ALM consulting

Manage profitability and risk. Keys to a strong balance sheet.

Financial success for financial institutions means maintaining a strong balance sheet and top-notch risk-management practices.

Do you know if your institution is carrying too much concentrated risk? Inflation, interest rate volatility and other uncertain economic conditions may signal that it’s time to strengthen your asset and liability management (ALM) process and practices to meet the concerns of your stakeholders. 

Financial institutions can benefit from consulting services provided by Wipfli’s trusted advisors, who have a wealth of experience to help you navigate today’s challenges. You’ll gain peace of mind and a competitive advantage from validation that your internal controls are adequately mitigating risk and that your products and processes are best serving the needs of your customers.

Let Wipfli’s advisors help you with:

  • Interest rate risk-based ALM process validations.
  • Liquidity risk management, including liquidity stress testing and process validations.
  • Development of a comprehensive ALM framework that assists in managing liquidity, profitability and interest rate risk as a functional part of daily business practices.
  • Training geared towards management, your asset/liability committee (ALCO) and your board of directors.

Contact us to learn more about how we can help you balance risk and profitability now and into the future.

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