Analytics & BI · Financial services
Reporting your risk committee can sign off on.
Scattered portfolio, risk and client data, turned into one set of numbers your board, regulator and front office agree on — with the definitions and checks written down underneath.
Reconciled As reported
Placeholder · Client quote
- Years in financial-services data
- Placeholder · Number
- Engagements delivered
- Placeholder · Number
- Assets under reporting
- Placeholder · Number
Engagements
Fixed scope · fixed price
The audit is the usual first step: it is short, fixed in price, and shows whether the rest is worth buying.
01
Reporting audit
Two weeks to find which of your numbers disagree, why they disagree, and what it takes to make them agree for good.
From Placeholder · Price
02
Data platform build
One validated source for positions, transactions and client data, with checks that stop bad numbers before they reach a report.
From Placeholder · Price
03
Board & risk reporting
Dashboards and reporting packs your board and risk committee read without arguing about the inputs.
From Placeholder · Price
+ Add-on
AI assistant on your data
A simple, governed chat assistant that answers questions from your own reports and definitions.
From Placeholder · Price
How it works
From loose records to one number.
01
Call
Thirty minutes. You name the report nobody trusts; I tell you whether I can help.
02
Audit
Two weeks tracing every figure to its source, ending in a costed plan.
03
Build
Validated data, reconciliation checks and reporting your committee can sign off.
04
Handover
Documentation and training, so your team runs it without me.
Sample data, reconciled positions by asset class: Equities CHF 1'620'000, Fixed Income CHF 2'465'076, Alternatives CHF 450'000, Cash CHF 610'000.
Selected work
All workAsset management
Three NAV figures, one number
An asset manager's fund administrator, order management system and accounting ledger each reported a different net asset value — and month-end became a negotiation.
- Month-end close
- Placeholder · Figure
- Reconciliation breaks per month
- Placeholder · Figure
Private banking
The risk report that was quietly out of date
A private bank's daily risk report kept showing the last good day after a market-data feed stopped — and nobody noticed until an auditor did.
- Time the report was stale before detection
- Placeholder · Figure
- Detection time after the rebuild
- Placeholder · Figure
Who does the work
Placeholder · Your name
Placeholder · Your title
You work with me directly, from the first call to the handover.
Worth a conversation?
Thirty minutes, no charge, no deck. Tell me which report you do not trust and why, and I will tell you whether it is a two-week problem or a two-month one — including when the answer is that you do not need me.