Human-led

AI-enabled

What We Are Hearing in the Market

12%

of enterprises have scaled agentic AI beyond proof of concept

3%

are implementing agentic orchestration atenterprise scale

25%

expect autonomous operations soon
‍
THE CFO AND CRO AGENDA

What leaders are asking now

The trajectory moves from reactive capacity to proactive enterprise value and, increasingly, generative and agentic operations.

01

On-demand Finance

How can the controller's process be reduced while preserving control and auditability?
02

Data debt

How can sub-ledgers, data hubs, lineage and quality be modernised across the front-to-back estate?
03

Agentic controllership

How can journals, reconciliations, intercompany and close become exception-led?
04

Conversational insight

How can FP&A, balance-sheet analytics and management reporting become faster and more accessible?
05

Responsible control

What controls and governance are required for agentic record-to-report in regulated environments?
06

Technology value

How can investments across ERP, planning, reconciliation and reporting platforms work as one ecosystem?
FINANCE AND RISK CAPABILITY

Scale, depth and regulated-industry experience

25

countries

35+

languages

47

delivery centres

200+

clients

50,000+

F&A professionals

10,000+

Risk professionals

20+

years' experience

2,000+ regulatory submissions

Filings supported across 20+ Banking regulators

50% of journals for one Australian Big 4 bank

40% close-cycle reduction for a global investment bank

WHERE EFFORT GOES TODAY

Plan → Transact → Account → Control → Analyse → Advise

01
Plan
Where should we deploy capital?
  • Capital allocation and RWA optimisation
  • Balance-sheet and funding strategy
  • Risk appetite and stress scenarios
  • Long-range business planning
02
Transact
Retail · Commercial · Markets
  • Product-to-data integration
  • Settlement and GL reconciliations
  • Exceptions, interest, fees and payments
03
Account
GL · Sub-ledger · Close
  • Adjustments, MTM and journals
  • ECL and provisioning
  • Hedge, fair-value and intercompany
  • Close and balance-sheet reconciliation
04
Control & Comply
Risk · Regulatory · SOX · Tax
  • Regulatory reporting and capital
  • Liquidity, ICAAP and stress testing
  • Risk-to-Finance reconciliation
  • Model risk and control testing
05
Report & Analyze
Front office · Finance · ALCO · Board
  • NIM, RAROC and profitability
  • Returns and earnings release
  • ALCO and Board packs
  • Balance-sheet and liquidity dashboards
06
Advise
What does this mean for the franchise?
  • CFO, Board and ALCO advisory
  • Pricing, FTP and margin strategy
  • Portfolio and capital actions
  • Regulator and investor dialogue

60–80%

of bank Finance effort is concentrated in Towers 2–5 today
RISK TRANSFORMATION PRIORITIES

Seven targeted plays across controls, capital, compliance and data

01

Control testing automation

AssureIQ · TestScribe · Controls Cockpit · continuous monitoring

Up to 70% less testing effort

02

Regulatory change

Horizon scanning, obligation mapping and regulatory self-assessment

100% traceability · 10× faster self-assessment

03

Capital Optimization

Capital analytics, Basel III/IV and RWA controls library

~20 bps RWA reduction

04

KYC and AML

Banking Analyst Suite for KYC and alert investigation

~80% effort reduction in L1 investigation

05

Regulatory data lineage

BCBS 239 / RDARR assessment and end-to-end reporting lineage

50% faster regulatory-query response

06

Contextual data quality

Agentic DQ Factory and connected data accelerators

90%+ fewer DQ defects and false positives

07

07 Scenario Analyzer

CFO–CRO Cockpit and real-time stress testing

Scenario read reduced from 6–8 weeks to ~1–2 hours

VALUE ASCENT

Efficiency is the foundation, not the destination

Tier 1
Productivity & Efficiency

Productivity, accuracy and operational table stakes.

Tier 2
Controllership & Resilience

Compliance, audit readiness, lower cost of control and reduced balance-sheet risk.

Tier 3
Business Impact

Faster decisions, improved agility, earlier earnings insight and better experiences.

Tier 3+
Business Partnering

Strategic value from predictive insight and connected Finance–Risk advice.

THE CFO AND CRO AGENDA

Shared foundations. Distinct accountability. Better decisions.

Integrate only where common foundations improve effectiveness, while preserving each function's mandate.

Joint Governance & Control

Strategy · policy · controls · lineage · attestation · RWA governance

Joint Data Management

Reference data · requirements · sourcing · quality · remediation · security

Joint Production Support

Reconciliations · postings · adjustments · model execution · reporting

Joint Risk + Finance

Stress testing · planning · forecasting · analytics · management reporting

Finance

Financial and tax reporting · consolidation · treasury · performance reporting

Risk

Second line · methodology · models · risk advisory · assessment

Technology alignment

Business requirements · middleware · reporting tools · data engines · quality solutions

Building What’s Next. Together.
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