The First ChatGPT for Finance Transformation.

The ever-increasing pressure on cost transparency and rationalisation makes Cost Planning an extremely critical function. Workforce, IT, Projects and Infrastructure form the in-focus cost pools leading to OCIR-based profitability reporting. We believe all of these aspects of cost planning should be seamlessly inter-connected and include strategy planning and intelligent forecasting.

Our solutions empower the business to create what-if scenarios to fast-forward into the business impact of strategic changes onto the cost levers, both from a management and regulatory perspective, including the ability to report on new structures against multiple historical structures.

We help our clients to increase front to back transparency and control in how costs are allocated from a management perspective so that P&L owners have clarity of the costs they have been allocated in relation to their CIR and other KPI targets.

Capabilities & Experience

• Creating employee-level cost-planning for global enterprises with upwards of a hundred thousand employees and complex entity structures.
• High-performance IT Cost Allocation solutions able to process billions of data points within an hour.  Genealogy reporting at the lowest level of granularity across multiple hierarchies.
• Plan detailed project costs using driver-based planning and gain an accurate financial analysis of the project's impact and business benefits. Create a portfolio view of hundreds of projects designed specifically for executive forums.
• Equip the business with complex scenario modelling, Machine Learning, and What-If analysis simulations to increase agility, confidence in decisions, and accuracy.

We can assist with every aspect of performance reporting, whether management reporting or more complex regulatory and climate reporting. Our team has designed and delivered transformative reporting and analytics solutions for several banking and insurance clients. 

Our solutions have typically become the single source of truth for operational reporting and forecasting. We fully understand the complexities of integrating multiple data sources and the need for high-performance data loads and reliable data refreshes, especially during critical reporting and budgeting periods.

Every client we have supported now has vastly improved insights into the underlying drivers of performance and a significantly more streamlined regulatory submissions process, leading to a faster close.

Capabilities & Experience

• Creating high-quality operational reporting data hubs that reliably and quickly reveal insights to business users for day-to-day forecasting and performance tracking.
• The ability to create highly flexible reporting repositories that integrate with critical source data, such as the GL, that can quickly analyse billions of data points.
• Creating scalable and reliable systems and processes to publish formatted narrative report books and packs for regulatory submissions, including IFRS, Basel, and Climate.
• Experience designing reporting solutions for management and regulatory purposes that combine OLAP and relational data sources to achieve the best outcome at a lower cost and risk for key business stakeholders.
• Automation of Report generation using narrative reporting, adaptive insights and Gen AI capabilities

The macroeconomic variables in the market today are much more volatile than ever before, creating the need for CFO organisations to have the ability to model their business across multiple dimensions, scenarios and timelines for changes to MEVs and Capital decisions. This is a core capability of our team. 

Our solutions enable our clients to build a library of their own models on the fly and "bring" existing models, perhaps Python-based, into systems for multiple purposes, such as stress testing, risk modelling, and forecasting future outcomes.

Our team has designed and delivered modelling tools that enable C-suite leadership teams to model how changes to a vast array of core macroeconomic assumptions will impact liquidity risk and future dividends, for example. Whatever the modelling needs, we can help.

Capabilities & Experience

• The ability to bring data science and embed machine learning into core finance systems to accelerate critical finance processes and remove the manual work for finance teams to be data-driven.
• To help finance teams improve forecasts with predictive models. We can help you identify and leverage patterns in your financial and operational data to improve forecast accuracy and largely automate future forecasts.
• Deep capabilities in specialised areas, including producing a daily view of client-level profitability, loan portfolio modelling, and comprehensive balance sheet sensitivity.
• Core data integration and data modelling skills that encompass a broad spectrum, including OLAP, Python, and SQL.  We can not only design models but also build them cost-effectively.

Our team has delivered solutions that improve how our clients measure, manage, mitigate, and report risk. Our risk management skills span the design of credit, liquidity, interest rate, and business risk platforms.

We have developed solutions essential to risk reporting, such as Loss Given Default, Impairments, Capital Adequacy, RWA's, and Solvency II. We have experience accelerating the delivery of IFRS and Basel reporting solutions. 

We provide highly scalable models that operate at the instrument level. This allows for an accurate assessment of each loan, deposit, investment, and off-balance sheet instrument to determine the risks assumed and their sensitivity to changes in economic conditions.

Capabilities & Experience

• Strong knowledge of integrating the underlying data models, calculations and analysis required to support IFRS and Basel disclosure processes.
• The solution engineering skills to develop complex calculations and business rules that operate at high performance across billions of data points.
• Experience delivering solutions in different regulated markets, including the UK, Europe and the USA.

The Corporate Sustainability Reporting Directive (CSRD) is a game-changer for businesses operating in the European Union. This new regulation mandates comprehensive reporting on a company's environmental and social impact, moving beyond just financial performance.  

Implementing CSRD compliance is complex. Gathering, consolidating, and analysing vast amounts of sustainability data from across your organisation is a significant challenge. Manual processes will be time-consuming and error-prone. Integrating new data streams with existing financial systems will pose technical challenges.

The sheer volume of disclosures mandated by CSRD adds another layer of complexity. Companies will need to report on a wide range of ESG factors, potentially encompassing over 80 distinct disclosure types and 100+ data sources.

Capabilities & Experience

• We are flexible and can complement any existing data platform strategy, such as AWS or GCP, being developed for CSRD and ESG reporting.
• We specialise in designing and building centralised platforms that gather, store, and analyse large amounts of sustainability data from diverse sources. These platforms ensure accurate reporting through data quality, standardisation, and traceability.
• We have strong capabilities in developing automations to streamline data collection, analysis, and report generation processes. By leveraging automation, we empower our clients to meet the high volume and complex nature of CSRD disclosures with increased efficiency and reduced risk of errors.
• We see several Generative AI (GenAI) use cases for CSRD, including automated data gathering, report drafting, benchmarking, and scenario planning. We can help you to embed GenAI capabilities into your CSRD systems and processes.