By using our Backbook Optimisation solution, you can optimize your asset allocation to generate value while you navigate regulatory and internal constraints. Our solution will help you restructure your cash flow matching portfolio at the line-by-line level, allowing you to improve the metrics that matter the most to your business.
As a first step, our team of experts at Dexagon will work with you to gather all the information we need to integrate the Dexagon Backbook Optimiser with your internal systems. This will include accessing your asset and liability data , understanding your internal capital model, and outlining the various metrics that drive your business.
When we have gained a thorough understanding of the specific needs of your business, we begin implementing a tailored integration process. This phase involves building the pipelines we need for the Dexagon Backbook Optimiser to read your data. We also create custom metrics in our system to reflect your KPIs and document the entire process.
Once the system is up and running, we provide training to ensure that your team is comfortable using the Dexagon Backbook Optimiser. We split our training into modules, which allows some members of your team to be trained as power-users while others can be trained to use only the basic functionality of the system.
We realize that business needs are ever-evolving. This is why we remain by your side every step of the way, providing ongoing support and helping you navigate changes in regulation, business objectives, and technology.
