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Investment Bank: Data Meaning

Have you ever read an analyst’s report? They are full of strange turns of phrase. The phrase “we continue to overweight [stock x]” is not a reference to obesity or a lack of a weight watcher program, it means they like this stock. “… will continue to face headwinds”...

Major Credit Card Processor

In their migration to the cloud, this Credit Card Processor turned full-service bank, decided to tackle the problem that many large firms face—achieving an integrated view of their customer. We helped them define, semantically, what characteristics made someone a...

Sallie Mae: SOA Message Generation

On a previous project we worked with Sallie Mae to build an enterprise ontology for their loan business. After the ontology was complete, they decided to outsource a new line of loans to a third-party SaaS vendor. Shortly after making that decision, they realized that...

Sallie Mae: Enterprise Ontology

We were retained by the leading provider of Student Loans to build an enterprise ontology. Just over 1,000 concepts, a dramatic reduction in complexity We conducted over a dozen workshops and facilitated brainstorming sessions and many dozen more one-on-one...

Broadridge: Legacy Understanding

This firm processes some 70% of all the back office of Wall Street. They have three major systems, for different types of financial instruments and jurisdictions. The three systems are barely integrated. Bringing a client up on any of their systems is a multiyear...