May 2026 – OpenCorporates

Case study: Why automating fund verification is the new standard for Client Lifecycle Management (CLM) providers

This case study examines how leading CLM providers are addressing unprecedented challenges through automated fund verification, drawing on real-world implementations that demonstrate measurable improvements in efficiency, accuracy, and client satisfaction. The evidence shows that automation has evolved from a competitive advantage to a fundamental requirement for CLM providers serving the financial services sector.

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May 28, 2026

Case studies / Data Management / Financial Services

Case study: The modern MDM strategy of a leading global investment firm

Master Data Management (MDM) is undergoing a profound transformation, transitioning from a back-office support function into a critical strategic enabler of compliance, risk management, and business intelligence. A leading global investment firm, specializing in complex asset management, third-party administration, and portfolio operations, recognized this operational shift. Operating from North America with a massive international footprint, the enterprise manages relationships across a vast ecosystem of third-party funds, internal legal entities, global suppliers, and corporate prospects. By moving away from outdated "trust-based" proprietary identifiers and embracing a cloud-native architecture powered by "verification-based" official registry data, the firm successfully revolutionized its data governance and established a definitive "golden record" across the enterprise.

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May 5, 2026

Fundamentals of Legal Entity Identity Data

Not all legal entities are created equal

Part 10 in a series on the fundamentals of legal entity identity data. In the first post of this series, we introduced the traditional three-part taxonomy of legal personality: the natural person, the group acting in a defined capacity, and the legal construct. We flagged at the time that this was "a simplification that no longer represents legal reality" and promised to return to it. That debt comes due here. The taxonomy is not merely a simplification. It is a misleading frame – a tidy Victorian diagram that the law itself has been cheerfully dismantling for over a century – and this post retires it.

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May 1, 2026