Confluence

How much confidence do you have in your liquidity risk framework? AIFMD II has raised expectations around how firms monitor, evidence and govern liquidity risk. The challenge isn't simply meeting regulatory requirements; it’s demonstrating that liquidity decisions are supported by robust analysis, clear governance and appropriate controls. Learn how Confluence is helping firms strengthen liquidity risk management through analytics, stress testing, governance and liquidity monitoring.

Is your firm ready for CPP questionnaires? Value for Money is receiving increasing regulatory attention across the European insurance market, and yet many firms still rely on manual processes and spreadsheets to calculate, validate and produce Costs & Past Performance (CPP) questionnaires. At Confluence, we have expanded our insurance offering with a new CPP solution designed to automate data collection, calculations and questionnaire production. Built on the same data foundations used for PRIIPs processes, the solution helps insurers reduce manual effort, improve consistency, and strengthen operational controls. Confluence also provides product clustering support and backward-looking simulation of CPP metrics, using actual incurred costs; helping insurers analyze and understand their real Value for Money position. We are offering in-scope insurers a complimentary Proof of Value which can be live in as little as one week. Let us demonstrate how Confluence can automate CPP calculations and questionnaire workflows using a sample of existing product data. Speak to us about your CPP readiness and your complimentary Proof of Value. https://lnkd.in/eF3zx8_a #Insurance #ValueForMoney #CPP #PRIIPs #RegTech #ExpectIt

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗖𝗼𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝗣𝗢𝗜𝗡𝗧. Firms don't want to rip out solutions that work. They want those solutions to do more. POINT is AI-enabled automation running within and alongside the Confluence solutions you already trust. Not a replacement. An extension. Validate any document type, including unstructured data, against the source in minutes with a full audit trail. Ask Revolution performance and risk questions in plain English, right inside Excel. And more across the suite as POINT grows. In our world, output can never be "magic." It has to be traceable, auditable and understood. That's how we're building it. Optimize what already works 👇

Just released! Sector Insights https://bit.ly/4t3Krcr. This analysis provides a clear, factor-based view of U.S. equity sector performance. Leveraging Style Analytics® data, the dashboard brings together sector weights, valuation dynamics, and factor exposures to highlight what is driving returns beneath the surface of the market. hashtag#FactorAnalysis hashtag#Sector hashtag#ExpectIt

Elevate your portfolio management with Confluence's Q4 2025 Sector Insights Dashboard. This comprehensive report delivers actionable data on market dynamics, helping you align investments with evolving trends and achieve optimal outcomes in today's financial landscape.

What’s shaping regulatory scrutiny in 2026? The January 2026 RegTech Report explores: • Key developments in UK shareholder disclosures • What recent regulatory enforcement activity signals about supervisory priorities • What to watch next on Consumer Composite Investments (CCI) and market integration Practical insight for compliance, regulatory, and operations teams navigating an evolving landscape. 👉 Read the January RegTech Report!