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about us

locations

 

Bank Risk Advisors or ALM Network LTD.

1321 Saxon Dr., Unit 320

New Smyrna Beach FL 32169

 

office: +1.386.957.4820

mobile: +1.610.283.2668

Skype: +1.386.957.9969

fpoorman@BankRiskAdvisors.com

real world solutions >

 

 

Liquidity policy and reporting consulting

Sample Trust Bank requested that a consultant provide them with an integrated ALCO review including Liquidity and ALCO policy and reporting, in addition to the usual ALM model review. Bank Risk Advisors Liquidity consulting team, led by global liquidity expert Leonard Matz, highlighted policy and reporting enhancements. The Bank used the Fiserv AL model, so the model review was led by Dan O’Neill, former product manager of the AL model, so in-depth modeling enhancement suggestions were provided. After Fred’s departmental walkthrough, the EVP/Treasurer noted that the “onsite review was the best in the 20 years he had been at the bank”.

The ALM Network Ltd | +1.386.957.4820 | info@BankRiskAdvisors.com