Managing data across an investment platform of this scale presented a unique challenge. Key information such as legal entities, investor relationships, and financial commitments were spread across siloed systems and offline spreadsheets, resulting in c.12,000 records. These siloed data sources created friction for reporting and analytics, limited transparency, and increased the risk of errors and duplication.
A prior attempt by internal teams to implement a small section of data within the existing Semarchy xDM platform had stalled due to the complexity of the data, combined with limited in-house expertise, meant the team were not confident pushing into a production state. Complex relationships across the Party domain proved difficult to visualise and manage, making it hard to bring disparate data sources into a single, governed format.
At the same time, the demand for accurate, timely insights was growing. Internally, the firm was already shifting towards a more agile, cloud-based infrastructure, and starting to leverage data lakes. This push made it clear that a more strategic, scalable approach to data management was needed.
Solution: MDM platform customisation to fit business needs
Amplifi was engaged to unlock the full potential of the Party domain. Our team refined and implemented a tailored domain model built to consolidate data from multiple source systems and establish a single, trusted “golden record” for key business entities. Using the Semarchy xDM platform, the team created an intuitive experience for data stewards and business users, enabling easy access to a single, governed view of entity data across the enterprise.
Recognising the need to handle complex data relationships, Amplifi delivered a series of targeted customisations within the MDM platform to improve both user experience and insight. This included tailored configurations to improve the visibility of hierarchies and cross-domain connections, which are crucial in a financial context. A key focus was enabling curated stewardship views, helping business users validate and interact with the data without needing deep technical knowledge.
The engagement began with a focused implementation, addressing a key data domain to build trust and momentum. Working to a tight timeline, Amplifi delivered a production-ready solution with a robust architectural foundation that could scale and build as future requirements emerged.
Results: Trusted data and a path forward
With Amplifi’s support, the business now has a curated set of master data acting as a single source of truth for core domains. The successful implementation of the Party domain has given internal users access to accurate, consolidated records. This has improved visibility, built trust in the data and supported more confident decision-making.
The success of this initiative restored internal trust in the platform and accelerated future adoption of Semarchy for broader MDM needs. Business owners were especially pleased with how Amplifi balanced speed and stability, delivering tangible results within tight timelines. Just as importantly, the proactive approach and ongoing partnership helped establish a clear roadmap for scaling MDM across the enterprise, supporting stronger governance, deeper insights, and future growth.
Amplifi continues to provide strategic and technical support to help the firm mature its data management capabilities, ensuring that trusted data remains a cornerstone of its operations.
Whether you're looking at selecting, implementing, or strengthening your current MDM platform, we can help. Download our guide to Levelling up with MDM below, or, if you're ready to take the next step, get in touch with our MDM experts to start a conversation about how your organisation can master your master data.
Guide | Levelling up with Master Data Management
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