Financial Institutions: Fortifying the balance sheet

August 22, 2024

Financial Institutions: Fortifying the balance sheet

Financial Institutions: Fortifying the balance sheet Key takeaways from BCG's treasury benchmarking survey: Despite the volatile interest rate environments, progress in balance sheet optimization continues while operational improvements have stalled:
  1. Banks showing slight decrease in risk appetite, but still room for improvement in balance sheet optimization
  2. Challenges in fully digitizing operating models due to budget constraints and macro environment distractions
  3. Importance of steering financial resources highlighted, with need for clearer governance and better data and IT tools
Source: https://www.bcg.com/publications/2024/bcg-treasury-benchmarking-survey-fortifying-the-balance-sheet