EDM client case study: Glenmede

Glenmede, a Philadelphia-headquartered investment and wealth management firm with $40.2bn in assets under management (as of 9/8/22), uses our cloud-based EDM managed service to produce curated gold copy data that supports its order management system and other downstream applications. Building on the success of the implementation, the firm has also decided to adopt our Data Dictionary to get a more holistic view of its data.