Transform Financial Services Data Into Smarter Decisions and Stronger Performance

Empower your teams with integrated analytics, automated insights, and compliant data ecosystems built for today’s fast-moving financial markets.

Our Technology Platforms

Financial Data Is Growing Faster Than Leaders Can Analyze It

Volatility, economic swings, and evolving customer expectations have created an explosion in the volume, diversity, and complexity of financial data. Asset managers must track portfolio risk in real time. Banks must improve customer profitability while detecting fraud instantly. Credit, lending, and mortgage teams need accurate models to assess risk and predict behavior. And through it all, organizations must ensure compliance with an ever-expanding list of domestic and international regulations.

A Modern Analytics Foundation for High-Performance Financial Services

Capitalize helps financial services organizations integrate, automate, and analyze massive amounts of market, customer, operational, and regulatory data—so leaders can make smarter, faster, more informed decisions.

Unified financial data integration: Consolidate market data, customer activity, portfolio performance, and operational metrics into a governed single source of truth.
Automated risk and performance analytics: Accelerate insights for asset managers, lenders, banking teams, and operational leaders.
Compliance-ready reporting: Support SEC, FRB, FDIC, FINRA, FSOC, EBA, GDPR, FATCA, MiFID, and other regulatory requirements with confidence.

We Empower Financial Organizations to Analyze, Manage, and Act on Their Data

Our financial services experts help banks, asset managers, insurers, and credit/lending teams build analytics ecosystems that drive profitability and reduce risk.

Deep industry understanding: From portfolio monitoring to creditworthiness modeling to fraud detection—our team has seen it end to end.
Insight at every level: Track total assets under management, benchmark index performance, evaluate client-level risk, and monitor operational KPIs.
Strategic transformation: We help you access, organize, structure, and leverage your data to fuel growth, protect clients, and meet regulatory obligations.