finlytics

About us

finlytics provides “Next Generation” Investment and Financial Accounting, Control and Regulatory solutions for all investment organisations, from small Funds to major Investment Banks. We have created an information and process eco-system using our industry-proven, “best practice” business models. Combining the latest technology and AI patterns, we deliver technology and advisory services that power and control investment and financial reporting. We cut through complexity, increase efficiency and reduce costs.

Services

Solutions

“Next Generation” Investment and Financial Accounting, Control and Regulatory solutions. Process management and reporting charged by powerful AI for increased automation and insight – from transaction matching to predictive analytics.

Processes

Pre-defined “smart” processes that provide end-to-end augmentation, control and scalable exception-based processing. Optimises resource utilisation and delivers operational efficiency.

Advisory

Business and technology SMEs specialising in Investment and Financial Accounting, Control, Risk and Regulatory. Artefacts include functional domains, design, operating and data models.

Solutions

Cross-functional framework to deliver Product Control and Investment Book of Record (IBOR) services. Flash and official P&L sign-off, accounting, reconciliation, MI reporting and analytics. Benefits:

Enhanced core controls and functions via AI, automation and predictive analytics
Powerful insights using Business Intelligence (BI)
Ability to meet changing market needs, including trading new products and conforming to new regulations, through a capability structured architecture
Reduced change management and resource requirements when scaling business volumes and entering new markets
Standardised MI and regulatory submissions across different asset classes
Flexibility with services leveraged as a complete or tailored solution

Processes

Pre-defined, efficiency-driven business processes to cover all areas of control and reporting functions. Benefits:

Optimise resource requirements through streamlining and greater focus on value-add
Complete and higher quality information, as transitioned through primary and secondary control processes
Measure of current and future state performance and costs
Separation of core processing from exception management
Potential to migrate from manual to automated

Advisory

We are specialists in moving from strategy to execution; from establishing a clear vision to measuring outcomes, our advisors have the skills and experience to engage with stakeholders and generate valuable artefacts. We:

Establish principles, including functional alignment and standardisation
Meet the requirements of the business and regulators
Our accelerators de-risk and minimise re-invention, including:

Reduced change management and resource requirements when scaling business volumes and entering new markets
Standardised MI and regulatory submissions across different asset classes
Flexibility with services leveraged as a complete or tailored solution

Contact Us

info@finlytics.com