List of Linedata Data Management Customers
Paris, 92200,
France
Since 2010, our global team of researchers has been studying Linedata Data Management 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 Linedata Data Management 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 Linedata Data Management for CRM and Investor Relationship Management include: Mitsubishi UFJ Financial Group, a Japan based Banking and Financial Services organisation with 150800 employees and revenues of $46.76 billion, ICBC Asset Management (Global) Company, a Hong Kong based Banking and Financial Services organisation with 50 employees and revenues of $30.0 million, Cramer Rosenthal McGlynn, a United States based Banking and Financial Services organisation with 25 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Data Management, 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 Linedata Data Management 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Cramer Rosenthal McGlynn | Banking and Financial Services | 25 | $5M | United States | Linedata | Linedata Data Management | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Cramer Rosenthal McGlynn implemented Linedata Data Management as part of a broader Linedata AMP deployment to consolidate front-to-back investment operations. The initiative centralized account-management and investor relationship workflows in a single CRM and Investor Relationship Management platform for its North America operations.
The deployment used Linedata Data Management to support modules for account base management, investor onboarding, order management system workflows, trading lifecycle tracking, compliance monitoring and consolidated reporting. Configuration emphasized front-office CRM functionality and data-integration capabilities within the Linedata Data Management application to enable automated downstream reporting and reconciled investor records.
Operational coverage spanned front office, operations and compliance functions across the firm in North America, with the implementation streamlining front-office-to-reporting automation. The architecture anchored data orchestration in Linedata AMP so the Linedata Data Management CRM served as the authoritative investor and account record for downstream operational processes.
Governance changes standardized onboarding and account governance workflows and aligned reporting pipelines with the central data model. The program explicitly reduced operational costs by over 50 percent as stated in the source, reflecting consolidated operations and automated data paths.
|
 |
ICBC Asset Management (Global) Company | Banking and Financial Services | 50 | $30M | Hong Kong | Linedata | Linedata Data Management | CRM and Investor Relationship Management | 2018 | n/a |
In 2018, ICBC Asset Management (Global) Company implemented Linedata Data Management alongside Linedata multi-asset portfolio and accounting solutions Global Hedge and Mshare to scale cross platform investment operations. The deployment was centered in Hong Kong with an operational emphasis across Asia operations, focusing on custodian interface management and strengthened reporting across APAC. Linedata Data Management is positioned within the CRM and Investor Relationship Management category to consolidate investor records and support client reporting and relationship workflows.
Configuration work emphasized investor data consolidation, CRM and investor relationship workflows, and the orchestration of reporting pipelines that feed investor master data into Global Hedge and Mshare accounting and portfolio modules. Functional capabilities aligned with the CRM and Investor Relationship Management profile included centralized investor profiles, contact and relationship hierarchies, validation logic, and scheduled reporting exports to portfolio and accounting processes.
Integrations targeted custodian interfaces and recurring data feeds into the Linedata portfolio and accounting engines, supporting investment operations and client reporting teams across APAC. Governance and workflow changes consolidated data ownership and standardized CRM workflows to improve consistency in client reporting, and the engagement is reported to have improved reporting capabilities and operational scalability in APAC.
|
 |
Mitsubishi UFJ Financial Group | Banking and Financial Services | 150800 | $46.8B | Japan | Linedata | Linedata Data Management | CRM and Investor Relationship Management | 2015 | n/a |
In 2015, Mitsubishi UFJ Financial Group implemented Linedata Data Management for CRM and Investor Relationship Management. Mitsubishi UFJ Global Custody S.A. in Luxembourg expanded its relationship with Linedata by deploying AIFMD regulatory reporting components Linedata Compliance, Navquest and Reporting to centralize and automate regulatory filings and NAV validation across roughly 185 funds.
The Linedata Data Management deployment centralized disparate reference and regulatory data to support regulatory filings and net asset value validation, aligning data stewardship with fund level reporting requirements. Functional capabilities emphasized compliance reporting orchestration, NAV validation workflows, and investor reporting data consolidation consistent with CRM and Investor Relationship Management processes.
Operational scope targeted finance and regulatory reporting and investor reporting processes within the Luxembourg custody unit, impacting fund accounting, regulatory reporting, and investor services teams. The project provisioned a single repository for reference and regulatory datasets to support end to end reporting and validation across the fund population.
Governance changes formalized data ownership and audit trails to support regulatory auditability, and automated data flows used for AIFMD filings and NAV oversight. The implementation explicitly improved accuracy and auditability by centralizing data and validation workflows within Linedata Data Management.
|
Buyer Intent: Companies Evaluating Linedata Data Management
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||