Technology Strategy & Architecture
Define target architecture, investment priorities and a practical modernisation roadmap.
Technology & Data
Analytics, BI & Reporting
Put reliable information behind the decisions your business needs to make.
Overview
What this means for your business.
Effective analytics starts with the questions people need to answer and the information they need to act.
Capmark develops analytics, business intelligence and reporting around those decisions. We connect data platforms, pipelines and shared definitions with usable management and operational information.
Governance, access, ownership and traceability support both centrally produced reporting and appropriate self-service analysis.
What we do
The expertise we bring.
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 team shaped around the work.
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
Relevant client experience.
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.
- 100%
- AML findings closed and evidenced to the independent monitor
- 3
- Control domains rebuilt: customer risk assessment, name screening and enhanced due diligence
- 5
- Interlocking initiatives directed
Read the case study
Insights
Related perspectives.
Get in touch
Discuss Analytics, BI & Reporting.
Tell us what you are working through and the expertise you need.