KPMG Advisory - Consultores de Gestão, S.A.

The client wanted to digitize its budget preparation and monitoring process. The solution scope includes a core budgeting module customized to the client's budget structure and details, as well as a goal setting and a forecasting/monitoring module for ongoing monitoring of budget consumption. Other features include custom reports, budget structure and cost...

Omnichannel layered system to support the onboarding process through the client’s European gateway to optimize customer’s journey through B2C, B2B or C2C channels depending on the financial services required. The system also provides a comprehensive integration between legacy back office and OS multichannel middle office, enabling the client’s analysts amo...

System to support the corporate rating processes and rating models (quantitative and qualitative), including: automatic integration of support data, configurable KPI, enforcement of applicable credit risk management policies and procedures, ability of business users to maintain key rating models parameters, full traceability of the rating processes.

KPMG and CISL have developed a SaaS solution – the Sustainable Investment Framework Navigator (SIFN). This online tool can assess investment portfolios based on a common impact standard and provide asset managers and investors with insight into real-world sustainability impacts of investment portfolios. The tool has been developed by KPMG NL OS dev team.