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Financial Data Management Services

Implementation 

The Cadis Professional Services Team understands the importance of delivery & fitness for purpose. Some of the most attractive features Cadis offers:  

  • the ability to implement quickly
  • business benefits & a ROI within weeks & not years
  • concurrent configuration
  • rapid development approach
  • interconnecting components
  • best practices for clients to become self-sufficient

Support

Once an implementation has gone live, responsibility for maintaining the build rests between the client’s own support apparatus & Cadis Support. Cadis provides its clients with:

  • common support type scenarios 
  • a logical step-through of likely resolutions
  • the ability to escalate issues to Cadis Support
  • the ability to log into Cadis Direct to monitor progress of issues


Training

Training on Cadis is continually evolving to ensure that clients get exposure to all the new features within Cadis. This has been updated to show-case many of the new features within V7. The course is offered usually over three days & is designed to ensure maximum hands-on experience in a real-world type scenario. This course ensures:

  • that every participant gets exposure to every component within the EDM platform
  • the best courses with attendees from many disciplines (IT Dev, BA, User, DBA)
  • an understand of the outcomes when configuring Cadis
  • confidence in tackling real world configuration 

Packages

Cadis uses packages for version upgrades, which speed up the migration of components between environments in a safe and secure manner. The packaging can:

  • allow for multiple components, stored procedures & table definitions to be grouped together & then exported or imported
  • create a series of pre-configured plug-ins that primarily are aimed at reducing duplication of effort
  • create a suite of 80 different source & destination systems along with a robust exceptions process


Design

Cadis implementations tend to be focused on concrete goals based around high value-add issues. Success in these often equates to other uses for the product becoming relevant, perhaps within a different division or for easing problems in an alternative entity - going from a master Security to help in creating a master Price for example. Clients who are live already often prefer to:

  • consult with the Professional Services team to actively engage in the design of a new solution
  • ensure time estimates are reasonable but challenging
  • proceed through our support & continue with design consultations

Offsite Implementation

Cadis now offers Offsite Implementation services to supplement an ongoing implementation or to assist with kick-starting new development phases for both new and existing clients. Some of the key features this team offers include:

  • consultation services with Cadis professionals for design and requirements phases
  • help reduce your implementation schedule by supplementing your onsite development
  • certification that each build conforms to Cadis best-practice guidelines
  • reduce your project costs and simplify your implementation
Additionally, Cadis now offer a number of other new services including:

  • a fully hosted service, accessed via a site-to-site VPN, to ensure the highest protection of your data
  • Cadis upgrade assistance to ensure you have a smooth upgrade path to access new Cadis features

 

09 May 2012
Markit to acquire enterprise data management specialist Cadis
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02 May 2012
Cadis strategic gateway implemented by Northern Trust
Read more >>
23 March 2012
Ignites - Firms take action to avoid pitfalls of bad data
Read more >>
22 May 2012
North American Financial Information Summit 2012
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22 May 2012
Buy-Side Technology European Summit 2012
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12 June 2012
Paris Financial Information Summit 2012
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Cadis plug Ins:

Algorithmics
Barclays ILB
BESA
Bisys
Blackrock Solutions Aladdin
Bloomberg (Per Security and Back Office)
Bloomberg POMS
Charles River Investment Management Systems
Citigroup
Credit Delta
Data Agent
Deutsche Bank
Eagle PACE
Exshare
FactSet
FIDB
FMC Sylvan
IDC
FTS
Fundamental
GIB
HiPortfolio
ICON
IDB
INET
Intex
ITG Macgregor
Johannesburg Stock Exchange
KLD
Latent Zero
Lehman
LongView
Markit
Maximis
Merrill Lynch
Midas
MSCI
NAIC
Orbis
PIMS
S&P
Simcorp Dimension
Statestreet
ThinkFolio
Thomson Portia
Vestek
Wallstreet
WGBI
Worldscope
Xenomorph
Yield Book
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