Oppenheimer migrates to GoldenSource hosted data service
09 May 2017 | 2672 views | 0
GoldenSource, a leading independent provider of Enterprise Data Management (EDM) and Master Data Management (MDM) solutions for the securities and investment management industry, today announced that Oppenheimer & Co. Inc. (Oppenheimer), a US registered broker-dealer, is using GoldenSource hosted services in connection with its institutional entity data management platform.
Oppenheimer is making operational efficiency a priority for its Anti-Money Laundering (AML) and Know Your Customer (KYC) programs. GoldenSource OnDemand services supports these efforts by linking client data, and related KYC/AML documents and sub-accounts, which facilitates client on-boarding and ongoing data maintenance.
“Oppenheimer is committed to administering a robust and effective AML program. Maintaining a comprehensive and accurate view of our institutional clients is a key component to managing an efficient platform.” said Peter Giordano, Managing Director, Oppenheimer.