For Banks & Financial Services
ALM technology consultancy
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The Interest rate changes and the general interest rate risk level may change for different reasons. When interest rates change, the present values and future cash flows change. Interest rate risk management is thus critical to the stability of banks. Customer behaviour is constantly changing. Banks are exposed to these changes, through the possibility offered to their customers to pre-pay their loans or withdraw savings without prior notice. Requirements faced by ALM in banks are continuously changing and are in most cases increasingly challenging. Both, the internal risk policies and limits, as well as the regulatory requirements, are important and must be fulfilled.
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We walk our clients through ALM technical solutions available on the market an recommend one that you can manage your risks in accordance with how deep you are in risk management - solution tailored just for you.
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Digital Wealth Management consultancy
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We don`t do consulting on how you manage your wealth portfolios, products and risks. We are here to give you an overview how to establish your digital wealth services easily and quickly.
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Implementing wealth services is always a challenge for the organization – many are struggling to collect products and create portfolio structure to offer through channels timely and easily. Instead of implementing expensive wealth management platforms, we offer reviews of solutions to build a complete mobile first private bank using existing infrastructure such as your internal BPM, DMS, CRM, Security etc.
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Having such solutions, wealth managers can set up their own mobile/first digital wealth management services quickly, this makes it possible to serve clients using both digital and offline channels.
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Digital Core Banking Systems
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How to revamp the legacy applications and help financial become truly future-proof?
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In light of recent hype on omni-channel, banks been mainly focusing on creating new mobile apps, while leaving the actual legacy “spaghetti mess” in the mid and back.
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Therefore, we can conclude that real digital transformation happens in the Mid & Back and not on the front-end. Creating good UI/UX is not enough anymore. We help banks and financial institutions revamp their legacy and create a sustainable future-proof IT architecture by suggesting the best in-class true Digital Core Banking systems that would last for decades.
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Securities Finance Transaction Reporting consultancy
The financial crisis highlighted the need to improve regulation and monitoring outside the controlled world of banking. The volume of
transactions carried out by banks had increased enormously and the risks created could be systemic.
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Regulation (EU) 2015/2365 of the European Parliament and of the Council on transparency of ‘Securities Financing Transactions and of reuse and amending Regulation 648/2012’ (SFTR) responds to the necessity to improve the transparency of securities financing markets as part of the financial system.
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It creates a unified framework under which details of Securities Financing Transactions (SFTs) can be efficiently reported to Trade Repositories (TRs) and information on SFTs as well as total return swaps are disclosed to investors in collective investment undertakings.
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We advise you on selecting top solutions on the market to solve all of your gaps in the SFTR.
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Investor Communication - Proxy Voting - SRD II consultancy
Regulations change. Technologies advance. Preferences evolve. Through it all, you’re expected to meet your regulatory obligations while finding new ways to reduce costs,
streamline operations and satisfy clients. Our comprehensive proxy and regulatory communication advisory services help drive business transformation for leading broker-dealers, mutual funds and wealth management firms.
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As a result of our advisory on comprehensive meeting services and regulatory communications solutions, we help you select the best proxy services solution to manage, track and fulfil with greater speed, accuracy and control—anticipating the future to keep you ahead of the curve.
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Corporate Actions
Driving your shareholders to take action requires a higher level of engagement. We advise you on how you could select the best platforms to reach your shareholders quickly with personalized interactions and encourage them to participate with our agency services for voluntary corporate actions.
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High-profile events like reverse stock splits, mergers, bankruptcies and class actions are often complex and highly regulated. The tailored solution manages the process on your behalf — from transaction through communications and post-merger clean up — to ensure efficiency, compliance and shareholder participation.
Software Development Outsourcing Services
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According to the needs we are able to offer high quality, long term or short term, on-site or off-site experts who build software solutions for Financial Services, Banking and Corporates sectors.
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From years of experience in DACH region and the UK, our software development outsourcing structures deliver software from ideas to business.
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Based on your needs, we form a team of Software Architects, Designers, Lead/Senior Developers, Programmers, Testers, Project Managers to cover SW development cycles from going in depth to create technical specifications to describe the system, lay out the functional and non-functional requirements to ensure the best possible results at the development stage and testing.
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We can help organisations select experienced technology experts of any kind to fulfil your immediate needs.