List of S&P Global Enterprise Data Management (ex IHS MarkitEDM) Customers
S&P Global
55 Water Street,
New York, 10041, NY,
United States
New York, 10041, NY,
United States
1 212-438-1000
Banking and Financial Services
42350
$14.2B
Since 2010, our global team of researchers has been studying S&P Global Enterprise Data Management (ex IHS MarkitEDM) 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 S&P Global Enterprise Data Management (ex IHS MarkitEDM) 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 S&P Global Enterprise Data Management (ex IHS MarkitEDM) for CRM and Investor Relationship Management include: HSBC, a United Kingdom based Banking and Financial Services organisation with 212409 employees and revenues of $67.40 billion, Reinsurance Group of America, a United States based Insurance organisation with 3900 employees and revenues of $18.34 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, AXA Investment Managers, a France based Banking and Financial Services organisation with 2500 employees and revenues of $1.69 billion, New York Life Investments, a United States based Banking and Financial Services organisation with 3500 employees and revenues of $900.0 million and many others.
Contact us if you need a completed and verified list of companies using S&P Global Enterprise Data Management (ex IHS MarkitEDM), 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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AXA Investment Managers | Banking and Financial Services | 2500 | $1.7B | France | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2014 | n/a |
In 2014, AXA Investment Managers implemented S&P Global Enterprise Data Management (ex IHS MarkitEDM) in a targeted initiative to reproduce and enhance Credit Risk functionality within its CRM and Investor Relationship Management context. The engagement ran from January 2014 to July 2014 at AXA's Paris site and was executed by a five-person delivery team focusing on Credit Risk and data management workflows.
The implementation used Markit EDM CADIS versions v8.5.2 and v9.5 as the core repository and metadata management layer, with a bespoke User Interface built in ASPX to mirror the existing Credit Risk product functionality. Excel and VBA were used for end user automation and data manipulation tasks, while SQL Server 2008 served as the persistence and reporting database, enabling configuration of CADIS objects and data quality routines.
Operational scope centered on the Credit Risk business function and associated data stewardship capabilities inside AXA Investment Managers, with the project workstream dedicated to UI parity, process rationalization and data quality controls. The team re-engineered implementation patterns to optimize process flows, improve data quality enforcement and address performance constraints, aligning the S&P Global Enterprise Data Management application with institutional CRM and investor relationship data needs.
Technical governance emphasized CADIS configuration management, scripted Excel automations and SQL Server performance tuning as part of the rollout, preserving existing functional behaviors while consolidating data management processes. S&P Global Enterprise Data Management (ex IHS MarkitEDM) was the named platform for this CRM and Investor Relationship Management focused delivery, supporting Credit Risk operations through upgraded UI, metadata governance and backend optimization.
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BMO Global Asset Management Canada | Banking and Financial Services | 250 | $40M | Canada | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2018 | n/a |
In 2018, BMO Global Asset Management Canada implemented S&P Global Enterprise Data Management (ex IHS MarkitEDM) to support CRM and Investor Relationship Management related trade and security data orchestration. The program targeted Canadian middle and back office workflows while preserving front office connectivity, reflecting an implementation scope that included ETF and mutual fund migration tranches and multi asset class trade flows.
S&P Global Enterprise Data Management (ex IHS MarkitEDM) was configured to handle security master functions, trade data transformation, and message orchestration for trade lifecycle events. The implementation included detailed data mappings for Canadian accounts, file definitions and delivery schedules, and a new security setup workflow in CRD, and it processed FpML message formats for trade and security extracts.
Integrations were explicit and coordinated across Charles River Development CRD, StateStreet operational systems, and SimCorp for back office settlement and reconciliation workflows. The solution managed end to end trade management workflows for Equity, Fixed Income, Money Market, Options, and CDX, with trade entries originating in CRD, extracts flowing through S&P Global Enterprise Data Management, and processed files returned from StateStreet to update securities, positions, and portfolios.
Governance and rollout emphasized testing and operational readiness, driven by a BA UAT consultant who elicited interface requirements, produced the solution testing strategy, developed test cases from Jira user stories, and managed a testing dashboard with T and O stakeholders. UAT validated trade blotter entry, life cycle events across asset classes, security and broker setup, position validation, compliance rule checks, and manager rebalancing workflows, while QA monitoring tracked defects, root cause analysis, and training of QA teams on Charles River trade lifecycles.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2012 | n/a |
In 2012, Franklin Templeton implemented S&P Global Enterprise Data Management (ex IHS MarkitEDM) for CRM and Investor Relationship Management, targeting consolidated investor relationship and risk data to support regulatory reporting and fund oversight. The deployment was positioned to serve business, IT, and finance stakeholders responsible for regulatory compliance and risk reporting.
Deployment included regulatory and risk data management capabilities, a performance risk book of record and a greenfield Exposure Book of Record EBOR. The team developed an inhouse solution to satisfy SEC22e4 Liquidity Risk requirements, creating calculation verification tests, and executing sprint user acceptance testing with formal sign off to validate regulatory logic.
Architecturally the implementation integrated S&P Global Enterprise Data Management (ex IHS MarkitEDM) into a DI pub/sub messaging framework to publish and subscribe foundational data, standardise data interfaces and reduce the number of source systems. The EBOR work refactored mutual fund data representation to enable a flexible risk oversight and reporting framework, aligning data models with risk and performance use cases.
The program was executed within a Disciplined Agile framework, using sprint cycles for UAT, requirements refinement and staged governance gates. Governance artifacts included a defined data management post implementation support model and sign off criteria tied to regulatory test coverage and operational handover.
The project was held up internally as a model project at Franklin Templeton, with explicit outcomes recorded as a reduction in source proliferation, standardized interfaces and substantial improvements in data timing and data quality for risk and reporting functions. These structural changes supported more consistent investor relationship and risk reporting across the firm.
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HSBC | Banking and Financial Services | 212409 | $67.4B | United Kingdom | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2015 | n/a |
In 2015 HSBC implemented S&P Global Enterprise Data Management (ex IHS MarkitEDM) to consolidate investor and transaction reference data within its CRM and Investor Relationship Management environment. S&P Global Enterprise Data Management was provisioned to support Fund Accounting workflows and the transaction lifecycle data used by HSBC asset servicing teams.
The deployment emphasized transaction capture, feed ingestion and data validation modules, with configuration of reconciliation engines, data quality management and reporting capabilities. The S&P Global Enterprise Data Management application was configured to handle trade capture, duplicate and missing feed detection, reconciliation workflows and the production of monthly management information.
Integrations were established with Tradeflow, Markit, Omgeo ALERT and CTM for settlement and trade matching feeds, and Tableau was used for MI collation and production. Operational coverage extended across Fund Accounting, Settlement Control, Trade Matching and Transaction Management functions, with onshore control in City of Edinburgh and oversight of offshore BAU teams in Kolkata and Colombo, plus go live training activity in Malaysia and the Philippines.
Governance changes included formalized onshore oversight of offshore teams, escalation and investigation processes for reconciliation discrepancies and feed issues, and direct client facing issue resolution protocols. Operational handoffs were organized to support continuous BAU transaction processing and to coordinate reconciliations between fund accounting and custody settlement systems.
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HSBC Ireland | Banking and Financial Services | 420 | $130M | Ireland | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2014 | n/a |
In 2014, HSBC Ireland implemented S&P Global Enterprise Data Management (ex IHS MarkitEDM) for CRM and Investor Relationship Management. The deployment focused on centralizing investor and client master data to support securities services and fund administration workflows. Configuration emphasized master data management modules, entity hierarchies, relationship mapping, reference data governance, and role based access controls, aligning with CRM and Investor Relationship Management functional workflows. Implementation work included data validation rules, stewardship workflows, and workflow automation for client onboarding and investor reporting. The S&P Global Enterprise Data Management (ex IHS MarkitEDM) instance was structured to provide a single source of truth for client records and investor relationship attributes. Operational scope covered HSBC Securities Services, fund administration teams, compliance and operations groups across multiple international locations, coordinated by a central project management office. Project governance used RAID logs, RACI matrices, Senior Working Group meetings, staged Agile minimum viable product releases, and BAU release management to control changes and maintain regulatory reporting timelines. The program established a remote business analyst center in Kolkata to provide ongoing configuration, testing and BAU support, with recruitment, training and offshore secondments managed as part of rollout activities. Stakeholder engagement was managed through regular working group meetings and formal progress reporting to senior management. Deliverables included releasing new functionality to end users and reducing reliance on offline spreadsheets and manual tasks through configuration and process automation. Risk and issue management was maintained throughout, with focus on protecting NAV and regulatory reporting processes as part of systems change activities.
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Banking and Financial Services | 5000 | $585M | United Kingdom | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2014 | n/a |
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Banking and Financial Services | 1700 | $230M | Sri Lanka | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2014 | n/a |
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Banking and Financial Services | 300 | $50M | United States | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2013 | n/a |
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Banking and Financial Services | 3500 | $900M | United States | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2016 | n/a |
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Insurance | 3900 | $18.3B | United States | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating S&P Global Enterprise Data Management (ex IHS MarkitEDM)
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating S&P Global Enterprise Data Management (ex IHS MarkitEDM). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating S&P Global Enterprise Data Management (ex IHS MarkitEDM) for CRM and Investor Relationship Management include:
- Mountain V, a United States based Oil, Gas and Chemicals organization with 1550 Employees
- Israel Israel & Purdy, a United States based Professional Services company with 85 Employees
- EPAM Systems, a United States based Professional Services organization with 59300 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD S&P Global Enterprise Data Management (ex IHS MarkitEDM) Coverage
S&P Global Enterprise Data Management (ex IHS MarkitEDM) is a CRM and Investor Relationship Management solution from S&P Global.
Companies worldwide use S&P Global Enterprise Data Management (ex IHS MarkitEDM), from small firms to large enterprises across 21+ industries.
Organizations such as HSBC, Reinsurance Group of America, Franklin Templeton, AXA Investment Managers and New York Life Investments are recorded users of
S&P Global Enterprise Data Management (ex IHS MarkitEDM) for CRM and Investor Relationship Management.
Companies using S&P Global Enterprise Data Management (ex IHS MarkitEDM) are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using S&P Global Enterprise Data Management (ex IHS MarkitEDM) are most concentrated in United Kingdom, United States and France, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of S&P Global Enterprise Data Management (ex IHS MarkitEDM) across Americas, EMEA, and APAC.
Companies using S&P Global Enterprise Data Management (ex IHS MarkitEDM) range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 30%, large organizations with 1,001-10,000 employees - 50%, and global enterprises with 10,000+ employees - 20%.
Customers of S&P Global Enterprise Data Management (ex IHS MarkitEDM) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified S&P Global Enterprise Data Management (ex IHS MarkitEDM) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM and Investor Relationship Management.