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The need has never been greater for skills, systems, and methodologies to manage information in financial markets. The volume of data, the diversity of sources and the power of the tools to process it massively increased. Demands from business, customers and regulators on transparency, safety and above all, timely availability of high quality information for decision making and reporting have grown in tandem. This changing landscape poses major information management challenges and opportunities in operations, compliance and product development. A Primer in Financial Data Management describes concepts and methods, considering financial data management not as a technological challenge, but as a key asset that underpins effective business management and that can play a significant role in an organization’s ability to generate revenue. This broad survey of data management in financial services discusses the data and process needs from the business user, client and regulatory perspectives. Its non-technical descriptions and insights can be used by readers with diverse interests across the financial services industry. Focuses on ways information management can fuel financial institutions’ processes – including regulatory reporting but also including trade lifecycle management and customer interactionCovers recent regulatory and technological developments and their implications for optimal financial information managementViews data management from a supply chain perspective and discusses challenges and opportunities coming from broader changes in the industry, including big data technologies and regulatory scrutiny