Financial Services

Helping you serve your clients better. The right technical partner for your financial services.
Technology for financial services

We use our technology know-how to help you give your financial services a leg up on the competition. Bankers, broker-dealers, pension plan managers, asset managers and treasury groups each have particular needs for optimizing their business functions.

Alithya provides technical expertise that not only meet these needs, but also bring about profound changes to the calibre of services you provide to your clients.

Banking Institutions

All the organizations in the banking services industry such as banks, cooperatives and credit card issuers face a multitude of challenges. Clients are becoming increasingly demanding with regard to accessing their products and services institutions have to juggle increased regulation, increasingly stringent security requirements all while remaining flexible and quick to react to changes in the market.

With its extensive experience in this industry, Alithya helps numerous clients manage these complex challenges. Whether they are implementing business solutions, developing applications, modernizing legacy systems or the challenges of architecture, infrastructure and security, Alithya can offer the most appropriate solutions and the methods that best suit the client’s needs.

Broker-dealers

Broker-dealers need dependable, robust solutions for tracking market trends, measuring performance and providing key metrics in an easy-to-use format.

Alithya offers a suite of reporting solutions for trade analytics providing an aggregated view of your firm’s trading activity to simplify compliance inquiries, mitigate risks, and research trading patterns for potential sales opportunities.

Pension plans

With large holdings on the line, pension plan managers need immediate access to market and portfolio data to inform their decisions.

We offer solutions for portfolio performance and fund management that allow executives to quickly access summarized data, portfolio managers to immediately access their detailed holdings, and users to perform ad hoc analysis using over 100 data attributes.

Asset Management and Investment

Alithya helps asset managers and investors address some of the most challenging business problems by offering tactical reporting solutions for investment analytics and giving firms an aggregated view of their investment activity. With our solutions, firms can better understand and monitor the quality of broker’s executions, fund expense management, and portfolio performance measurement.

Treasury

Treasury groups within large financial institutions have complex data management needs for customer transactions, institutional activities, and compliance reporting. Alithya’s financial practice provides automated reporting tools including liquidity reporting, stress testing, and regulatory reporting, such as BASEL III standards.

Machine Learning Solution

Alithya Group goes live with Machine Learning Solution at CIBC Capital Markets.

Alithya Solutions for Financial Services

With an ever-changing business environment, immense pressure to comply with regulation and need to satisfy internal and external reporting requirements, financial services organizations face important challenges. Alithyal provides financial services organizations the ability to utilize scalable technology solutions to streamline processes, eliminate redundancies, and gain valuable insight into their business.

Profitability Allocations Financial Planning and Analysis Close and Consolidation Risk Management & Stress Testing Data integration Artificial Intelligence and Machine Learning Business Analytics Advanced Visualization

Profitability

Your organization’s ability to control costs and generate sustainable, profitable growth is imperative to creating shareholder value. Alithya helps clients gain better control of their bottom line by accurately and transparently allocating direct and indirect costs and revenues with traceability and end-to-end audit trails. With our deep knowledge of the powerful and flexible analytic capabilities of Oracle Hyperion Profitability and Cost Management (HPCM) and Oracle Profitability and Cost Management Cloud Service (PCMCS), we can help you effectively execute the timely transformation of enterprise data into actionable insight with solutions that meet a key set of requirements described as F-A-S-T. For more details, our related offerings:

Allocations

Financial services organizations often have complex legal entity structures with shared service organizations, service companies, and intra/intercompany relationships that require billing, reporting, and analysis. Managing allocations and billing manually creates unnecessary complexity, lacks transparency, and is cumbersome to manage. Alithya helps organizations to create a streamlined approach to these types of allocations and billings that provides a repeatable process that offers transparency and insight. For more details, view our related offerings:

Financial Planning and Analysis

With unmatched experience and certified expertise, our ability to integrate financial and operational planning processes combined with deep functional knowledge and technical expertise has helped hundreds of customers improve their forecasting and budgeting processes and enhance business predictability. We can help you improve collaboration, generate accurate, consistent and realistic results, and produce multidimensional analytics leveraging the entire Hyperion Planning suite of features and functions. For more details, view our related offerings:

Close and Consolidation

Alithya helps clients improve their close and consolidations processes and enhance business predictability with solutions that integrate financial and operational planning processes. We can help you leverage and maximize your entire technology investment to improve collaboration, generate accurate, consistent and realistic results, and improve transparency and compliance. For more details, view our Financial Close and Consolidations offerings:

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Risk Management & Stress Testing

Scenario-based analysis is imperative for financial services organizations to better understand the impact of changes in market conditions on their financial statements. Providing actionable insight into market volatility, the result of catastrophic events, interest rate risk, etc. and seeing the impact to the core financial statements (balance sheet, income statement, and cash flow) allows organizations the opportunity to take corrective measures and realign capital conservancy measures. We can help you improve your ability to understand and solve risk scenarios and the impact to your organization’s solvency, risk-based capital, and risk appetite. For more details, view our related offerings:

Data integration

Integration of key technical and business processes provide consistent, secure, and trusted data for a clear business outlook. And in the Cloud era, integration allows businesses to explore a hybrid approach and connect current on-premise and future Cloud solutions. Our services help clients to recognize, transform, and deliver data in a consistent, secure, and integrated manner to produce trusted and governed information for overall performance management improvement. Whether data is sourced from Enterprise Resource Planning (ERP), Enterprise Performance Management (EPM), or Business Intelligence (BI) systems, our unmatched experience and certified experts guide organizations to one single version of the truth. For more details, view our related offerings:

Artificial Intelligence and Machine Learning

Alithya offers a module of AI tools designed for your financial services needs. 

Our solutions including ai analytics for trading compliance, an analytics assessment to determine if machine learning is suitable for your business objectives, and an AI enablement tool that allows your business analysts to independently perform AI analytics.

See our solution sheets below for more details:

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Business Analytics

Built on Alithya’s extensive knowledge of the financial sector, business analytics solutions allow technology to be used to its fullest in order to make work teams more effective.

Advanced Visualization

There is a mountain of strategic insight within your data. Uncover it with Alithya’s Advanced Visualization.

Turn your data into interactive graphics with Alithya’s Advanced Visualization Toolkit (AVT). This lightweight but powerful solution uses advanced HTML5 visualization components to create compelling and complex data-driven documents.

Download: AVT Advanced Visualization Toolkit Brochure
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