• Corporates
  • Advisory
  • Knowledge
  • Treasury Leadership
• Banks & Financial Institutions
  • Advisory
  • Knowledge
  • Treasury Leadership
• Funds
  • Advisory
  • Knowledge
  • Treasury Leadership
• Regulators
  • Advisory
  • Knowledge

Banks and Financial Institutions have been catalysts of progress in the modern financial world. Economies have developed, industries have been created and people's savings have multiplied with the involvement of banking and finance corporations.

With changing times and evolving markets, concerns on Risk and Liquidity have increased in dimension and scale. There is a large responsibility that Banks and Financial institutions bear on their balance sheet, and their management teams bear towards customers, shareholders and employees. In this context, managing the Institution's own risk, its models, liquidity and robust assessment determine its longevity and its ability to meet these commitments.

We at Aktrea help you assess and address these risks. Our expertise, from a team that has actively managed diverse balance sheets, had been responsible for oversight of market and liquidity risk across countries, and has been part of teams that have reengineered ALCO processes as part of one of the largest banking institutions in the world, will assist in making your processes more watertight, and measurement and management of risks more seamless, as your business enters a new phase of growth in an increasingly turbulent world.

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ADVISORY SOLUTIONS FOR BANKS AND FINANCIAL INSTITUTIONS

Aktrea’s Advisory Solutions help our Bank and FI Clients build a customer focused capital markets business supported by adequate infrastructure and controls.

The specific areas which Aktrea’s Advisory solutions for Banks and Financial Institutions cover are:

• Business Strategy

Markets Strategy and Infrastructure Strategy for Reengineering existing businesses and Identification and Implementation of New Opportunities

• Risk Management Framework

Policy formulation and Implementation covering Market, Credit and Operational Risks, Processes and Documentation

• ALCO & Liquidity Risk Strategy

Policy formulation and Implementation for ALCO and Investments, and addressing structural Liquidity issues

• Technology & Systems Strategy

Identifying appropriate technologies and systems for Capital Markets, and developing models for in-house valuations

• Risk & Regulatory Capital Management

Addressing Risk and Regulatory Capital issues including preparedness for Basel II, Economic capital and ISO certification

• Customer Risk Advisory

Working as your partner with your corporate and institutional customers to help them manage their market exposures

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KNOWLEDGE SOLUTIONS FOR BANKS AND FINANCIAL INSTITUTIONS
 
 Aktrea’s Knowledge Solutions provides practical, hands-on and state-of-the-art training across many areas of the banking world that can be customized to the requirements of Banks and FIs.

We can also extend our training expertise to the Corporate and Institutional customer base of Banks and Financial Institutions. Some of the programmes that we offer are given below:

Module	Summary	Duration	Target Audience
Markets Simulation (Bourse)* (Basic to Advanced Levels)	Online experience of market moves and risk management across asset classes, including Rates, Bonds and FX	1 to 5 days (Classroom or virtual)	RMs, Product, Sales, Service, Compliance, Middle Office, Risk, Operations, Clients, Management Associates
Corporate Financial Statement Analysis through Business Simulation*	Understand, appreciate and articulate Working Capital and Balance Sheet impact of Banking solutions	1 day	RMs, Product, Sales, Service, Trade Finance, Clients, Analysts, Management Associates
Hedging Simulation (Bourse)*	Live feel of corporate hedging using available solutions across different environments	1 to 2 days	RMs Product, Sales, Service, Risk, Clients, Analysts
Advanced Bank Balance Sheet & ALM Workshop* (Basic to Advanced Levels)	Hands-on management of a Bank’s balance sheet, ALM, related risks	3 days	Risk, Treasury, Sales, Financial Sector RMs, Product, Compliance, Financial  Control
Corporate Treasury Workshop	Understand issues, experience & design solutions for managing Cash, Liquidity and Risk for Corporates	3 days	RMs, Product, Sales, Service, Trade Finance, Clients, Analysts
Investment Management and strategy	Different kind of Investment Firms including Mutual Funds, Hedge Funds, Private Equity and Alternative assets	3 days	Risk Managers, Financial Institution coverage and product personnel, Consumer banking staff
Credit Analysis of Financial Institutions (Basic to Advanced Levels)	Developed approach to Credit Analysis of FIs such as Banks, Investment Banks, Insurance Cos, Investment (including Funds) and Finance cos	1 day (L 1) 2 days (L 2)	Risk Managers, Relationship managers, product personnel
Corporate Finance & Capital Markets Game – Leaderboard*	Experience of Corporate Finance and Capital markets from a practitioner’s point of view: current spectrum of themes, from M&A through Fund-raising & Private Equity	3 to 5 days	RMs, Sales, Product, Credit and Risk, Analysts, Employees with a career path towards active coverage roles, Management Associates
Theatre-based Training and Development*	Using techniques from Theatre to Focus on Soft skills or Organization Specific Issues such as Diversity, Compliance and Internal Policies	1 to 3 days	Based on requirement or issues

* Unique first of its kind experience

 

Do contact us to know more of the scope of Aktrea’s Knowledge solutions for Banks and FIs.

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TREASURY LEADERSHIP SOLUTIONS FOR BANKS AND FINANCIAL INSTITUTIONS

Aktrea’s Treasury Solutions for Banks and FIs provides impeccable support to run a mainstream Dealing Room.

We provide comprehensive end-to-end outsourced solutions for valuations and running of financial models and systems for our Bank and Financial Institutional clients. We are comfortable working with our own proprietary models, existing solutions or those developed by the client. Our ability to understand portfolios and systems and our prior experience in delivering value through outsourced solutions across borders will provide reliable and time-critical inputs to Decision Makers, Traders and Risk Managers, while ensuring headcount optimization and employee productivity at the Client’s end.

Depending on customer requirements, we would also extend the services to providing a comprehensive Knowledge Processing Outsourcing solution for the Treasury and Capital Markets function.

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