Our products are designed to support different phases of the management process, align with the target operating model and are systematically integrated into our competence matrix around holistic Financial Resource Management.
Our consulting expertise covers all dimensions of holistic financial resource management and allows for both comprehensive and selective solutions – tailor-made.
Tailor-made products create targeted added value
GovernanceCompass
for effective governance framingDevelopment of corporate governance frameworks aligned with global standards and specific business objectives
In-depth review of board effectiveness
Design of governance materials into streamlined, decision-ready templates
CrisisNavigator
for transparent resilence planningSimulation of crisis management to enhance the resilience in financial crisis events
Strengthening of the management awareness and familiarization with designated responsibilities in crisis times
Compliance with increased regulatory requirements
RiskConnector
for holistic AI risk modellingDevelopment of an approach for interdependent risk modelling
Calibration of the risk appetite across all risk types considering their interdependencies
Implementation of an AI-driven risk solution
ResourceOptimizer
for integrated balance sheet managementDevelopment of a concept for the optimization of financial resources
Introduction of dynamic balance sheet modelling with a scenario-based KPI evaluation capability
Implementation of data visualizations for decision-making
InternalAllocator
for systematic funds transfer pricingIntroduction of a systematic approach for liquidity and funding costs allocation
Alignment of product steering with the overarching balance sheet strategy
Development of a concept for achieving the target balance sheet structure
CashAgenda
for intraday liquidity managementIntroduction of real time monitoring and forecasting of intraday liquidity usage
Implementation of an intraday liquidity buffer calibration
Development of a governance framework and liquidity cost optimization
PerformanceRadar
for tailor-made diagnosticsIdentification of internal and external predictive features and their aggregation into composite KPIs
Implementation of benchmarking with aggregated KPIs against relevant industry peers and integration of early warning indicators
Development of a modular architecture for flexible application across multiple use cases
DataCockpit
for interactive data visualizationDesign and implementation of customizable and interactive dashboards to support daily decision making
Review and customization of management process around the dashboards
Ensuring of data quality through embedded controls
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01.GovernanceCompass for effective governance framing
Development of corporate governance frameworks aligned with global standards and specific business objectives
In-depth review of board effectiveness
Design of governance materials into streamlined, decision-ready templates
01.GovernanceCompass
for effective governance framing -
02.CrisisNavigator for transparent resilence planning
Simulation of crisis management to enhance the resilience in financial crisis events
Strengthening of the management awareness and familiarization with designated responsibilities in crisis times
Compliance with increased regulatory requirements
02.CrisisNavigator
for transparent resilence planning -
03.RiskConnector for holistic AI risk modelling
Development of an approach for interdependent risk modelling
Calibration of the risk appetite across all risk types considering their interdependencies
Implementation of an AI-driven risk solution
03.RiskConnector
for holistic AI risk modelling -
04.ResourceOptimizer for integrated balance sheet management
Development of a concept for the optimization of financial resources
Introduction of dynamic balance sheet modelling with a scenario-based KPI evaluation capability
Implementation of data visualizations for decision-making
04.ResourceOptimizer
for integrated balance sheet management -
05.InternalAllocator for systematic funds transfer pricing
Introduction of a systematic approach for liquidity and funding costs allocation
Alignment of product steering with the overarching balance sheet strategy
Development of a concept for achieving the target balance sheet structure
05.InternalAllocator
for systematic funds transfer pricing -
06.CashAgenda for intraday liquidity management
Introduction of real time monitoring and forecasting of intraday liquidity usage
Implementation of an intraday liquidity buffer calibration
Development of a governance framework and liquidity cost optimization
06.CashAgenda
for intraday liquidity management -
07.PerformanceRadar for tailor-made diagnostics
Identification of internal and external predictive features and their aggregation into composite KPIs
Implementation of benchmarking with aggregated KPIs against relevant industry peers and integration of early warning indicators
Development of a modular architecture for flexible application across multiple use cases
07.PerformanceRadar
for tailor-made diagnostics -
08.DataCockpit for interactive data visualization
Design and implementation of customizable and interactive dashboards to support daily decision making
Review and customization of management process around the dashboards
Ensuring of data quality through embedded controls
08.DataCockpit
for interactive data visualization
Comprehensive expertise and wide-ranging experience
Examples from our consulting practice show how different areas of our expertise can be used and flexibly combined to met each client’s unique needs.
IBOR-Transition
Determination of IBOR-based reference rates and migration of private banking loans and deposits from IBOR to Alternative Reference Rates for a global systemically important bank (G-SIB).
IFRS 17 Implementation
Implementation support around the introduction of the IFRS 17 framework for an international reinsurance company.
Recovery & Resolution Planning
Development of recovery and resolution run books to deliver structured crisis guidance in a global systemically important bank (G-SIB).
Modelling Non-Maturing Products
Implementation of a replication portfolio model for Non-Maturing Deposits for a cantonal bank.
Impact Analysis of new Too-big-to-fail Rules
Impact analysis around the introduction of a new liquidity metric (Too-big-to-fail) for a global systemically important bank (G-SIB).
Organizational Setup of an ALM Function
Design of the organizational setup for an integrated ALM function for a Swiss regional banking group.
Treasury P&L
Implementation of automated treasury P&L processes for an international private bank.
Liquidity Management Policy Framework
Establishment of a liquidity management framework for a global systemically important bank (G-SIB).
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01.IBOR-Transition
Determination of IBOR-based reference rates and migration of private banking loans and deposits from IBOR to Alternative Reference Rates for a global systemically important bank (G-SIB).
01.IBOR-Transition
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02.IFRS 17 Implementation
Implementation support around the introduction of the IFRS 17 framework for an international reinsurance company.
02.IFRS 17 Implementation
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03.Recovery & Resolution Planning
Development of recovery and resolution run books to deliver structured crisis guidance in a global systemically important bank (G-SIB).
03.Recovery & Resolution Planning
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04.Modelling Non-Maturing Products
Implementation of a replication portfolio model for Non-Maturing Deposits for a cantonal bank.
04.Modelling Non-Maturing Products
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05.Impact Analysis of new Too-big-to-fail Rules
Impact analysis around the introduction of a new liquidity metric (Too-big-to-fail) for a global systemically important bank (G-SIB).
05.Impact Analysis of new Too-big-to-fail Rules
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06.Organizational Setup of an ALM Function
Design of the organizational setup for an integrated ALM function for a Swiss regional banking group.
06.Organizational Setup of an ALM Function
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07.Treasury P&L
Implementation of automated treasury P&L processes for an international private bank.
07.Treasury P&L
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08.Liquidity Management Policy Framework
Establishment of a liquidity management framework for a global systemically important bank (G-SIB).
08.Liquidity Management Policy Framework