
Do you need people that listen, create and help ?
We do or do not, there is no try !
Since 1999, Strategy-sa brings bespoke business expertise and
tailor made IT solutions for the financial industry
- Business consulting to understand, identify, organise or process functionally and adequately your data
- Transformation solutions to accelerate your data migration to a new CRM, Core system or accounting financial system
- Data reporting solutions to make faster decisions and improve business insights for users
- Data legacy solutions to retain all your historical data and reduce your legacy banking licences costs
Do you need people that listen, create and help ?
Do you need expertise ?
- To help the users to specify their IT needs ?
- To analyse your data and create value with it ?
- To increase data quality ?
Do you need technology ?
- To accelerate your core banking upgrade ?
- To accelerate your data migration ?
- To free you and empower the users with data reporting ?
We focus on service
- Improve collaboration with business users
- Strong analysis capability to enable functional improvements your core systems
- Commit to quality
We know what technology is about
- We provide solutions
- We free you by empowering the user
Our industry expertise
Where data is essential we have expertise
Banking
- Wealth Management
- Private Banking
- Asset Management
- Investment Banking
- Trade Finance
- Commodities
- Corporate & Institutional Banking
- Retail Banking
- Capital Markets
- Sustainable Banking
Other industries
- Software & Platform Companies
- Insurance Companies
- Independent Financial Advisors
- Financial Companies
- Real Estate Companies
- Public Services
And many more…
Check out our latest data stories & news
Do you think enthusiasm can fade away?
Check out our video and watch till the end!


#DataLegacyRetention
We retained banking data (Apsys, S2i, Avaloq…) into our data legacy solution eReports. Posts Linkedin 1, Linkedin 2


#DataMigration
We migrated data efficiently, with ready to go decisions tree, mapping tables templates and quantitative & qualitative reconciliation tools


#WorkflowData #Compliance
We created business workflows to manage Compliance periodical review process and meet AML requirements (workflow, data aggregation, reporting, smoothing…)


#DataReporting #CreditMonitoring
We created operational dahsboards and reports to monitor debtor exposure (liabilities vs assets collateral, limits follow-up)


#DataReporting #Fees
We created client dashboarding to monitor fees exceptions applied against standard fee schedule and evaluate P&L impacts


#DataReporting #MIS KPI
We created KPI dahsboards to monitor the AUM, deposits, withdrawals, ROI of the clients


#DerivativesCalculation
We create derivatives margin calculation engine and automatic margin call return/transfer operations


#DataReporting #MIS KPI
We calculated all tax lots to feed a tax reporting tool within a month !


#Avaloq Migration
We ease full Avaloq data migration, leveraging our Avaloq data model expertise in 10 months…


#S2i Migration
We ease S2i Azqore full data migration, leveraging our S2i full data model expertise in few months…


#CRM Migration
We ease full CRM data migration and transformation, leveraging our Front, regulatory, legal, tax business expertises from all jurisdictions


#FINNOVA Migration
We ease full FINNOVA data migration, leveraging our FINNOVA data model expertise…
