Designing and coordinating a client self-assessment to measure BCBS-239 compliance against the 11 principles.

Element22 helped a financial services firm turn Regulation S-P from policy into practice by translating requirements into clear controls, ownership, and evidence. The result was a fully traceable, operational compliance model that supports consistent execution and audit readiness.

A diversified financial services firm integrated data from a newly acquired market-making operation into its Fixed Income Capital Markets business, creating a centralized data catalog to enhance analytics, risk management, and regulatory compliance.

A leading global asset manager partnered with Element22 to transform how it manages index data sourcing and licensing.

A leading global asset manager partnered with Element22 to develop an industry benchmark highlighting trends, maturity, and competitive insights in advanced analytics and alternative data adoption.

A leading private equity firm assessed two financial data management companies to evaluate their investment potential and strategic fit within its data and technology portfolio.

Two leading global financial information providers explored combining their commoditized data services to reduce costs, improve efficiency, and restore profitability while continuing to deliver essential content to clients.

A global wealth and asset management firm, growing rapidly through acquisitions and mergers, faced significant data fragmentation across Salesforce, legacy tools, and regional platforms.

A global investment and wealth management firm unlocked the value of its data with AI-driven forecasting, client segmentation, and portfolio optimization—empowering teams with predictive insights, personalized recommendations, and actionable analytics to drive growth and enhance client satisfaction.

A boutique financial institution modernized its legacy systems with a cloud-based data lakehouse, unifying fragmented platforms, enabling real-time insights, streamlining manual processes, and creating a scalable foundation for analytics and growth.

A global investment firm needed a solution to unify fragmented account data into a true client view and enable actionable analytics.