Technology Strategy & Architecture
Define target architecture, investment priorities and a practical modernisation roadmap.
Technology & Data
Data Governance, Management & Lineage
Make critical data reliable, traceable and clearly owned.
Overview
What this means for your business.
Data governance helps the business understand where important information comes from, how it is used and who is responsible for its quality.
Capmark develops ownership, stewardship, lineage, master-data and quality-control arrangements around business needs. We connect the operating model with the processes and tools required to sustain it.
We also assess critical spreadsheets and end-user applications, bringing appropriate governance to the information and calculations the organisation relies on.
What we do
The expertise we bring.
We design the operating model that makes data someone’s job: owners, stewards, forums, decision rights and governance cadence. Ownership is written into roles and survives after the programme closes.
We map where critical numbers come from, from source system to final report. We start with the data behind board, financial, regulatory, customer and member reporting, then fix quality where errors cost most.
We establish agreed sources for the data everyone uses, including customers, members, products, instruments, entities and accounts. A shared glossary and ownership model reduce private copies and reconciliation effort.
We inventory spreadsheets and end-user tools carrying critical work, then move material models into governed platforms or bring them under formal control.
We select and implement data-governance tooling once the operating model is clear. Evaluation is weighted to the estate, ways of working, privacy controls, classification, retention and access requirements.
What to expect
A team shaped around the work.
A Principal leads from day one. The first weeks map the estate, interview data owners and trace a handful of critical numbers from report back to source.
That exercise sets priorities better than a framework alone. Implementation is staged by materiality, with the most critical lineage and controls delivered first.
The engagement closes with trained data owners, a controlled spreadsheet estate and documentation your teams can maintain.
Sequenced through assessment and target-state design, then implementation.
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
Impact
Results from relevant work.
6
asset classes mapped through reporting and evidence lineage
~65%
Fewer false-positive alerts after data and lineage controls were rebuilt
Delivered on the trade-surveillance rebuild across ETD and OTC flow.
Client result
Relevant client experience.
Capital Markets · Surveillance
Trade surveillance rebuilt across ETD and OTC flow for a global investment bank
A Leading Global Investment Bank · Trade Surveillance
We helped take market-abuse surveillance from risk assessment and vendor selection through to live platforms across exchange-traded and OTC flow, aligned to market-abuse and market-integrity obligations, with tuning to reduce false positives.
- ~65%
- Fewer false-positive alerts after model tuning
- 2
- Regimes aligned: MAR and ASIC market integrity rules
- ETD + OTC
- Flow brought under surveillance, on every venue and channel
Read the case study
Insights
Related perspectives.
Get in touch
Discuss Data Governance, Management & Lineage.
Tell us what you are working through and the expertise you need.