Is your financial institution meeting its regulatory requirements? We offer comprehensive asset/liability management analysis and reporting.
We can help you move beyond regulatory requirements with a comprehensive, cost-efficient, tailored solution to enhance your financial institution’s performance. We help engage your management team to formulate ideas and execute strategies that drive results.
Rely on us for innovative solutions to help streamline your business and stay competitive. Services we offer include:
When you're our client, you're not just getting one skilled, experienced investment professional; you're getting the benefit of a dedicated team of professionals, so you can be confident in the service and advice you receive.
Our reporting plays through a number of scenarios that can affect your future. From interest rates to financial statements, risk tolerance to rate shock, we analyze your balance sheet using Plansmith’s Compass model — a simulation system that models financial behavior under changing conditions.
Seeking just a brief synopsis? Consider the Risk Compass Executive Summary. This short-form analysis provides relevant risk measures with narrative. It's an essential tool to assist your board in understanding the impact of bank earnings and equity.
Need specific information on a particular timeline? Additional custom reports are also available. Talk to your investment representative or your relationship manager to learn more.
Full Assumption-Based Modeling
Quarterly Call Report-Based Modeling
Third-party review of your current asset/liability model
At BOK Financial Securities, we strive to go beyond the usual array of services, so that we can offer our financial clients a comprehensive range of services, including:
For more information, please contact our Financial Institutions Group at 866-440-6515.Let's Talk