Banking & Insurance support

Transitional solution

  • Insurance
  • Banking
  • We reinforce your teams on a one-time or recurring basis

    • Operational support for the production of corporate, consolidated (French and IFRS) and prudential account statements (Solvency II and ENS including QRT, economic balance sheet)
    • Specific standards-related analysis : IFRS, SII, ESG, ENS (french specific templates).

     

     

  • We assist your teams either on a one-off basis or through recurring engagements :

    • Providing additional workforce resources during the preparation of financial and prudential statements.
    • Supporting your accounting teams with tasks such as accounting reconciliation and controls.
    • Assisting with the preparation of EBA/ECB and PRA/FCA regulatory statements, including FINREP, COREP, Investment firm returns…
    • Providing expertise, support, and training in accounting standards, compliance, banking and market regulations.
    • Advising on local regulations, with a strong emphasis on the UK and French national reporting, such as RUBA and Bank of England returns.

Project management and execution

  • Insurance
  • Banking
  • We are committed to the success of your projects, bringing you expertise, teams, and best practices

    • Optimization of accounting processes and regulatory reports
    • Support in the management of complex accounting projects (Hard close/ Fast close/ Re-organization of the finance function)
    • Assistance with transformational projects (carve-out, merger, etc.)
    • Assistance with the implementation of new IFRS standards (IFRS 9, IFRS 16, IFRS 17)
    • User support/ Project-owner support for IT system changes 
    • SRI (socially responsible investing) diagnostic
    • Implementation of SRI reporting tools
  • We are commited to the success of your projects by offering expertise, teams, and best practices in the following areas :

    • Management of complex and regulatory accounting projects.
    • Project-management assistance for accounting and regulatory changes (data, tools and processes)
    • Process-optimisation for financial statements and regulatory reports
    • Assistance with the implementation of new IFRS and CRR standards
    • Support for restructuring projects (carve-out, merger, migration, etc.)
    • Sustainability review and support for ESG reporting

Outsourcing solutions

  • Insurance
  • Banking
  • We can partially or fully handle tasks via our dedicated outsourcing service platform

    • Outsourcing of the production of corporate and consolidated and prudential reporting
    • Outsourcing of the regulatory monitoring function
  • We handle some or all of your regulatory tasks via our platform:

    • Outsourcing the production of statutory and consolidated, as well as prudential reports
    • Managing the ongoing monitoring and tracking of regulatory changes
    • Providing technical consulting for new regulatory developments
  • specialised professionals

  • regulatory platform

  • disciplines synergised in one firm

Among our recent references

Our experts

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