Financial models are the most critical decision-making tools in the world of finance; however, many financial models do not work in an optimal way.
All too often models become excessively complex, idiosyncratic and laden with complex code and macros. This happens when the model has not been properly designed, or when a number of individuals over the years have added to the model and put their own “stamp” on it.
We provide a range of consulting services to help clients improve their internal models, or to create new customized models, thereby allowing clients to make better and timelier decisions.
We create models and custom Excel solutions that are very easy to use and update, and that can be seamlessly transferred to colleagues or clients thereby creating a sustainable benefit for many years.
Our consulting clients have included:
- Insurance companies
- Asset management firms
- Large and mid-sized corporations
- Wealth management firms
- Academic institutions