Credit Risk Analytics

Credit Risk Analytics

Risk management is a continuous process for your organization. You can never eliminate risk, but you can mitigate it.

SWI offers the Business Analytics for Credit Risk (BAC) Accelerator — a solution that provides enterprise-wide risk management. Organizations can use BAC to build credit risk analytics according to their specific business needs.

BAC empowers credit officers to make sense of their data and effectively plan, understand, manage and predict financial and operational performance, including:

Credit Exposure Reporting

  • Identify large exposures in the credit portfolio
  • Analyze consolidated credit exposure across the entire enterprise
  • Measure single-name and aggregate exposures across all business lines
  • Monitor related parties exposures
  • Monitor current and potential future exposures of counterparty transactions

Credit Portfolio Composition

  • Analyze composition by credit quality, industry segment or location
  • Identify concentration risk in the credit portfolio
  • Analyze trends in portfolio composition changes

Capital Requirements

  • Calculate regulatory and economic capital requirements for on-and-off balance sheet credit exposures

SWI has successfully delivered countless BI systems to the financial industry. The BAC leverages SWI’s extensive experience and best practices developed through these projects.

Data Sheet

Analytics for Trading

Analytics for Trading

Without accurate, insightful data, your trading strategy loses competitive advantage.

The Business Analytics for Trading (BAT) Accelerator empowers broker-dealers to design trading analytics according to their business needs.

With SWI’s BAT, capital markets professional can make sense of their data to effectively plan, understand, manage and predict financial and operational performance, including:

Sales and Trading

  • Leads & Opportunities — Meeting sales targets by increasing visibility into sales pipeline, identifying trends and implementing solutions
  • Quotas & Forecasts — Providing quotes by target dates and accurately forecasting future sales
  • Trades Completed – Understanding and predicting customer trading patterns

Research

  • Active & Passive Trade Analysis — Maximizing trade rebates and minimizing exchange fees
  • Order Latency – Identifying opportunity cost due to latency
  • Categorization by Capitalization — Access trading activity by capitalization

Financial

  • Risk Management — Incorporates historical trade data into near-time risk monitoring
  • Compliance Investigations — Quickly verifies best execution from historical trade and market data

Operational

  • Market & Customer Trades — Forecasts demand and identifies trends to align resources

SWI has successfully delivered countless BI systems to the financial industry. The BAT leverages SWI’s extensive experience and best practices developed through these projects.

Data Sheet

Analytics for Investment

Analytics for Investment

The Business Analytics for Investment (BAI) Accelerator empowers investment firms with the tools to build investment analytics according to their business needs.

Using SWI’s BAI, investment firms can make sense of their data to effectively plan, understand and predict financial performance, including:

Sales & Marketing

  • Compare changes in Assets Under Management (AUM) to sales and marketing costs
  • Highlight effectiveness of sales and marketing campaigns
  • Monitor the introduction of new AUM over time

Trading and Portfolio Management

  • Monitor the effectiveness of investment strategies
  • Compare portfolio returns to AUM changes
  • Increase efficiency by analyzing trading and portfolio costs

Portfolio Risk and Performance Analysis

  • Measure the effectiveness of an overall strategy
  • Monitor changes in assets, revenue and composition
  • Monitor portfolio compliance

Research and Development

  • Test potential strategies
  • Gain insight into research and development efficiencies
  • Compare portfolio performance to R&D costs

SWI has successfully delivered countless BI systems to the financial industry. The BAI leverages SWI’s extensive experience and best practices developed through these projects.

Data Sheet