Rethink Entity Data

Joss Technology is an innovative solutions provider focused on entity data management. Our platform was created in response to the increased focus on regulatory compliance, risk management, and operational efficiency. Financial firms in particular need to have a clear picture of the entities they interact with and are exposed to. Entities can be brokers, clients, counterparties, custodians, issuers...

However, institutions often struggle to build a complete and accurate picture due to internal data silos, duplicate records and data inaccuracies. We provide a comprehensive suite of data quality and governance tools that enable firms to build and maintain a 360-degree view of all their entities and achieve greater control over their data.

Our Entity Data Management Solution (EDMS) platform contains two main modules: 

1) Data Quality and Reconciliation: we enable firms to aggregate data from various silos (internal and/or external sources), normalize it (converters), map it, match it (using proprietary fuzzy matching technology), cleanse it and then create a Master Record (aka “Golden Copy” or “Single Version of the Truth”).

2) Data Maintenance & Entity Lifecycle: our platform can be the centralized entity data repository (with all the relevant static data including geolocation information, ratings, industry classifications, contacts, legal documentation,…). Workflows can be configured to ensure high-quality data upstream as well as automate data integration and processing (e.g. corporate action events). Real-time and/or batch connections are provided to downstream systems to ensure data consistency and proper data governance.

Our tools can be deployed in-house or be accessed under a SaaS model. They were designed to be non-intrusive and can be integrated with your existing architecture. We work with both System Vendors and Data Vendors to make integration seamless and deliver immediate benefits.

 
Undisclosed
 
$150 - $199 / hr
 
2 - 9
 Founded
2010
Show all +
New York, NY
headquarters

Portfolio

Key clients: 

Types of customers: a) Investment, Wholesale & Commercial Banking. b) Brokers/Dealers & Inter-Dealer Brokers. c) Investment Managers including traditional Asset Managers, Investment divisions of Insurance firms, Pension Funds, large Hedge Funds.

Use Cases: Regulatory Compliance, Risk Management, Cost Reduction & Operational Efficiency

Reviews

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Software Firm Professional Reference

"They really understand the financial industry, which is the most important thing."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Confidential
Project summary: 

Joss Technology sells data-handling software that can support the workflow efficiency of large-scale financial institutions. The software can reduce risks and provide regulation updates to its clients.

The Reviewer
 
2-10 Employees
 
Los Angeles Metro Area
Hakim Erhili
Founder, Orchestrade
 
Verified
The Review
Feedback summary: 

Joss Technology consists of professionals and experts in the technical, analytics and financial areas that keep their services on quality. The client suggests that they should improve their marketing so they could grow and develop since they are a new firm.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Please describe your company.

I work for Orchestrade. We are a software company that helps financial service industry clients.

What is your role and responsibilities?

I am one of the founders of the company. I also sit on the board of advisors for Joss Technology.

OPPORTUNITY / CHALLENGE

What business challenges can Joss Technology address in your opinion?

Joss can help large banks the best because of the software they sell. They understand the industry very well, most of their top employees have worked with banks or other large financial institutions before. They can help these clients reduce risk and keep up to date on regulations.

RESULTS & FEEDBACK

Can you describe the strengths of the team at Joss Technology?

They really understand the financial industry, which is the most important thing. They're clearly filling a need in the marketplace. They just need to grow and develop since they are a very new firm.

Looking back on your experiences with the team at Joss, what do you think they can improve upon as a company?

They have a great product and management team. They just need to make banks and other possible clients aware of their firm. I think this comes down to improving marketing. Marco [the founder] is a great people person. He has the interpersonal skills to make connections.

They have strong connections in the industry already because the three founders are experienced professionals. I just think they need to perfect their marketing efforts to become a successful, mature firm in the future. It would help them to do some more projects and create customer testimonials. After this initial round of success, they can easily grow.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They are always professional with timing.
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    I am willing to put my name behind this recommendation. They should do great things.

Financial Regulatory Work for Financial Data Firm

"They understand business processes and have some great insights, which really helped speed up the planning."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Confidential
Project summary: 

Joss Technology provided first-rate financial software to aid the company in delivering its financial services to its clients and in generating accurate data for analysis.

The Reviewer
 
2,600 Employees
 
Boston Metro Area
Sales Manager, Financial Data Firm
 
Verified
The Review
Feedback summary: 

Joss Technology demonstrated an outstanding professionalism and performance in the project. The team has the knowledge and expertise of the business process, making them flexible all-around.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Please describe your company and relationship with the founder of Joss Technology.

I work for a financial data firm. We work with Joss to analyze our financial data.

I used to manage Marco [Sablone, founder of Joss Technology] when he worked overseas. He worked for us in product sales and territory sales in Italy. He came over from Europe later to work in New York. He was promoted to business development manager and was responsible for more than $30 million in revenue with some of our strategic partners.

OPPORTUNITY / CHALLENGE

Please describe the typical business challenge that Joss Technology can address?

They can help clients in the financial services industry make sense of data. Their team has come up respecting all data and never ignoring any data that is generated. Clients can come to them with complex issues and expect great results.

Marco is a very warm and considerate individual so I know their customer service is top-notch. He has a background in financial services so knows the industry well.

Joss and their team are very good at setting up business relationships involving solution development in a dynamic sense. Joss knows their clients well.

SOLUTION

Can you describe their expertise and work in more detail?

Joss can deal with the regulatory and compliance side very well. They know the steps and linkages of all the current Basel regulations. They have the vision and relationships to see ahead. They know the way that the regulations are going, and can predict it for clients.

RESULTS & FEEDBACK

What is unique or special about the team at Joss Technology compared to other firms?

They understand business processes and have some great insights, which really helped speed up the planning; we were pleasantly surprised. Their team is professional and bright. 

Do you have any improvements to suggest to Joss Technology or is there anything that you would do differently?

They have the typical problems of any small company. They will grow, but have some growing pains now.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
    I would hire them immediately.
  • 5.0 NPS
    Willing to refer
    They're in a position to provide clients exactly what they're looking for, and have a very flexible platform to do it with.