It is not only time that is money, but also the right information at the right time.

We are your contact partner in the implementation of efficient workflows in SimCorp Dimension. From ordering through to settlement. From analysis through to the integration of Key Figures. We compile the relevant Key Figures for you on a well-founded basis and implement these comprehensively in your systems – broadly available and of course quality-assured. And we also provide well-founded and proven designs for the quality assurance of your market data.

With our consultancy approach of floor-walking and 360 degree support for portfolio managers, we ensure that you have headspace free for your business and do not need to worry about all the technical details. Our experienced consultants speak the language of your Front Office and ensure that daily routine proceeds smoothly.

The pressure is increasing. At the same time, costs and quality requirements are rising in Middle Office and in Settlement.

We support you in the automation and integration of workflows within your company and in the workflows between brokers and custodians. With excellent technical support, you will still have time to tackle the tasks additionally allocated to you.

We can offer you the opportunity to realise cost benefits within the department and avoid operational damages. IT is the means by which you can release valuable resources from routine tasks. We implement the straight-through processing of standard cases and provide interfaces to trading systems, brokers and deposit banks. This includes the Confirmation & Settlement Workflows, SWIFT Integration for example from FiServ Tradeflow or SimCorp Dimension, the integration of new target workflows and of course your interface to Solvara, SAP, Kamakura and other core banking systems. With your Business and IT departments, we create a customised solution to your challenges. And this demonstrably within timescales and budget.

Preyer. Connecting Business with IT.

In which sector can substantial profits currently be generated?

Despite all the criticism, this is often possible with derivative products. If, for example, products with complex structures, options, futures, or swaps are found within your own portfolio, your accounting must also be in a position to process these complex structures. It is not only the mapping in SimCorp Dimension that must function smoothly; the transfer to subsequent systems must also be managed in an audit-proof way.

Against a backdrop of frequently changing financial reporting standards, questions arise time and again regarding evaluation, recording and the balancing of accounts. A prominent example is currently the upcoming implementation of IFRS 9. Here we use our expertise to support you in the IFRS world and in the world of model conceptualisation for impairments.

Let us work together to shape your accounting system so it is optimally suited and audit-proof. Save on resources – invest in expertise. Reduce your expenditure – increase your profits.

Ever more detailed, ever more integrated:  This is your challenge in risk management. Market price, credit and operational risks, as well as liquidity, transfer and concentration risks. You need concepts, methods and efficient implementation of the supervisory processes in order to free up time for the current challenges. We can help you to complete these tasks. The consultants in our risk team have backgrounds in the risk management of banks and insurance companies and they play a continual role in teams at health insurance companies. They help to further develop topics surrounding overall bank management in terms of concepts and system support and they reduce the burden of routine tasks for line management.

The basis of risk controlling are meaningful, precise and valid reports: These must be prompt and error-free and compiled in a way that ensures they contain the relevant data. But they must also present a view of the fundamentals and should provide the crucial influencing factors. With Preyer, you can compile efficient evaluations from every database. Whether this is with Crystal Report, Jasper, Birt, Google Visualization API or individual solutions. Raw data from the current Office products? No problem.

We compile error-free and audit-proof analyses even in time-critical areas. Key Rates in real time. This is what we mean by functional reporting.

In addition to the data is its interpretation: We compile with you, as required, in depth qualification measures for your company. These include targeted training and workshops on location at your sites – carried out by specialists with operational experience. As a consequence, you benefit from efficient solutions for the tasks of your employees.

And when the Financial Conduct Authority pays you a visit: We have supported a variety of BaFin audits on location. From first-time audits when a bank is founded through to routine audits, we can support you effectively in preparation, during the audit and in any follow-up work. You can benefit from cleanly processed and sustainable audit results using our tool “Findings.Manager“. This completes the requirements for documentation across all audit stages with one click and in an audit-proof way.

Regulatory reporting is becoming ever further developed into a formal, quality-assured and highly complex data supply with constantly increasing requirements for its documentation. This means that reporting has become a real challenge for data acquisition, validation and coordination – and for the current expertise of each of your employees.

Maintaining an overview here, building new expertise and proceeding as efficiently as possible with implementation are the three most important challenges. A breach of reporting regulations throws the organisation of your company immediately into doubt – an avoidable situation.

Our expertise is based on many years of experience and the continual further development of our knowledge. At Preyer, we invest, for example, in more than five training days for each of our consultants on the subject of “Regulatory reporting” – every year.

Our expertise is not only proven by the variety of projects involving Solvency II (ORSA, Solvara instalment) for Asset Encumbrance, LCR/NSFR, new Bista, Large Exposures or AnaCredit, all on location with our customers. We also pass on our expertise to our clients in training courses: At over 25 events annually, we offer training to over 100 participants on the subject of reporting.

You too can benefit from our expertise.

The fulfilment of regulatory requirements also has an impact on your organisational structure and your workflow organisation.

Here, we support you through our experience in the reorganisation of processes and workflows. We free up space for you by reorganising processes.

We also help you to continually update your job descriptions and your organisation handbook. We thus enable the creation of free capacity for important strategic tasks by freeing you from routine tasks. Through targeted coaching measures we also prepare you and your employees for meetings with the external auditors from the Authority. We give you assistance in the preparation of the audit (Quick Check) and support you subsequently in the execution of any findings. Here, our tool “Findings.Manager” supports you in the effective implementation, reporting and tracking of findings. The tool is used by many large banks, insurance companies, in the health insurance sector and in production companies.