A fresh take on risk and valuation

Services for financial institutions and corporates, performed by dedicated experts

Risk Advisory

We advise and implement the best solutions to measure, report and manage your risks.

We deploy a whole project team accountable to deliver the solution (or a part of it) or we dedicate seasoned expert(s) to support your team under your supervision.
 

Regulatory Compliance

We analyse, guide, support and help you comply with regulatory requirements, such as CRD, Basel/CRR, Solvency, Climate risk regulatory developments, EMIR, SFTR, ICS, IFRS17, etc.
Finalyse also directly provides managed services for EMIR or SFTR reporting services.

Managed Services

We offer an independent, cost-effective and tailored service for the valuation and reporting of OTC derivatives and structured products.
Our expertise expands to private equity and debt valuation, margin calculation (ISDA SIMM), Value at Risk Calculation, Solvency II stress tests, risk reporting and risk dashboarding.

Why FINALYSE?

SEASONED FINANCIAL EXPERTS

Our consultants have deep theoretical knowledge refined by proven practical experience, allowing us to create complementary and multidisciplinary teams to carry out your projects.

AT THE FOREFRONT OF REGULATION

We constantly monitor regulatory developments, to anticipate tomorrow’s requirements and provide up-to-date advisory services.

OUTSTANDING CLIENTS RECORDS

Finalyse is recognized as a trusted advisor, thanks to years of client intimacy and successful delivery.

COMMITMENT TO SUSTAINABILITY

We commit to implement sustainability governance driven from the executive level and embedded into business processes.

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LOCAL PRESENCE, EUROPE-WIDE

With strong presence in major financial centers of Western and Central Europe, we accompany our customers across borders.

Firsthand testimonies

Support in development and implementation of IFRS 17 Solution 

SAS has developed a solution called SAS IFRS 17, an integrated environment for managing, auditing and tracing all the steps of IFRS 17 compliance processes. Thanks to our partnership with Finalyse, and the high technical knowledge demonstrated by the Finalyse consultants, we have been able to develop the tool further, working on use case testing and documentation, and have already started implementing the solution on-site. Thanks to their support, the solution covers fully all phases of implementation, allows the orchestration of processes and advanced data management.
 

Florian Stammer, 
Director Consulting 

Support in development and implementation of IFRS 17 Solution

The Finalyse team expertly helped us navigate a complex, multi-year IFRS17 deployment at a major Canadian insurance provider with their detailed subject knowledge, collaboration and consistency. We were able to work together successfully to help our customers solve business challenges while maintaining accounting standards and complying with relevant regulatory obligations.

SaS Canada

Development of a decision-making process based on data from the ERIF credit information database.

Project was initiated by detailed business analysis. In further steps scope covered: gathering, cleansing and validation of data. The final result of the work included development of decision making process, described by detailed documentation, in particular the documentation of the model used in the process and the functional specification that can be passed on to the third parties. 

We confirm that the project, which was led by Principal Consultant Mr. Mateusz Pikosz, was performed with the highest standards in terms of quality, client approach, schedule execution and methodology.

We are happy to recommend services of Finalyse to any potential business partner in financial sector wishing to develop decision models in risk areas.

Edyta Szymczak,
President of the Management Board at ERIF BIG S.A.

Private Equity Valuation

INVEST FOR JOBS (IFJ) considers FINALYSE as a trusted partner for many years, which supports us in the half-yearly fair value valuation of our equity portfolio. The FINALYSE team provides pragmatic and tailor-made reports that can be used directly by our team.
We appreciate their understanding of our needs, their ability to be responsive and meet deadlines, as well as the quality and openness of the debates while maintaining a strictly independent mindset.

Christophe Picard,
CEO

A fruitful collaboration to help Ethias deliver on ALM goals

Ethias has had a fruitful collaboration with Finalyse on a range of ALM issues over the years. 
Finalyse consultants came up with practical solutions to produce integrated risk measures across the balance sheet, allowing for new simulation capacities, shorter timelines in the production of ALCO material, and altogether a greater ability to deliver on the objectives of the ALM function. In particular, the collaboration with Finalyse was instrumental in setting up an interest rate hedging strategy that protects Ethias’s solvency capital ratio.

Christophe Matère,
ALM & Economic Projection

Recent articles

We constantly monitor regulatory developments, to anticipate tomorrow’s requirements and provide up-to-date advisory services.

Recent publications

Article
Results of the 2023 ACPR Climate Stress Tests
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Article
The Impact of Climate Transition Risk on Assets
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Whitepaper
The transition from the current insurance reporting under IFRS4 to the new IFRS17 standard
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Selected project references

By providing best practices and cutting edge expertise in all types of risk management puzzles, we empower banks, insurance companies, asset managers and corporates in facing challenges of ever-changing economic and regulatory environment. Our customer-centric approach allows flexibility in addressing both practical and technical facets of risk management value chains.