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FINANCE • RISK • TREASURY • AI

Build Capability. Deliver Transformation.

THREE WAYS TO ENGAGE

Flexible Engagement Models 

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​Focused masterclasses and workshops that turn complex Finance, Risk, Treasury and AI topics into practical, actionable knowledge.

  • 90-minute executive briefing

  • Half-day masterclass

  • One- or two-day workshop

  • Board and ALCO training

Executive Training

Applied Capability Programs

Multi-session programs combining instruction, case studies, working sessions and hands-on application to the organization’s business challenges.

  • Three- to six-session academies

  • Functional team upskilling

  • Model development clinics

  • Working sessions using client data

Advisory & Implementation

Targeted support for organizations redesigning models, processes, systems, governance or functional operating models.

  • Fractional CRO, Treasurer and Transformation roles

  • Diagnostic and roadmap

  • Model or framework implementation

  • Transformation programs

  • Independent review and validation

TRAINING & MASTERCLASSES

Develop the Capabilities Your Teams Need

Program 3: Treasury Pricing & Balance Sheet Profitability

Program 2: ICAAP & Scenraio-Based Stress Testing

Program 1: Asset Liability Management & IRRBB

  • Integrate funding costs, liquidity premiums, credit risk, customer behaviour and profitability into pricing decisions.

Audience: Treasury, Product, Finance, Risk and Commercial teams

  • Connect risk identification, scenario design, financial forecasting, capital assessment, risk appetite and management actions.

Audience: Risk, Finance, Capital Management and Internal Audit

  • 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

  • Every institution has unique challenges. Let’s talk about building a custom training solution tailored to your exact needs.

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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

  • 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

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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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01

Understand

Assess current capabilities, priorities, regulatory requirements and knowledge gaps.

02

Learn

Build a shared understanding of the methodology, leading practices and available choices.

03

Apply

Use working sessions to apply the learning to the organization’s models, data and decisions.

04

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.

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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.

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Strategic Advisor 

Best for: Teams that need high-level executive guidance without a full-time hire

Pricing: 

  • Price (Monthly):  10% off standard rates

  • Price (Yearly):  15%  off standard rates

Fractional Access: 15 hours/month of dedicated consulting (Fractional Risk, Treasurer & Transformation 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:

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.

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Knowledge Partner

Best for: Teams that need executive guidance PLUS on-demand industry research

Pricing: 

  • Price (Monthly):  15% off standard rates

  • Price (Yearly):  20%  off standard rates

Included Features:

 

Everything in Strategic Advisor: 15 hours/month Fractional CRO/Treasurer/Transformation 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

Pricing: 

  • Price (Monthly):  20% off standard rates

  • Price (Yearly):  25%  off standard rates

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.

 

CONTACT US

Ready to Collaborate?

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