FINANCE • RISK • TREASURY • AI
Build Capability. Deliver Transformation.
THREE WAYS TO ENGAGE
Flexible Engagement Models
Start Where You Are
Begin with a focused workshop, build an applied capability program or engage us to support implementation and transformation.
Applied Capability Programs
Multi-session programs combining instruction, case studies, working sessions and hands-on application to the organization’s business challenges.
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Three- to six-session academies
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Functional team upskilling
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Model development clinics
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Working sessions using client data
Advisory & Implementation
Targeted support for organizations redesigning models, processes, systems, governance or functional operating models.
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Fractional CRO, Treasurer and Transformation roles
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Diagnostic and roadmap
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Model or framework implementation
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Transformation programs
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Independent review and validation
PRACTITIONER-LED LEARNING
Training for Real-World Decisions
Our programs go beyond theory. Training is grounded in implementation experience, regulatory expectations, working models and practical financial-services use cases.
Participants learn not only what leading practice looks like, but how to apply it within their own organization.
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Led by experienced Finance, Risk and Treasury practitioners
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Based on implementation and regulatory experience
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Designed around practical models and case studies
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Adaptable to organizational maturity and priorities
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Available virtually, in person or as a blended program
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Can progress directly into implementation support
TRAINING & MASTERCLASSES
Develop the Capabilities Your Teams Need
Choose a focused program or ask us to create a customized learning journey for your organization.
Program 3: Treasury Pricing & Balance Sheet Profitability
Program 2: ICAAP & Scenraio-Based Stress Testing
Program 1: Asset Liability Management & IRRBB
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Integrate funding costs, liquidity premiums, credit risk, customer behaviour and profitability into pricing decisions.
Audience: Treasury, Product, Finance, Risk and Commercial teams
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Connect risk identification, scenario design, financial forecasting, capital assessment, risk appetite and management actions.
Audience: Risk, Finance, Capital Management and Internal Audit
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Understand balance-sheet risk, EaR, EVAR, yield-curve shocks, deposit behaviour, hedging and forward-looking ALCO decision-making.
Audience: Treasury, Finance, Risk, ALCO and executive management
Program 6: Looking for Something Else
Program 5: AI for Finance, Risk & Treasury
Program 4: Model Risk Management
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Every institution has unique challenges. Let’s talk about building a custom training solution tailored to your exact needs.
Contact Us →
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Identify viable AI applications, redesign functional workflows and establish human oversight, explainability and governance.
Audience: Finance, Risk, Treasury, Data, Technology and Transformation leaders
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Strengthen model inventories, materiality assessments, validation, monitoring, documentation and lifecycle governance.
Audience: Model Risk, Validation, Analytics, Risk and Internal Audit
OUR DISTINCTIVE APPROACH
Consulting by Training
Traditional training can remain disconnected from implementation. Traditional consulting can leave teams dependent on external expertise.
BBA FinTech brings the two together. We work alongside client teams to assess, design and implement practical solutions while building the knowledge and confidence required to operate them independently.
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Understand
Assess current capabilities, priorities, regulatory requirements and knowledge gaps.
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Learn
Build a shared understanding of the methodology, leading practices and available choices.
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Apply
Use working sessions to apply the learning to the organization’s models, data and decisions.
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Embed
Implement the solution, document the methodology and prepare internal teams to assume ownership.
The project becomes the classroom—and the organization’s own challenge becomes the case study.
CONSULTING, TRAINING & TRANSFORMATION AS A SERVICE
Expertise when you need it. Capability that stays with you.
Access senior finance, risk and treasury expertise through a flexible subscription combining advisory support, practical training, curated knowledge and transparent models.
Unlike traditional consulting engagements, our approach is designed to transfer knowledge, accelerate delivery and strengthen your team’s internal capabilities.
Senior functional expertise
Practical knowledge transfer
Transparent, reusable models
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Strategic Advisor (Fractional CRO & Treasurer)
Best for: Teams that need high-level executive guidance without a full-time hire
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Price (Monthly): 10% off standard rates
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Price (Yearly): 15% off standard rates
Pricing:
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Fractional Access: 15 hours/month of dedicated consulting (Fractional CRO & Treasurer roles).
Your Executive Extension: Virtual attendance at ALCO meetings, board reporting, and strategic capital planning.
Ad-hoc Availability: Urgent troubleshooting for liquidity crunches or regulatory inquiries.
Included Features:
Subscription Terms:
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Hours Policy: Use-it-or-lose-it. Unused consulting hours do not roll over to the next billing cycle. We highly recommend scheduling your 15 hours monthly to ensure continuous strategic alignment.
Billing: Auto-renewing monthly or annual subscription. Cancel anytime with 30 days' notice.
Knowledge Partner
Best for: Teams that need executive guidance PLUS on-demand industry research
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Price (Monthly): 15% off standard rates
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Price (Yearly): 20% off standard rates
Pricing:
Included Features:
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Everything in Strategic Advisor: 15 hours/month Fractional CRO/Treasurer consulting.
Unlimited Access: Curated Access to Risk, Finance & Treasury Knowledge Hub.
Continuous Learning: Library includes exclusive whitepapers, regulatory interpretations, industry benchmarks, and market digests.
Subscription Terms:
Hours Policy: Use-it-or-lose-it (15 hours/month do not roll over).
Library Access: Active for the duration of your subscription. No cap on downloads or reads.
Billing: Auto-renewing monthly or annual subscription. Cancel anytime with 30 days' notice.
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Total Transformation
Best for: Mature finance teams ready to implement proprietary quantitative models
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Price (Monthly): 20% off standard rates
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Price (Yearly): 25% off standard rates
Pricing:
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Included Features:
Everything in Knowledge Partner: 15 hours/month Fractional consulting + Full knowledge Hub access
Unlimited Model Access: Curated ALM, IRRBB, Liquidity, Stress Testing, IFRS 9, validation tools & models, including BBA Fintech's Pricing & ALM as a Service
No Black Box Promise: We provide fully transparent model logic, formulas, and source code (no hidden algorithms). Run your own scenarios with absolute confidence.
Subscription Terms:
Hours Policy: Use-it-or-lose-it (15 hours/month do not roll over).
Model Access: Active for the duration of your subscription. Models are provided in a secure, interactive sandbox environment (or downloadable format).
Billing: Auto-renewing monthly or annual subscription. Cancel anytime.
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CONTACT US
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