COUNTDOWN TO SECURE FINANCIAL MODELING From intrusions, data hacking and data manipulation ‘London Whale’ errors from costing you billions of dollars Uncertainties that ask “which version?”, “what control?” To scale up to your growth levels. Main- tenance should not be a bottleneck! 5 ‘MUSTHAVES’ FOR YOUR FINANCIAL MODELING 4 REASONS TO UPGRADE YOUR SPREADSHEETS + Is it definitively structured? Does it provide real time access to accurate and up-to-date data? Does it provide a happy user experience? + Does it have built-in flexibility for scenario and sensitivity analysis? Is it agile for improvements? - Combines the advantage of a secure automated solution with the best of spreadsheet features and ‘look & feel’. Tied to data storage - hence provides all audit, workflow and reporting capabilities Over 90 % of the spreadsheets reviewed in various shown to have significant and undetected errors surveys since 1997 Recent developments in regulatory mandates (e.g. Basel II, Sarbanes- Oxley) are sure to subject spreadsheets to increasing scrutiny through formal audit processes Macros & web services - conversion to event handlers Support for custom formats and formulae’s Excel view Interactive dashboards Charts & reports Quick build of new models Structured / unstructured database Robust design for facile search of historical data Multi-role set up Secure access management Model status Multi-level approval tracking Speed Depth, Breadth, Speed Version history Model comparisons User change tracking View & approve key details Alerts on the go Predictive modeling Monitoring & reporting framework Ease of changing models Brillio’s SWAp, a web-based framework, is designed to address pressing challenges faced by financial services firms. Scalable, extensible and customizable, it is designed to work with the most complex spreadsheets Does it address requirements of all critical regulations and reside in a well-controlled environment? 1 + Does it align with the priorities of your CFO, CIO and CRO? Does it facilitate compliance? 4 R I Does it build cost efficiency through real-time user collaboration? Does it eliminate wasteful spreadsheet maintenance? 5 2 3 1 2 1 2 3 1 2 3 4 3 FACTS ABOUT SPREADSHEETS 1SOLUTION WITH 10 WINNING FEATURES: brillio’s SWAp The spreadsheet grid as a user-interface metaphor is poorly suited for sophisticated modeling required for business decisions and regulatory compliance The spreadsheet grid as a user-interface metaphor is poorly suited for sophisticated modeling required for business decisions and regulatory compliance upside: Adds dimensions and scope for managing existing spreadsheets. Provides capabilities of performance, discovery, risk assessment, control and reporting downside: Impact of change required could prove cumbersome and diminish user experience, control and reporting APPLICATIONS: www.brillio.com/ insights 2 OPTIONS FOR BETTER SPREADSHEET CONTROL