It is critical that organizations understand how effective their financial products are and how well their business processes and transactions are performing. With this information, they can improve marketing programs and make better customer-management decisions.
Deloitte’s Transaction Analytics services include:
Pricing and valuation
Through the financial instrument valuation offerings, we provide valuation, quantitative modelling, and related consultative services for various types of financial instruments, including financial derivatives and structured products, as well as commodities and other investment products. Services include analyses and assessments, as well as assistance in developing internal capabilities, models, systems, and processes.
Securities and structured product diligence
An organization’s success with structured products depends upon the effectiveness of its processes for understanding and managing its product portfolio. Deloitte’s approach introduces a procedure to safely develop, sell, and trade structured products. This procedure incorporates four main steps, each of them crucial to ensure a proper analysis and understanding of the product developed.
Modeling and maintenance
The importance of strong model validation has been emphasized by regulators. Assessing and testing model validation processes has become the central component in supervisory examinations of financial institutions. In today’s environment of high reliance on models for market, credit, and operational risk, well-managed model risk is becoming a source of competitive advantage for players in the financial industry.