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Financial Taxonomy Suite

The WAND Financial Taxonomy Suite is a collection of the most relevant taxonomies for a financial organization. This collection of taxonomies will accelerate the knowledge within your company and speed up time to delivery for your projects.

Check out the Suite PDF by clicking the link below or take a tour of the taxonomies contained within this suite.

Banking Taxonomy

Includes Customer Documents, Regulations, Target Markets, Banking Channels, Banking Line of Business, Fees, and more.

Banking Taxonomy

Finance and Investment Taxonomy

Includes Analysis Benchmarks, Tools, Asset Types, Financial Crimes, Regulations and Regulating Bodies, and more.

Finance and Investment Taxonomy

Retail Taxonomy

Includes Customer Relations, Departments, eCommerce, Inventory, Payment Processing, and more.

Retail Taxonomy

Real Estate Taxonomy

Includes Property Type, Real Estate Development, Real Estate Financing, Real Estate Investment, Real Estate Management, and more.

Real Estate Taxonomy

Insurance Taxonomy

Includes Common Policy Provisions, Insurance Business Terminology, Insurance Industry Investment Terminology, Types of Insurance, and more.

Insurance Taxonomy

Health Insurance Taxonomy

Includes Fraud, Health Insurance Products, Laws and Regulations, Underwriting Metrics, and more.

Health Insurance Taxonomy

Life Insurance Taxonomy

Includes Products, Terms and Provisions, Reporting and Disclosure Requirements, and more.

Life Insurance Taxonomy

Property and Casualty Insurance Taxonomy

Includes Products for Commercial and Personal Lines, Binders, Forms, Insurance Claims, Insurance Policies, Disclosure Requirements, and more.

Property and Casualty Insurance Taxonomy

Management Taxonomy

Includes Management Documents and Reports, Management Functions, Management Levels, and more.

Management Taxonomy

Sales and Marketing Taxonomy

Includes Sales Channels, Sales Metrics, Sales Records, Sales Strategies, Market Research, Marketing Management, Marketing Methods, Marketing Mix, Marketing Strategies, and more.

Sales and Marketing Taxonomy

Human Resources Taxonomy

Includes Basic Personnel Files, Policies, Compensation, Payroll, and more.

Human Resources Taxonomy

Customer Service Taxonomy

Includes Channels, Customer Service Metrics, Customer Service Policies, Customer Support, Forms and Letters, Satisfaction, Service Standards, and Services.

Customer Service Taxonomy

Legal Taxonomy

Includes Courts, Litigation, Contracts, Business Law Content, and more.

Legal Taxonomy

Records Retention Taxonomy

Includes Consumer Information, Employee Records, Financial Records, General Business Records, and more.

Records Retention Taxonomy

Procurement Taxonomy

Includes Procurement Process, Suppliers, Types of Procurement, and more.

Procurement Taxonomy

Accounting Taxonomy

Includes Analysis, Methods, Policies, Procedures, Standards, Financial Records, and more.

Accounting Taxonomy

Intellectual Property Taxonomy

Includes Fees, Forms, Intellectual Property Law, Intellectual Property Rights, and more.

Intellectual Property Taxonomy

Digital Transformation Technologies Taxonomy

Includes 3D Printing, Artificial Intelligence, Biotechnology, Digital Forensics, Digital Twin Technology, Internet of Things, Smart Machines, and more.

Digital Transformation Technologies Taxonomy

Information Technology Taxonomy

Includes Commercial Software Packages, Development concepts, IT Administration, IT Certifications, Networks, and more.

Information Technology Taxonomy

Facilities Management Taxonomy

Includes Maintenance and Repairs, Facilities Services, Housekeeping, Sustainability Management, Safety and Security Management, Documents, and more

Facilities Management Taxonomy

Fleet Management Taxonomy

Includes Compliance, Fleet Operations, Fleet Tracking Equipment, Forms, Fleet Policies and Regulations, Vehicles, and more.

Fleet Management Taxonomy

Project Management Taxonomy

Includes Compliance, Fleet Operations, Fleet Tracking Equipment, Forms, Organizations, Reporting, Risk Management, U.S. Department of Transportation Regulations, and more.

Project Management Taxonomy

Environmental Taxonomy

Includes Climate Change, Natural Resources, Natural Environment, Environmental Management, Pollutants, Environmental Research, U.S. Environmental Agencies, Environmental Organizations, Environmental Law, and more.

Environmental Taxonomy

Online and In-Person Learning Taxonomy

Includes Online Course Design and Development, Instruction Models, Learning Methods, Technology Resources, Presentation, Assessment and Evaluations, Communications, Course Metrics, Policies, and more.

Online and In-Person Learning Taxonomy

Workplace Health and Safety Taxonomy

Includes Health and Safety Hazards, Workplace Incidents, Safety Equipment, Risk Management, Metrics, and more.

Workplace Health and Safety Taxonomy

Lifecycle Taxonomy

Includes Product Manufacturing, Product Marketing, Product Retirement, and more.

Lifecycle Taxonomy
Lifecycle Taxonomy

PII Taxonomy

Includes Personally Identifiable Information, PII Confidentiality Impacts, PII Governance, Privacy Laws, and more.

PII Taxonomy

Research and Development Taxonomy

Includes Research, Design, Development, and more.

Research and Development Taxonomy

You might be thinking, that’s a lot of topics and terms – but do I really need all of this? If you have large volumes of unstructured information in your organization, you should be looking at taxonomies. If your business needs to make information more findable, you should be looking at taxonomies. This could range from a website, business listings, an eCommerce, website, internal company documents, spend data, and more.

Metadata is the backbone of many companies, but effectively using this metadata can be an overwhelming challenge. One of the more important aspects of metadata management is the creation of taxonomies. Taxonomies are sets of concepts organized into a hierarchical structure covering a topical domain. For finance, this includes topics like Banking, Finance and Investment, and Insurance. Each of these areas has specific categories, terms, and descriptions. Using a taxonomy for metadata terms will speed up the time it would take a human to manually make those adjustments and train the artificial intelligence.

You can speed up the time it takes to begin effectively managing and using your metadata by utilizing the WAND Financial Taxonomy Suite which includes all of the relevant taxonomies for a finance organization like yours. Each of our suites and taxonomies has been created by experts with domain research which means you are getting the highest quality, most relevant set of terms to implement in your environment.

Still not quite sure? You can explore each taxonomy more in-depth by clicking their boxes, watch a demonstration of this suite at the top of this page, or even schedule a call to talk with an expert about your use case and how WAND’s Financial Taxonomy Suite might be the best fit for your company!

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