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Financial Services

Meet escalating demand and constantly changing regulations

We deliver Data Analytics that play a critical role in financial service’s continuing rapid transformation.

Hands-on consultants with deep financial market's experience, leveraging powerful data analytics tools

Our people are our most valuable asset. Our team has extensive senior level experience across trading, investment management, structuring, risk management and finance. We combine this financial services experience with cutting edge data analytics technologies to provide value to our clients.

As leaders in the financial services sector, we can help clients navigate this ever evolving landscape

In the last few years, the financial services industry has undergone fundamental changes. Regulatory bodies across the globe have sought to enhance the stability of the financial services sector; increasing the demand for greater control, compliance and reporting infrastructure.

Increased competitive pressure has driven the demand to improve processes, reduce costs and optimise capital efficiency. At the heart of all of these challenges has been the need for our clients to make better use of their data; to enhance controls and improve reporting to empower senior management with deeper data-driven insight.

Our data analytics expertise allow us to source data from across our client's IT landscape and leverage our experience to create bespoke business logic to rapidly deliver solutions which create tangible business value.

Granular data provides evidence based analysis that enables stakeholders to make better decisions: especially when displayed in the latest data visualisation tools to allow information to be consumed in a clear and transparent form.

Our hybrid set of skills have enabled us to help our clients answer the challenges posed by increased levels of regulation and rapidly changing competitive environments. We continue to operate at the technical cutting-edge which are redefining the financial services industry.
$ 350
Bn
in annual value is generated by the global banking sector, highlighting the positive impact of data analytics on the financial services industry. - McKinsey & Company

We've unleashed their greatest asset: their Data

Trusted by these Financial Services organisations to deliver data analytics and data visualisation

We move financial institutions beyond just data analytics and data visualisation

We developed a track record of helping our clients to achieve real organisational transformation. Whether the driver of that transformation has been regulatory (Basel 2.5 / 3. EMIR, MIFID, COREP, IFPR etc ) or driven by the need to drive internal efficiency or improve their competitive position.
Case Studies

Data Analytics Driven Automation

How have we proven ROI of 10x?

The constantly evolving needs for new data processes to answer business or regulatory requirements within financial services firms have often led to the proliferation of manual workarounds.

These workarounds typically involve vast swathes of excel processes and manual reporting via PowerPoint or similar technologies.

The manual nature of these processes make them large cost bottlenecks for organisations, tying up highly-skilled resources who could be generating additional business value.

These processes also generate high levels of operational risk due to the manual transformation of data.

We have developed an unparalleled track record in apply data analytics and visualisation techniques and technologies to automate these manual processes in a cost effective manner.

The approach allows large scale process enhancement to be de-risked by applying an iterative delivery model rapidly.

These data analytics driven automation have a proven ROI of approximately 10x based on the exercises delivered to date.

Regulatory Compliance / Transformation

How we've navigated clients through regulation

The financial services industry has faced a tsunami of regulation since the GFC; from how key capital and leverage ratios are calculated (Basel 2.5 / 3), to the provision of enhanced information to global regulatory bodies (EMIR, MIFID, COREP, IFPR etc).
Calimere Point have been at the cutting-edge of providing our clients with the financial markets expertise, quantitative modelling skills and data analytics delivery capabilities to help them deliver to their regulatory obligations.

These large scale regulatory initiatives have often required firms to source, normalise and align data from across their organisations and deliver complex reporting solutions often against aggressive timelines.

We have thrived in this environment and generated an unparalleled track record of successful regulatory delivery with our diverse financial services client base.

Client Analytics

Our industry-leading solution is unrivalled

The ability to maintain a clear, coherent and consistent view of your customers and their interactions with and across your organisation are integral to running a successful financial services franchise.

Having this clarity allows successful firms to identify cross-selling opportunities, maintain seamless communication with customers and ensure they maintain their compliance and regulatory controls.

At the heart of delivering this success is the ability to align customer data across your organisation. This may sound simple, but in many firms siloed customer data across and within different businesses make it difficult to drive alignment.

Calimere Point has extensive experience of delivering customer data alignment solutions to our clients, leveraging our industry leading SingleView data analytics solution.

This solution has an unrivalled track record of accelerating the generation of aligned customer information which can then be used to provide organisation-wide clarity of customer behaviour and compliance.

Pricing Analytics / Revenue Uplift

Unleashing the power of analytics to drive P&L growth

The pricing of products and services sold to customers may at first look appear simple; but with large volumes of individual customers, with different payment schedules, in different countries, in different volume brackets, with agreements agreed at different points in time, with different prices for different baskets of products – things can get thoroughly complex.

Calimere Point have worked with our financial services clients to deliver cutting-edge analytics solutions, including AI, to identify mispricing and revenue leakage patterns which would simply not be visible using traditional approaches.

These pricing analytics exercises have delivered significant revenue uplift whilst also setting product and client level caps to manage and prevent client attrition.

Unleashing the power of analytics to drive P&L growth.

Capital Optimisation Delivery

At the cutting-edge of regulatory capital demands
or financial services firms, the effective management of scare capital resources is a key driver of success. Calimere Point’s experienced team have been at the cutting-edge of the changing regulatory capital demands which followed the global financial crisis, supporting our clients in successfully delivering Basel 2.5 and Basel 3 solutions.

Quantitative Solution Delivery

Driving Technical Innovation
We bring a high level of quantitative expertise to address our client’s needs, which are ever more demanding and sophisticated. We have extensive experience supporting the delivery and validation of complex pricing, risk and regulatory models.

Delivering data analytics

Investment Banking

Data analytics enables Investment Banking firms to analyse and interpret complex data sets quickly and accurately, leading to better-informed investment decisions. It helps identify patterns, correlations, and trends that may not be apparent through traditional analysis methods.

  • Risk Analytics
  • Portfolio Analytics
  • ESG reporting and investing
  • Quantitative Research
  • Market Research and Data Visualisation
  • Compliance and Regulatory Analytics
  • Customer Analytics, segmentation, asset allocation and targeting
  • Data Management and Governance
  • Economic and Market Analysis
Asset Management

We leverage data analytics techniques for Asset Managers to enhance investment decision-making, improve performance, manage risk, and comply with regulatory requirements.

  • Data aggregation
  • Data cleansing and normalisation
  • Data visualisation
  • Performance measurement and attribution
  • Risk management and compliance
  • Predictive analytics
  • Advanced Portfolio optimisation
  • Market research and competitive analysis
  • Regulatory reporting and compliance
Wealth Managament

Wealth managers require advanced data analytics services to gain insights and make informed decisions regarding their clients' investments and financial strategies.

 

  • Performance Analysis
  • Risk Management
  • Client Segmentation
  • Predictive Analytics
  • Portfolio Optimisation
  • Client Reporting and Dashboards
  • Compliance and Regulatory Reporting
  • Market Research and Competitive Analysis
  • Data Visualisation
  • Fraud Detection
Commodity Trading

Commodity trading firms rely on data analytics services to gain insights into market trends, make informed trading decisions, and optimise their operations.

 

  • Market Research and Analysis
  • Risk Management
  • Trading Strategies and Algorithmic Trading
  • Data Visualisation and Reporting
  • Predictive Analytics
  • Supply Chain Analytics
  • Compliance and Regulatory Reporting
Hedge Funds
  • Market Data Analysis
  • Risk Analytics
  • Quantitative Research
  • Alternative Data Analysis.
  • Sentiment Analysis
  • Portfolio Optimisation
  • Performance Attribution
  • Compliance and Regulatory Reporting
Insurance

Data analytics plays a crucial role in the insurance industry, enabling insurance companies to make informed decisions, enhance risk management, improve operational efficiency, and provide personalised services to their customers.

 

  • Risk assessment and underwriting
  • Fraud detection and prevention
  • Customer segmentation and personalised offerings
  • Claims analytics
  • Predictive analytics for pricing and profitability
  • Actuarial analysis
  • Customer experience and retention
Data Analytics Case Studies

Peter Griffiths

Co-Founder & CEO
Peter is the co-founder and CEO of Calimere Point and has been with the firm since its inception in 2009. Prior to founding Calimere Point he spent the first 15 years of his career in Investment Banking, working within trading, structuring and risk management disciplines across a number of asset classes. Peter has a Masters in Finance from London Business School, a BSc in Economics and Finance from Oxford Brookes University and is a qualified accountant (CIMA qualification).

Dominique Nelson-Esch

Chief Marketing Officer

Dominique is a multi-disciplinary visual designer, communications and brand strategist, with a two-decade journey in collaborating with startups and SMEs. Her portfolio includes consulting for over 100 businesses globally, where she managed branding, design, and digital communications.

Dominique’s extensive background in financial services equips her with a nuanced understanding of our industry landscape, including 14 years in financial services, holding key roles such as Head of Portfolio Risk Audit and Niche Portfolio Management for major Insurers.

In her current role as Chief Marketing Officer (CMO) at Calimere Point, Dominique focuses on strategically positioning and promoting the firm. Her goal is to enhance brand awareness and establish market leadership through innovative marketing strategies that highlight Calimere Point’s expertise in delivering impactful data-driven solutions.