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Financial Data Management Services for Banking & Fintech

Modernize your data foundation with Accedia’s financial data management services. We turn complex financial data into compliant, AI-ready foundations for analytics and growth.

Accedia’s Financial Data Management Services

  • Data Readiness Assessment

    Evaluate finance data architecture, KPIs, and controls to define a clear roadmap for regulatory reporting, analytics, and AI.

  • Data Migration & Integration

    Integrate and consolidate core and third-party systems through maintainable ETL/ELT pipelines with transparent transformation logic.

  • Data Governance

    Implement metadata management, clear ownership, and standardized definitions supported by end-to-end data lineage.

  • Financial Data Quality & Reconciliation

    Embed automated validation and reconciliation controls to maintain accurate, consistent, and reliable financial data.

  • Data Security & Compliance

    Protect sensitive financial data through encryption, role-based access, and controls aligned with GDPR, SOC 2, and ISO 27001 principles.

  • AI- Ready Analytics & Insights

    Deliver reconciled datasets and semantic models that power forecasting, risk analysis, and intelligent decisioning.

Among Our Partnerships & Recognitions

AI-Ready Finance Data Checklist

  • Standardized definitions – KPIs and entities defined once and used consistently.
  • Records match across systems – No duplicates or mismatched IDs across sources. 
  • Issues caught early – Data errors flagged before reporting or AI use.
  • Traceable data – Clear origin and change history for all data.
  • Access and compliance covered – Protected sensitive data with role-based controls.
  • Operational controls in place – Tracked changes ensure consistent AI inputs.

Unified Data Platform Powering Andaria’s Fintech Growth

Accedia helped Andaria, a fintech provider of embedded finance and business payments, transition from fragmented ERP and Excel reporting to a unified Azure-based data platform. ERP data, finance spreadsheets, and third-party sources were consolidated into a single data model with standardized metric definitions. The result: a single source of truth for finance and operations, enabling consistent reporting, aligned KPIs, and scalable, automated processes.

Read Andaria’s Full Case Study

Data Engineering for AI Readiness

AI initiatives in banking fail when data is inconsistent, incomplete, or unauditable. Here's how our data engineers prepare financial data for AI production by structuring, reconciling, and governing it before models go live.

01

Scope AI use cases and data requirements

02

Build governed data pipelines

03

Implement automated quality and reconciliation controls

04

Establish governance and traceability

05

Monitor and scale continuously as AI use cases expand

Why Clean Financial Data Matters for AI and Decisioning

Clean, governed financial data enables: 


  • Faster reporting cycles – Fewer reconciliation breaks and late adjustments.
  • Trusted AI and risk signals – Models trained on reconciled, production-grade data.
  • Audit-ready controls – Clear ownership, access control, and end-to-end lineage.
  • Lower operational overhead – Fewer duplicates, mismatches, and data drift.

Our Technology Capabilities

  • Cloud Providers

  • Data Platforms

  • Data Integration

  • Storage & Databases

  • Analytics & AI

Why Leaders Choose Accedia

  • 1

    Compliance built into the design

    Data platforms designed to meet GDPR, PSD2, AML, and audit standards from day one.

  • 2

    13+ years of delivery experience

    Trusted by banks and fintechs like Alexforbes, Castle Trust, and Andaria for governed data delivery.

  • 3

    Strong technical experience

    Certified across Microsoft, AWS, Google Cloud, IBM, and Azure Databricks.

  • 4

    Long-term partnership mindset

    91% client retention in complex, regulated environments.

  • 5

    Top 1% data engineering talent

    Experienced data engineers design and implement audit-ready data platforms end-to-end.

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FAQs

  • What are financial data management services?

    Financial data management services make finance data reliable for reporting, analytics, and AI. They integrate core and third-party sources, apply quality and reconciliation controls, and standardize key entities and KPIs. The result is a governed, audit-ready data foundation that scales.

  • How do data management services support compliance with regulations?

    They support compliance by enforcing access controls, audit logging, retention policies, and end-to-end data lineage. Reconciliation and validation checks reduce reporting discrepancies and manual adjustments. This provides clear, traceable evidence for regulatory reviews and internal audit.

  • Does Acceda have experience delivering financial data management services for fintech and banking?

    Yes. For clients such as Alexforbes, Castle Trust, and Andaria, we have integrated core systems and finance data into unified, governed platforms that reduce reconciliation breaks, standardize metrics, and deliver audit-ready regulatory reporting.

  • How does Accedia approach financial data quality management?

    Our approach starts with identifying the financial fields that drive reporting and risk metrics, then embedding automated checks and reconciliation controls directly into the data flows. We provide ongoing monitoring, issue resolution, and rule maintenance to ensure data remains accurate as business and regulatory needs change.