About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Managed Reference Data Services – Are Utility Models the Way Forward?

Subscribe to our newsletter

The combination of cost, complexity and compliance are driving managers of reference data to examine new delivery models that avoid the duplication, manual intervention and expense of current business methods. But is a utility or managed service provider the best way forward?

From recent industry conversations, not only do many believe it is, but are actively transforming organisations in preparation for this likely eventuality. Join our panel of leading experts at next week’s A-Team Group Data Management Summit on March 6 in London, who will offer insight and fresh perspective as to how the groundwork is being laid and where it could deliver real business benefit.

We will not only discover what other business advantages can be derived from using a utility provider, but what groundwork is necessary work towards achieving this structure and also to remain compliant with regulatory obligations.

Many basic data elements such as KYC, LEI and customer on-boarding information is replicated across the industry and would lend itself to a shared services model, but let’s find out from the panel how far they believe this process can be taken and what other responsibilities a utility might handle.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: The Data Office at a Crossroads — AI Governance, Organisational Design, and the Evolving Mandate of the CDO

Date: 28 July 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Who owns AI governance in a capital markets firm – and is the Data Office structured to bear that weight? These questions sit at the heart of A-Team Research’s latest findings, presented here for the first time: the combined...

BLOG

Data Automator Xceptor Offers Platform Ready-Made for AI

Dan Reid is not surprised that Xceptor, the data automation giant he formed two decades ago, finds itself at the vanguard of a change in the way financial institutions regard and use documents. The rapid and accurate parsing of information from paper- and PDF-based reports has been made possible thanks to recent developments in artificial intelligence. The volume...

EVENT

Digital Assets & Tokenisation Forum, New York

A-Team Group’s Digital Assets & Tokenisation Summit spotlights how global financial leaders are rapidly embracing programmable tokenised assets and DLT networks to achieve real-time, 24/7 peer-to-peer transactions.

GUIDE

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...