Consulting Services

Measure market risk with precision—every day. Our ALM consulting services help institutions understand balance sheet structure, reduce earnings volatility, accelerate decision-making, and protect margins with daily reporting and account-level transparency.

Stay ahead of liquidity demands and evolving regulatory expectations. With daily, accurate visibility into liquidity positions, TBSM helps institutions and lenders optimize balance sheet management and respond to changing market conditions.

Automate regulatory reporting, reduce manual effort, and ensure compliance. Streamline reporting processes to save time, improve accuracy, and simplify validations with transparent reporting that adapts as regulatory requirements evolve.

Measure the value of funding with precision. Our FTP solutions provide flexible methodologies and transparent analytics that allocate funding costs and benefits across products, channels, and business lines to support pricing, profitability, and balance sheet strategy.

Understand behaviours to better manage risk and profitability. Gain insights into loan prepayments, deposit trends, mortgage funding probabilities, and other retail behaviours to identify risk, anticipate trends, and make informed decisions.

Protect earnings and simplify hedge accounting with automated solutions designed to maintain effective hedging relationships. Gain greater transparency, accuracy, and control through experienced support in valuations, reporting, and hedge program management.

Value complex financial instruments with advanced modeling and valuation expertise. Our experience spans rates, currencies, commodities, credit, and CVA/DVA valuations, providing the insights needed to assess risk, support reporting, and strengthen portfolios.