The EDM Council‘s DCAM and CDMC methodologies are industry-accepted, benchmarked standards for data management. Using these methodologies, we provide our clients:

  • Data management capability assessment
  • Cloud data management assessment
  • Benchmarking and scoring against industry practice
  • Compile evidence of compliance and progress in data management
  • Gap analysis against regulatory needs, industry practice, and your own objectives

We offer EDM Council certified review and training, enriched with our long experience in the specific needs and processes of banking and finance.

  • Upskill your organization in DCAM and CDMC
  • Prepare for self-audit and self-assessment on EDM Council frameworks
  • Train staff in privacy, regionalization, and qualitative regulation

Let us analyze your regulatory environment, including qualitative regulation, regulatory requests, and privacy/regionalization concerns to establish a cost-effective approach to compliance.

  • Deliver high-quality stress testing and quantitative reports to regulators on schedule
  • Create a cost-effective compliance plan for privacy, regionalization, and consumer protection regulation
  • Analyze your data aggregation pipeline against Basel requirements and remediate
  • Comply rapidly with regulatory letters and consent orders

We help clients by setting up efficient, maintainable Data Catalogs to track data assets and make data easily available to business and IT. Our analysts can perform the initial population of a catalog; but we can also help create automated ongoing processes to keep the catalog up to date.

  • Build your data asset inventory
  • Choose and adopt the right data catalog systems and processes
  • Set up efficient, automated data catalog processes
  • Create a data marketplace
  • Design and implement your metadata hub

We can help create end-to-end Data Lineage in your organization, focusing on maintainable, adoptable solutions at the right level of detail for your needs.

  • Assess your data lineage needs and form a roadmap
  • Build out your metadata model and lineage hub
  • Deploy automated lineage acquisition software
  • Demonstrate end-to-end lineage to regulators and decisionmakers
  • Create efficient processes to maintain lineage data

Strong data management and good RoI on data, starts with a clear, actionable data strategy. At Treliant, we help our clients:

  • Assess current state
  • Gather business aspirations and requirements
  • Articulate key goals and constraints
  • Establish control framework
  • Design and embed operating model

Case Studies

Learn about the ways we have helped our clients meet regulatory obligations, manage risk, and address business change.


We offer EDM Council certified review and training.

Ready to Talk?

We work with you to understand your needs, so we can tailor our approach to your engagement. Learn more when you connect with our team.

Data Visualization and Analysis

Data Visualization and Analysis

Get insight into your data via our dashboarding, domain knowledge, and Business Intelligence skills

Data Integration, Architecture, and Delivery

Data Integration, Architecture, and Delivery

We shrink cost and reduce risk by designing or reviewing your data pipelines and enterprise data estate

Data Modeling and Warehousing

Data Modeling and Warehousing

We build or extend your on-prem or cloud data warehouse to support your reporting and analysis needs

Data Quality and Controls

Data Quality and Controls

From system-level data quality to enterprise-level systematic controls

Financial, Risk, and Regulatory Reporting

Financial, Risk, and Regulatory Reporting

Financial, Risk, or Regulatory, we can help you respond to changing reporting requirements

Fair and Responsible Banking

Fair and Responsible Banking

We partner with financial institutions to promote ethical, transparent, and socially responsible banking practices, driving positive impact for all stakeholders

Stress Testing

Stress Testing

We review, develop, validate, and modify stress test frameworks and programs so as to ensure they capture the risk, provides appropriate feedback and highlight areas for improvement

Model Validation, Tuning, and Testing

Model Validation, Tuning, and Testing

We ensure the accuracy, fairness, and transparency of your models to enable good decisions