Banking & insurance

Optimize your financial management under regulatory constraints

We assist you in mastering and optimizing your operational costs while integrating regulatory constraints.

We help you define processes and implement the necessary tools to construct and manage your income statement and balance sheet in compliance with IFRS17.

Our expertise ensures the security of your financial and regulatory obligations while strengthening your financial management.

Gain agility in producing your budget iterations and regulatory stress tests.

We support you in optimizing your financial and strategic management.

We help you accelerate your financial production (PNB, Outstandings & Ratios) and gain agility to respond to current banking challenges, whether they are regulatory (IFRS17 and Basel 4), macroeconomic (Inflation and economic slowdown), market-related (Margin weakening and competitive market), or organizational (Mergers and acquisitions).

Portfolio profitability, fee calculations.

We help your financial departments maximize the value extracted from the data collected from your valuers and custodians.

We intervene transversally in your financial processes: data collection, processing & transformation related to AUM, administration of rules, and automation of Management & Referral Fees calculations, as well as profitability reporting down to the ISIN granularity.