Financial Services

The Exequor Group’s Financial Services practice specializes in designing analytical and governance solutions to the challenges associated with risk and performance measurement. Our areas of expertise include stress testing, asset/liability management, funds transfer pricing, and capital and liquidity management.

Our offerings are exceptional. We address both strategic advisory services related to Treasury and Risk practices, as well as data modeling and quantitative solutions that define best practice risk analytics.

Our partners have in-depth experience in Treasury and Risk Management in GSIB and DFA US and with leading global financial services providers. Leadership roles include Head of Capital Planning, Treasurer, Chief Investment Officer, Head of Asset Liability Management, ICAAP Director and Head of Credit Portfolio Management.

financial_services_wide

Given the stringent and evolving regulatory environment our clients face, we apply our expertise via several vehicles:

Training
Exequor develops courses on a variety of risk and balance sheet management subjects, including stress testing, ALM, FTP and non-maturity deposit modeling. We also provide special training tacks for validation and audit teams, helping them understand the changing regulatory issues in the areas they review.

Validation
We conduct both quantitative and qualitative analyses for model and process review and for validation across multiple disciplines: capital, credit, ALM, FTP, forecasting, stress testing and liquidity.

Policy and Governance
The CCAR and DFAS stress testing and use test demand new approaches to the implementation of capital, liquidity, risk policies and oversight. The Exequor team has the expertise and experience to develop viable solutions and best practices in addressing these highly complex challenges.

Behavioral Model Design
Our models combine vital industry knowledge with PhD-level quant modeling, using both client data and our own exhaustive industry data.

The Exequor Group leads in deriving value from regulatory compliance spends. We show clients how to successfully apply stress, return on capital, and risk management techniques to solve business problems and to improve financial returns.

FINANCIAL SERVICES CASE STUDIES >

Meet the Team

Trust, Leadership, Expertise

CogForma

Pragmatic, Analytical Solutions

Contact Us

Take the Lead, Take Action, Contact Exequor