Past Webinar

One for All: Leveraging Cloud in Client, Account & Product Data Mgt

Date and Time

Thu, Feb 29, 2024


While many firms are already managing their client, product, and account data, too often these domains are managed in multiple systems without standard workflows, connectivity, or capability to cross reference between systems or across the three domains. Managing them together has exponential, compounding benefits – and can accelerate your cloud data transformation.  

Join this session to discover: 

  • What CAP Data Management is 
  • Why you need it 
  • Common issues and challenges 
  • Recent use cases and best practices 
  • Why it’s even more important in the cloud data explosion 


Kulveer Cheema
PreSales Lead, Americas, GoldenSource
Jeremy Katzeff
CFA, Head of Buy Side Solutions, GoldenSource
Moderator: Mike Meriton
Co-Founder, EDM Council