Case Study: Global Financial Services Firm achieves automated, scalable data mastering and classification with Tamr Inc.

Financial Services Firm Heavily Automates Data Mastering & Classification Using Tamr

Global Financial Services Firm, a multinational enterprise with divisions from personal to investment banking, faced slow, brittle programmatic and rules-based mastering and classification for investment research datasets. To speed and scale ad-hoc mastering of companies and products for analyst use, the firm selected Tamr Inc.'s agile data mastering solution (human‑guided machine learning) over traditional MDM platforms.

Tamr Inc. integrated its open, human‑guided ML mastering and classification system into the bank’s existing infrastructure, pulling dozens of internal and external datasets and using expert validation to improve matching and taxonomy assignments. The deployment automated multi‑domain mastering, increased accuracy versus legacy approaches, accelerated analysts’ ability to run ad‑hoc research on companies and products, and produced cleaner, scalable datasets—prompting the Global Financial Services Firm to expand Tamr Inc.’s rollout across the enterprise.