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Financial Services

Our Services

Board Advisory Services

  • Board Assessment
  • Board Training

Risk Management

  • Organizational Design (Lines of Defense)
  • Enterprise Risk, Governance and Reporting (Risk Appetite, Risk Assessment)
  • Operational Risk & Compliance
  • Model Risk
  • Risk Appetite
  • Technology Risk

Senior Management and Board Reporting

Solutions for Enterprise Control Testing

  • Regulatory Advisory Services
  • Policies and Procedures
  • Business Process Review, Redesign
  • Third-Party and Outsourcing Support
  • Customer Relationship Management

Regulatory Guidance

Heightened Standards and Enhanced Prudential Standards

Information Technology

  • Modeling solutions
  • Systems Implementation
  • Spreadsheet Risk Management

Records & Information Management

Organizational Controls Testing Strategy & Approach