Our Services

We have broad and deep experience in asset-liability management, structural interest rate risk management, and valuation, including modeling; stress testing and scenario analysis; and validation. This experience includes enterprise-wide stress tests across all trading and banking activities, counterparty credit models, and valuation of standard and highly unusual instruments−all with heavy regulatory scrutiny.

Key features include:

• Gap analysis & recommendations
• Economic value of equity (EVE) modeling
• Liquidity risk evaluation
• Custom ALM policy development
• Regulatory compliance support

Our team of experts will work with you to develop solutions that align with your institution’s strategic goals and risk appetite.

Our Current Expected Credit Loss (CECL) and stress testing solutions help institutions meet regulatory requirements while providing valuable insights for strategic planning.

Services include:

• State-of-the-art CECL model development and implementation
• Comprehensive loss forecasting methodologies
• Custom stress testing scenarios
• Integration with existing risk management frameworks
• Validation and documentation support

We have innovative and intuitive methodologies and experience with a variety of commercial loss forecasting platforms as well as our own parallel, loss-forecasting framework to verify black box platform outputs.

Our model development services provide customized financial modeling solutions tailored to your institution’s specific needs and objectives.

Our approach includes:

• Needs assessment and requirements gathering
• Model design and development
• Testing and validation
• Implementation support and training
• Ongoing maintenance and enhancement

We enjoy creating automated, controllable processes that save resources and allow for easy validation and future ETL.

Our governance and risk management services help institutions establish robust frameworks to identify, measure, monitor, and control risks effectively.

Services include:

• Risk governance structure development
• Enterprise risk management framework implementation
• Risk appetite statement formulation
• Policy and procedure development
• Risk reporting and monitoring systems

Our experts can help you turn what too frequently is mere risk reporting into true, sound risk management that leads to prevention, insurance, or contingency actions.

Our independent audit and validation services ensure your models and processes meet regulatory requirements and operate effectively.

Our comprehensive approach includes:

• Model validation and verification
• Process control assessments
• Regulatory compliance reviews
• Documentation and reporting
• Remediation planning and support

We provide the objective assessment needed to strengthen your risk management practices and satisfy regulatory expectations. We start with two important questions – (1) Is the math right? and (2) Is it the right math?

Our training and development programs help build the knowledge and skills your team needs to effectively manage financial risks and models.

Programs include:

• Tailored training modules that align with regulatory frameworks and evolving financial risks.
• Interactive eLearning modules that enhance technical expertise in stress testing, forecasting, and decision-making.
• Microlearning modules designed to strengthen strategic thinking for executives and risk professionals.

We design learning experiences that combine theoretical knowledge with practical application to drive lasting skill development.

Our coaching and recruiting services help you build and develop world-class risk management and financial modeling teams.

Our comprehensive approach includes:

• Executive search and talent acquisition for specialized roles
• Professional coaching for leadership
• Team building and performance optimization
• Succession planning and leadership development
• Cultural assessment and team dynamics improvement
• Committee education

We understand the unique challenges of finding and developing talent in the financial services industry and provide tailored solutions to meet your staffing and development needs.

Our platform delivers a transparent, user-friendly solution that enables financial institutions to build customized models with full visibility into methodologies, seamlessly integrate qualitative adjustments, and generate tailored reports that meet their specific regulatory and business requirements.

Our technology solutions include:

• Benchmark models for existing platforms
• Production platforms for CECL, loss forecasting
• Data integration and workflow automation

We can deliver a custom platform or develop a parallel process that provides a benchmark against an existing black-box solution.