New technologies: Impact on treasury and risk management


New technologies: Impact on treasury and risk management

Technology advances are impacting all aspects of our business lives and processes. The changes are legion and include such things as: expansion of cloud-native technologies, advantages of low-code platforms, integrated BI solution sets, and open treasury/risk platforms. This session will explore the tech shift and how risk/treasury professionals can leverage the new tools and technology.

 

Attendees will better understand how app-based solutions and micro-services change the implementation and risk paradigms confronting organizations. Learning what the opportunities are and how to better mitigate technology risks are additional outcomes of this dialog-oriented session.

Panelists:

Craig Jeffery
CCM, FLMI,
Founder and Managing partner
Strategic Treasurer

Featured speaker

Devanshu Bhatt
Senior Vice-President Treasury,
Eka


risk and compliance demo

Risk and compliance

Managing risk in today’s climate of heightened market volatility, commodity price fluctuations, and ever-changing regulatory norms has never been more difficult. Doing this across complex financial instruments, expansive risk calculations and varied reporting needs requires your system to be flexible to adapt to changing business requirements. With your data lying in silos across multiple systems, visibility across your enterprise is constraining your efforts to address these challenges.

Eka’s risk and compliance solution is designed to help large and mid-size enterprises better manage financial risk and hedge accounting by empowering teams with consolidated and timely insights required to reduce organizational risk across operations, market, credit, and regulatory categories.

 

The demo will help you understand, how to:

  • Manage hedge accounting
  • Empower teams with consolidated and timely insights
  • Reduce organizational risk across operations

 

If you have questions, please write to info@eka1.com


financial regulatory compliance

Financial close

Despite having multiple tools and systems, organizations, both large and small across multiple industries, still struggle with a very manual, time consuming and tedious process of a day end and a month end financial close. An automated solution could save huge amounts of resource power, reduce manual errors, and bring in tremendous process efficiencies.

Eka’s reconciliation app is hosted on a modern, scalable, and highly secure and certified cloud platform with access through omni channels including mobile and iPad.

The cloud platform adheres to enterprise grade security standards like SOC2 type I, type II, GDPR protocols, and is Veracode verified.

 

The demo will help you understand, how to:

  • Save huge amounts of resource power
  • Reduce manual errors
  • Bring in process efficiencies

 

If you have questions, please write to info@eka1.com


embedded analytics, embedded business intelligence, embedded data analytics

Embedded analytics

1 Simple to access self-service analytics included with subscription 2 Embedded analytics organized by application Change the chart type, drill down through intuitive visualizations on multiple measures & dimensions with an easy drag and drop interface 3 Share it with anyone across your organization or even your customers and partners 4 GET IN CONTACT Access over 100 reports available out-of-the-box 5

1. Single sign-on Simple to access self-service analytics included with subscription User-friendly query generator to create custom queries on-the-fly Software Experiment 1 2. Self-service embedded analytics Embedded analytics organized by application User-friendly query generator to create custom queries on-the-fly Software Experiment 2 3. Visual reporting and analysis Change the chart type, drill down through intuitive visualizations on multiple measures & dimensions with an easy drag and drop interface User-friendly query generator to create custom queries on-the-fly Software Experiment 3 4. Collaborate Share it with anyone across your organization or even your customers and partners User-friendly query generator to create custom queries on-the-fly Software Experiment 4 5. Out-of-the-box reports Access over 100 reports available out-of-the-box User-friendly query generator to create custom queries on-the-fly Software Experiment 5

Data Management

Data management

1 Connect to any data source (internal/external), create look ups, set up rules, assign role based access and more 2 Bring in data from any source- ERP, CRM, financial data, market exchanges or file uploads Prepare data for self-service by pulling in data from third party systems, shared folders or by uploading files 3 Manage data as collections and datasets 4 Create custom business rules and handle complex business logic with built-in rule management editor 5 View other analytics demos SELF-SERVICE
BUSINESS INTELLIGENCE
EMBEDDED ANALYTICS DISCOVERY BOARDS ADVANCED ANALYTICS GET IN CONTACT Govern data using Eka security framework. Role based access for data abstractions and to view/edit/delete files. 6

1. Platform setup Connect to any data source (internal/external), create look ups, set up rules, assign role based access and more User-friendly query generator to create custom queries on-the-fly Software Experiment 1 2. Data ingestion Bring in data from any source- ERP, CRM, financial data, market exchanges or file uploads User-friendly query generator to create custom queries on-the-fly Software Experiment 2 3. Self-service data preparation Prepare data for self-service by pulling in data from third party systems, shared folders or by uploading files User-friendly query generator to create custom queries on-the-fly Software Experiment 3 4. Data cataloging Manage data as collections and datasets User-friendly query generator to create custom queries on-the-fly Software Experiment 4 5. Create custom business rules Create custom business rules and handle complex business logic with built-in rule management editor User-friendly query generator to create custom queries on-the-fly Software Experiment 5 6. Data governance Govern data using Eka security framework. Role based access for data abstractions and to view/edit/delete files. User-friendly query generator to create custom queries on-the-fly Software Experiment 6

advanced analytics, advanced analytics software, advanced analytics platform, advanced business analytics

Advanced analytics

1 User-friendly query generator to create custom queries on-the-fly 2 Use machine learning algorithms, detect and simulate anomalies and correlate it with a specific real-world scenario Create custom collections using extensive data joins 3 GET IN CONTACT Schedule automatic updates to keep your data synced and current 4

1. Create custom queries User-friendly query generator to create
custom queries on-the-fly
User-friendly query generator to create custom queries on-the-fly Software Experiment 1
2. Apply ML for anomaly detection Use machine learning algorithms, detect and simulate anomalies and correlate it with a specific real-world scenario User-friendly query generator to create custom queries on-the-fly Software Experiment 2 3. Data joins Create custom collections using
extensive data joins
User-friendly query generator to create custom queries on-the-fly Software Experiment 3
4. Schedule data refresh Schedule automatic updates to keep
your data synced and current
User-friendly query generator to create custom queries on-the-fly Software Experiment 4

Discovery boards

Discovery boards

1 Pre-built dashboards with deep actionable insights and real time alerts 2 Configure dashboards by role and industry Visualize data to identify patterns and uncover insights 3 GET IN CONTACT Distribute visualizations and share insights 4

1. Pre-built dashboards Pre-built dashboards with deep actionable
insights and real time alerts
User-friendly query generator to create custom queries on-the-fly Software Experiment 1
2. Configurable dashboards Configure dashboards by role and industry User-friendly query generator to create custom queries on-the-fly Software Experiment 2 3. Visualize Visualize data to identify patterns and uncover insights User-friendly query generator to create custom queries on-the-fly Software Experiment 3 4. Collaborate Distribute visualizations and share insights User-friendly query generator to create custom queries on-the-fly Software Experiment 4