Expert Services

Tailored services and support.

Delivered in a way that works for you. 

Today’s market data teams can’t rely on technology alone. Whether you need a thought partner in a big decision, a check on your overall strategy, ad hoc support, a refresh on best practices, or need to outsource administrative burden, we’re here help.

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ADVISE > Advisory Services

TRANSFORMATIVE STRATEGIC GUIDANCE - CREATES SCALABLE OPERATIONAL FOUNDATIONS - RESHAPES YOUR FUNCTION FOR EFFICIENCY AND IMPACT  

Whether you need to rethink your entire function or solve a specific problem, look to us for a fresh, outside perspective.  
 
Want to gut-check a strategy? Sound out your operational roadmap? Decide what to build, buy, or outsource? We’ll listen closely, then tell you what we think is in your best interests.  

No build, no deployment: just informed judgment when the decision is too important to make with only one point of view.

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BUILD > Professional Services

FROM PLAN TO SUSTAINABLE PROCESS - PROJECT-BASED SUPPORT - SCOPED DELIVERY  WITH CLEAR FINISH LINES 

We assemble the right mix of people at the right time to build and deliver a defined piece of work — a migration, implementation,  integration or more — with clear scope, timeline, and budget.  
 
Then we hand off with clear documentation and equip your team to run any tasks you want to keep in house.  
 
From the first conversation to go-live and beyond — we ensure you get the full value from your investment in our technology. 

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RUN > Managed Services

EXTENDS YOUR CAPACITY WITHOUT ADDING HEAD COUNT - SHIFTS ADMINISTRATIVE BURDEN TO US - 
FREES YOUR STAFF TO FOCUS ON HIGH-IMPACT WORK 

Managing your program on our Optimize Spend platform, we take ownership of key processes — monitoring, maintaining, and improving continuously.  
 
You outsource some or all of your program admin and get a team accountable for outcomes, not just a completed service ticket.  

We embed in your operations in a way that works for you, providing expert execution across the most challenging aspects of program administration, with predictable outcomes and costs.

What we deliver: Financial firms worldwide rely on us for these expert services and more

  • Audit and regulatory guidance and support

  • Category and cost benhcmarking*

  • Contract negotiation and management

  • Data architecture design

  • Direct vendor negotiation

  • Exchange declarations

  • Inventory management

  • Invoice processing

  • Maturity assessments

  • Onboarding, implementation and post-implementation hypercare

  • Operating model and organizational design

  • Cost benchmarking

  • Renewal management

  • RFP consulting

  • Rights and licensing mapping

  • Staff augmentation

  • System migrations and modernization

  • User training and enablement

  • Vendor management and sourcing

* Delivered through our partners, Expand and Substantive. Learn more about our Partners here

Meet some of our team

With one of the deepest benches of experts in the industry and centuries of combined market data expertise, you can count on us to bring you the deep insight, candid advice and a unique perspective you won’t find elsewhere in the market.

Click through to learn more about a few of our Expert Services team members: 

Not sure what you need but know you need to do something different? We can help.


From strategic advisory and targeted operational support to customized outsourcing and managed services, we help firms worldwide achieve operational excellence, reduce administrative burden and extend internal capabilities.

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