Finalyse: A Fresh Take on Risk and Valuation

Why FINALYSE?

SEASONED FINANCIAL EXPERTS

Our consultants have deep theoretical knowledge refined by proven practical experience, allowing us to create complementary and multidisciplinary teams to carry out your projects.

AT THE FOREFRONT OF REGULATION

We constantly monitor regulatory developments, to anticipate tomorrow’s requirements and provide up-to-date advisory services.

OUTSTANDING CLIENTS RECORDS

Finalyse is recognized as a trusted advisor, thanks to years of client intimacy and successful delivery.

FINEST PARTNERSHIPS

Finalyse forges partnerships with innovative companies whose products offer unique value to our clients.

LOCAL PRESENCE, EUROPE-WIDE

With strong presence in major financial centers of Western and Central Europe, we accompany our customers across borders.

Firsthand testimonies

Support in development and implementation of IFRS 17 Solution

SAS has developed a solution called SAS IFRS 17, an integrated environment for managing, auditing and tracing all the steps of IFRS 17 compliance processes. Thanks to our partnership with Finalyse, and the high technical knowledge demonstrated by the Finalyse consultants, we have been able to develop the tool further, working on use case testing and documentation, and have already started implementing the solution on-site. Thanks to their support, the solution covers fully all phases of implementation, allows the orchestration of processes and advanced data management.

Florian Stammer,
Director Consulting

Development of a decision-making process based on data from the ERIF credit information database.

Project was initiated by detailed business analysis. In further steps scope covered: gathering, cleansing and validation of data. The final result of the work included development of decision making process, described by detailed documentation, in particular the documentation of the model used in the process and the functional specification that can be passed on to the third parties.

We confirm that the project, which was led by Principal Consultant Mr. Mateusz Pikosz, was performed with the highest standards in terms of quality, client approach, schedule execution and methodology.

We are happy to recommend services of Finalyse to any potential business partner in financial sector wishing to develop decision models in risk areas.

Edyta Szymczak,
President of the Management Board at ERIF BIG S.A.

Private Equity Valuation

It is our pleasure to provide you with this reference for Finalyse as an external valuation provider for Private Equity and Private debt.
We strongly recommend Finalyse for these services, as we have been using them for 1 year, during which Finalyse provided the valuation of our portfolio on a semi-annual basis with great professionalism. Their competence, their capacity to meet sometimes tight deadlines and their friendly attitude have led us to rely on them also for one-shot valuations in specific cases. Finalyse provides us with detailed documentation for each case and follows up whenever we (or any other stakeholder such as an auditor or regulator) have a question.
We appreciate their competence and reliability first and foremost, as their service has never failed us so far.

Marc Bolland,
Director

A fruitful collaboration to help Ethias deliver on ALM goals

Ethias has had a fruitful collaboration with Finalyse on a range of ALM issues over the years.
Finalyse consultants came up with practical solutions to produce integrated risk measures across the balance sheet, allowing for new simulation capacities, shorter timelines in the production of ALCO material, and altogether a greater ability to deliver on the objectives of the ALM function. In particular, the collaboration with Finalyse was instrumental in setting up an interest rate hedging strategy that protects Ethias’s solvency capital ratio.

Christophe Matère,
ALM & Economic Projection

News & Events

We stand with Ukraine

As a European service provider, Finalyse has always embraced cooperation between cultures in Europe. Recognition of diversity and multicultural teamwork lies in our core business values. As everyone now, we are deeply shocked by the military aggression of Ukraine by Russia and by the humanitarian crisis taking place in the region.

We are glad to see the European Union standing united and resolved to help people dislocated by this dreadful conflict and provide aid to Ukraine in an hour of its need.

As a company, we have consistently decided not to deliver any service in any way to any Russian or affiliated financial institution until peace is fully restored in the region.

Finalyse is also looking for the best ways to support people suffering from this tragedy. As a first step, we have wired a donation to 𝗣𝗼𝗹𝗶𝘀𝗵 𝗛𝘂𝗺𝗮𝗻𝗶𝘁𝗮𝗿𝗶𝗮𝗻 𝗔𝗰𝘁𝗶𝗼𝗻 (𝗣𝗔𝗛) to contribute meaningfully to the rapidly developing situation on the Polish-Ukrainian border, which requires the rapid and continued deployment of humanitarian aid.

Together with our colleagues in Central Europe, we continue to assess the best ways to support the people in need.

The Climate Change Risk Scenarios in ORSA Workshop

Are you an insurer facing new challenges presented by EIOPA's requirement of integrating climate change risk in your ORSA, governance, and risk management system?

We will deliver an internal online workshop designed to educate your team on the topic of climate change risk management. Through this 2-hour interactive session, you will gain a thorough understanding of EIOPA’s recommendations. To ensure that the workshop is relevant for your business and market, our experts will provide practical examples and run exercises tailored to the specificities of your business.

This workshop is intended for insurers, reinsurers and pension funds, and will be relevant for senior stakeholders and members from your Risk, Actuarial, Finance, Accounting, Reporting and Underwriting teams.

The topics that will be covered include:

Overview of climate change risk: type of risks and materiality assessment,
Climate change risk management framework,
Climate change scenarios,
Modelling and tools,
Current regulatory requirements and deadlines.

The agenda for the session is shaped jointly with you, according to your business needs.

Management team appoints two new partners

Ali Bilge and Yannis Pitaras have demonstrated excellent achievements, they join the management team to support the growth ambition for the coming years.

Ali Bilge plays a pivotal role in the substantial growth of the activities and client portfolio of Finalyse Valuation Services.He joined Finalyse in 2008, when Finalyse decided to establish its own Valuation Services offering. Today, this division is a remarkable market player with a team made of 20 members and services being provided to more than 80 clients in Europe.

Yannis Pitaras drives the development of our growing insurance business line which counts 15 experts today.He joined Finalyse in 2019, bringing in extensive experience in risk management, actuarial modeling, and capital management for insurers. Yannis has acquired in-depth knowledge of the insurance sector through the performance of key roles such as Chief Risk Officer and Head of Actuarial Function. He is a subject matter expert in the fields of Solvency II, Risk Appetite Frameworks, Balance Sheet Valuation including Technical Provisions, and ORSA projection models.

Services for financial institutions and corporates, performed by dedicated experts

Risk Advisory

Regulatory Compliance

Managed Services