finance master data management

Maintain trust and always stay compliant

Finance Data Management Software

In the world of finance, trust and compliance are essential to survival. How will you keep everything secure and compliant while driving down operational costs and pursuing innovative products and services? Semarchy xDM for finance master data management is the answer.

Compete without compromise

Gain control of your data and unlock its potential without upping regulatory risks, sacrificing security, or increasing costs. Our Unified data platform helps you create new efficiencies, build trust, and empower every team across the enterprise for effective finance MDM.

  • Ensure compliance

    Maintain compliance at the moment of interaction, allowing every user to see, understand, and uphold regulatory rules.

  • Build trust

    Save time with one source of trusted truth in which every user understands data sources, completeness, and quality.

  • Operate securely

    Handle every request with data security that ensures proper handling of personally identifiable information every time.

  • Move faster

    Find competitive advantage with innovative financial experiences and products that satisfy and delight customers.

Schedule your Master Data Management Demo

Trust Your Data and Your Peers

Discover why we’re a Gartner® Magic Quadrant™ Leader for Master Data Management & hundreds of clients trust us to deliver value on their data rapidly.


2021 Gartner® Magic Quadrant™ for Master Data Management Solutions

Gartner Peer Insights

2022 Gartner® Peer Insights™ Customers’ Choice for MDM


The Forrester Wave™: Master Data Management Solutions, Q4 2021

Finance Master Data Management Made Easy

Unlock financial services innovation despite security, compliance, and legacy systems concerns. Our finance master data management software is the key to a data strategy designed to fit your unique financial services, products, processes, and opportunities.

Comply through collaborative governance

Financial businesses cannot rely on IT to maintain regulatory compliance. The Semarchy xDM: Master Data Management & Data Governance Module brings datasets together, enabling collaborative governance that reduces risk and ensures compliance across every workflow and process.

Secure personally identifiable information

Our Semarchy xDI: Data Integration Module integrates and moves data from all sources securely at any scale without compromising performance or scalability. Full lineage, traceability, and auditability are maintained while complying with the requirement to eliminate personal data upon request.

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Step up to real-time business intelligence

Understand how your lines of business are performing and make better financial services decisions by putting finance MDM insights into everyone’s toolkit. Role-based permissions offer secure access to the right users.

Share data to enable new experiences

Securely expose the right data to the right users at the right time to create new financial products and services. The Semarchy Unified data platform is designed for the utmost security and compliance, which opens the door to safe data-driven innovation.

Your success is our strategy

See how our finance customers use the Semarchy Unified data platform — and discover what it’s like to make solving business problems as easy as defining them.

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“During the first implementations, and during the POC (Proof of Concept) with Semarchy, after integrating data from the first subsidiaries, it was already possible to see the richness of the aggregated customer history. We have brought to light benefits and significant business potential.”

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Denis Lapierre
Deputy Managing Director of APRIL Technologies

Success Stories

APRIL International

Efficient data integration and customer matching to manage large datasets.

  • Challenge: Aggregate customer and prospect data from diverse subsidiaries, consolidate information, and overcome data quality challenges for an international insurance services group.
  • Solution: A single platform for data consolidation, integration, and governance and a partnership with Keyrus to ensure a quick project launch.
  • Results: Automated data reconciliation improved lead management and customer data cross-referencing. Flexibility allows APRIL to adapt data rules for added visibility and revenue through cross-selling, and improved customer satisfaction.


Which types of organizations use the Semarchy Unified data platform for finance master data management?

We work with a wide range of organizations from across the financial services industry, including banks, insurance companies, wealth management firms, and more.

Does master data management help to support regulatory compliance in the financial services industry?

Absolutely! Conducting master data management properly can help financial services companies adhere to industry-specific regulations such as Know Your Customer (KYC), Anti Money Laundering (AML), and many more.

What are the biggest reasons for financial services companies choosing the Semarchy xDM for master data management?

We find that the biggest reasons are:

  1. Rapid Time-to-Value: They can easily design and deploy data models and data apps in days while capturing ROI in under 10 weeks.
  2. Single Platform: They can handle data integration, data management and data governance holistically through a single platform
  3. Comprehensive Model: They can easily  design and deploy data models, mappings, and applications.
  4. Zero Code: They can serve teams faster with no-code configuration of queries, workflows, and more.
  5. Extensible and Open: Extend capabilities with standard APIs to leverage any data technology or service.

Are you willing to share tips and advice (when needed) on using MDM software?

Certainly! Our user interface is already simple and intuitive, but we’re always willing to assist. For example, our award-winning xDM solution allows you to generate data-rich apps with zero code while automating the creation of high-quality golden records. That’s likely why we were one of the top scorers in the Selfish vs. Altruistic section of a buyer’s guide released by SoftwareReviews in 2022. See the reviews of 26 end users here.

More Resources From Semarchy

finance data lock to data driven tab finance data management software

From Data-Lock To Data Driven

Unlock the true power of your financial data with our eBook, ‘From Data-Lock to Data-Driven: Harnessing Semarchy’s xDM Solution for Financial Institutions’. This comprehensive guide will navigate you through achieving data agility, fostering reliable decision-making, and enhancing regulatory compliance, transforming you into a truly data-driven institution.


  • Managing and governing financial data
  • Securing customer data and maintaining compliance
  • Strategies to increase revenue using data insights
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Data as Currency

The importance of Master Data Management in Banking

Unlock the power of your banking data with Semarchy’s xDM solution – ‘Data as Currency.’ This infographic vividly illustrates the transformative role of Master Data Management in modern financial institutions, helping you unlock untapped potential and drive business growth.

data sheet boosting banking industry efficiency cover finance data management software

Master Data Management, Data Governance, and Data Integration: Boosting Banking Industry Efficiency

In the banking industry, managing vast amounts of data is essential to maintain competitiveness and compliance. Effective data management involves mastering data, governing it, and integrating it seamlessly. This data sheet explains how mastering data management, data governance, and data integration can help banks improve efficiency, streamline operations, and stay compliant with regulations.

Make your switch to Semarchy

Get powerful data integration and complete finance master data management with the Semarchy Unified data platform. Choose our Unified data platform today, and capture ROI in 10 weeks. Request a demo, start a free trial, or get a proof of value consultation.