Relationship Management for the Michael Dell family office in the United States. The project is recorded in industry coverage of the firm’s data modernization program at AFTAs 2014, establishing the year and vendor association with Indus Valley Partners. The deployment centered on Indus Valley Partners’ Polaris data warehouse and reference data capabilities, using IVP Enterprise Data Management (EDM) to centralize master data and provide a consolidated reference-data layer. Functional capabilities implemented included centralized master data management, reference data services, and a data warehouse architecture to underpin reporting workflows and investor communications processes. Operationally the scope targeted the family office reporting and investor communications function, consolidating data domains to strengthen data consistency and operational control. The implementation modernized the firm’s data platform to improve reporting accuracy and operational control, as documented in industry coverage of the Polaris EDM usage in 2014. | |
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GAM Holding | Banking and Financial Services | 605 | $248M | Switzerland | Indus Valley Partners | IVP Enterprise Data Management (EDM) | CRM and Investor Relationship Management | 2019 | n/a | In 2019, GAM Holding engaged Indus Valley Partners to implement IVP Enterprise Data Management (EDM) as its CRM and Investor Relationship Management platform. The engagement established a data centric IT ecosystem designed to centralize enterprise data and support middle office and investor reporting processes across the firm, with coverage across EMEA and global investor reporting operations. IVP Enterprise Data Management (EDM) was configured to centralize master data consolidation, standardize reference data, and automate end to end data workflows that feed investor reporting and middle office processes. Functional capabilities implemented included a central data hub, workflow orchestration for data pipelines, data quality and reconciliation routines, and reporting data feeds into investor relations and operations teams. Deployment was delivered by Indus Valley Partners and went live about a year after the 2019 start, with rollout focused on EMEA while supporting global reporting needs. Governance and process changes instituted centralized data stewardship and automated reconciliation workflows to simplify GAM Holding's data architecture and automate enterprise data workflows supporting middle office and investor reporting across the firm. | |
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Securis Investment Partners | Banking and Financial Services | 120 | $25M | United Kingdom | Indus Valley Partners | IVP Enterprise Data Management (EDM) | CRM and Investor Relationship Management | 2020 | n/a | In 2020, Securis Investment Partners implemented IVP Enterprise Data Management, EDM from Indus Valley Partners to automate pricing workflows for its London-based insurance-linked securities funds. The deployment centered on the IVP Price Master SaaS automation module, with a go-live target in the same year for pricing automation. IVP Enterprise Data Management was configured to centralize pricing reference data and orchestrate pricing close activities, using IVP Price Master for automated rate and fee calculations and workflow orchestration. The configuration extended to support CRM and Investor Relationship Management use cases, with investor reporting and IR data flows inferred as part of the centralized data model. The pricing automation integrates with enterprise data flows and reporting to feed investor statements and valuation workflows, connecting finance, pricing, and investor relations data within a single data hub. Operational coverage focused on finance and investor relations teams supporting the London funds, with the IVP EDM SaaS module serving as the authoritative pricing and investor data layer. Rollout governance prioritized shortening the pricing close and standardizing finance and pricing workflows, with process changes implemented to accelerate pricing close cycles. Securis used IVP Enterprise Data Management and IVP Price Master to streamline finance and pricing workflows and to provide automated pricing orchestration within its CRM and Investor Relationship Management environment. |
Buyer Intent: Companies Evaluating IVP Enterprise Data Management (EDM)
- APG Groep, a Netherlands based Banking and Financial Services organization with 4500 Employees
- Radboudumc, a Netherlands based Healthcare company with 12829 Employees
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