Technology Strategy & Architecture
A costed, sequenced path from legacy estate to a target the business can fund and absorb.
Technology & Data
Analytics, BI & Reporting
Good analytics starts with the decisions the business has to make.
Overview
Most institutions have more data capability than decision quality. The right data is not always in the right place, at the right time, with definitions people trust.
The result is familiar: board packs assembled by hand, reporting reconciled outside the platform, teams keeping their own spreadsheets and leaders questioning which number is right.
Capmark helps institutions build analytics from the decision backwards. We identify the choices the business needs to make, then build the pipelines, platforms, definitions and governed reporting that put trustworthy numbers behind them.
What we do
We start with the decisions that matter and work back to the data, definitions and reporting each one needs. The result is fewer reports, clearer ownership and numbers trusted enough to act on.
We build the data platform and pipelines that feed it: ingestion, transformation, scheduling, shared definitions and traceability from report back to source.
We produce board and management reporting from governed data rather than manual assembly. Self-service reporting comes with guardrails so teams can answer their own questions without creating competing versions of the truth.
We define shared metrics, certified data sets, access controls, report inventory and ownership. Cost, performance and report sprawl are managed as part of the same discipline.
We build analytics foundations that can support automation and AI where appropriate. Where the work moves into model build, AI governance or production AI, the handover is explicit so nothing is built twice.
What to expect
A Principal leads from day one. The first weeks are spent with decision-makers: which numbers drive which calls, which reports are trusted and which are rebuilt in spreadsheets.
We then stand up the platform and first governed reports in short, visible increments. An early deliverable should be a number the business currently disputes, produced from the platform with lineage attached.
The engagement closes with a governed reporting estate, trained owners and a costed run-state.
Sequenced through scoping and architecture, then pipeline delivery.
01
Assess
Establish the current state, the constraints, the risks and the value at stake.
02
Define
Shape the target model and the business case with the executives who own the outcome.
03
Mobilise
Stand up the team, the plan and the governance around the outcome.
04
Implement
Design, build and test the change, with the business alongside.
05
Sustain
Cutover, hypercare and handover, so the business runs it under its own control.
The same five stages on every engagement, led by senior practitioners end to end. How we work
Client result
Proven in the work, not the pitch.
Asset & Wealth Management · Financial Crime
Financial-crime controls rebuilt for the world's largest alternative asset manager
The World's Largest Alternative Asset Manager · Financial Crime Transformation
The firm partnered with us to convert regulatory findings on AML control deficiencies into a resilient financial-crime framework: customer risk assessment, screening, enhanced due diligence and AI-assisted alert reduction, remediated to completion under independent scrutiny.
- 5
- Interlocking initiatives directed
- AI/ML
- Screening false positives reduced
- 2 clouds
- Azure and AWS delivery
- Evidenced
- To independent monitors
Read the case study
Insights
Related thinking.
Get in touch
Talk to a Partner about Analytics, BI & Reporting.
Tell us what needs to change and where the pressure or risk is showing.