We’ve delivered large-scale business and technical solutions for complex reporting requirements including stress testing, capital, liquidity, complex trade reporting, and more.

We maximize the value of our work by applying our data governance expertise, rationalizing data marts and implementing mature operating models to support efficient enterprise-wide reporting.

 

What We Do

  • Interpret rules to identify data requirements
  • Develop and update documentation
  • Analyze how to retrieve and organize report data
  • Ensure accurate data is delivered on time
  • Self-identify and report any errors
  • Build efficient support and oversight practices

  • Call reports and FFIEC financial reports
  • Liquidity reports, including 2052a
  • Calculate NSFR and LCR
  • Track quality and provenance of financial statements
  • Comply with Basel III Liquidity reporting needs
  • Automate and streamline adjustments process and audit trail
  • Identify CDEs and build lineage
  • Reconcile financial reports and ensure consistency across time and jurisdictions

  • Rationalize data marts and reporting platforms
  • Define operating model for reporting pipeline
  • Embed and productionize operating model
  • Assemble data marts for regulatory use cases such as HMD
  • Architect risk and finance aggregation layer
  • Manage reporting platforms such as Wolters Kluwer and AxiomSL

  • CCAR, FRTB, and other stress scenarios
  • Deliver CVA calculations
  • Manage scenario parameters
  • Build out model governance
  • Manage adjustments and amendments
  • Aggregate risk outputs
  • Verify consistency and accuracy of submission

  • Quantitative analysis to produce updated CVA and RWA results
  • Qualitative review of the risk aggregation pipeline
  • Interpret Basel qualitative requirements
  • Respond to Basel IV CVA and RWA changes
  • Carry out internal model validation
  • Support migration to/from standard models
  • Respond to operational risk framework changes

  • Deliver efficient, timely near-real-time swaps reporting and controls
  • Implement CFTC update changes
  • Implement EMIR update changes
  • Create real-time eligibility and disclosure rules
  • Implement reconciliation and amendment logic
  • Migrate to ISO 20022
  • Support ESMA DQ metrics

Case Studies

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

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 Governance

Data Governance

We improve your bottom line, as well as your regulatory compliance, with our formal, systematic approach to measuring and uplifting Data Governance

Capital and Liquidity Management

Capital and Liquidity Management

We optimize your use of capital and liquidity

Stress Testing

Stress Testing

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

Risk and Regulatory Reform

Risk and Regulatory Reform

We help you navigate the changing Capital Markets regulatory landscape

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

We define and implement rigorous data quality and control frameworks to ensure compliance at scale