Banking · Capital markets · Fintech · London and EMEA
Regulatory reporting and change for banks
We help banks, capital markets firms and fintechs meet their regulatory reporting obligations and deliver the data, system and operating model change behind them.
AI strategy and adoption
AI that pays back in regulated firms
From board-level strategy to working systems: we find the AI use cases worth doing, build them on sound data and bring your people with them.
AI governance
Govern AI with confidence
Inventories, risk assessment, model risk controls and human oversight that fit the rules you already follow, from UK GDPR to the EU AI Act.
Automation
Less manual work, more control
We automate reporting, reconciliation and operational processes, replacing spreadsheets and hand-offs with controlled, auditable data flows and AI where it helps.
Managed services and data
We run it, you stay in control
Reporting cycles, data operations and business systems run for you as a managed service, with agreed service levels and full oversight.
Private equity software
Software for private equity
Our own software for CRM, deal appraisal, deal and portfolio management and investor relations, integrated with your platforms, for general and limited partners.
- Since 2010Advising financial services firms
- FCA · ECB · DNBRegulatory reporting experience
- Banks · Markets · FintechWhere most of our work is today
- London · EMEAUK, Europe and Middle East coverage
Who we are
Senior people who have delivered change before
Private Equity Systems is a boutique business and technology consultancy for companies implementing system, process or operating model change. Our senior consultants come from a broad range of sectors, with a specific focus on financial services.
We work with some of the world’s largest financial institutions, as well as investment managers and private equity firms, to accelerate change and deliver the returns expected from their investment in it.
Today most of our work is with banks: helping them meet their regulatory reporting obligations and modernise the data and systems behind them. We are also recognised for our thinking on AI, and we build our own private equity software.
Our specialisms
Where we lead
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Where most of our work is
Regulatory reporting
For banks, capital markets and investment firms: accurate, on-time and explainable prudential, statistical and transaction returns, with the data, controls and automation behind them.
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Thought leadership
AI strategy and adoption
From board-level strategy to working systems: we help regulated firms find the AI use cases that pay back, build them on sound data and govern them properly.
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Software and tooling
Private equity software
Our own software for managing and tracking investments: CRM, deal appraisal, deal and portfolio management and investor relations, integrated with your platforms. For general and limited partners.
Who we work with
Built for banks and financial services
- Most of our work
Banks
Prudential and statistical reporting, regulatory change, and the finance, risk and data change behind them.
- Markets
Capital markets
Transaction reporting and front-to-back change for investment banks, brokers and trading firms.
- Fintech
Fintechs and payment firms
Reporting, controls and data that keep pace with fast growth and growing regulatory expectations.
- Investment
Investment managers and private equity
AIFMD reporting, operational change and our own private equity software for GPs and LPs.
What we do
Consulting, systems and services
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Business consulting
Target operating models, process re-engineering and business change that sticks.
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Technology and systems change
Project managers, architects, analysts and developers who implement new systems or improve the ones you have.
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Managed services and data
We run business and technology functions for you, and turn your data into the management information you need.
How we work
From question to working change
Understand
We start with your business goals, regulatory position and the systems and data you already have.
Design
A target operating model, architecture or roadmap that is realistic about cost, risk and people.
Deliver
Experienced project managers, analysts, architects and developers who build and implement it.
Embed
Training, controls and ongoing support, or a managed service, so the benefits last.
Insights
Thinking on AI and regulation
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AI
Putting AI to work in private markets: where to start
The best first AI projects in private equity are unglamorous: documents, data capture and first drafts. Here is how to choose them.
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Regulatory reporting
AI in regulatory reporting: a helpful analyst, not the reporting engine
Regulators expect returns that are repeatable and explainable. That shapes where AI belongs in the reporting chain, and where it does not.
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AI governance
Governing AI in a regulated firm: a practical checklist
You do not need a new bureaucracy to govern AI. You need an inventory, clear owners and controls that fit rules you already follow.
Let’s talk about your change programme
Tell us what you are trying to achieve. A senior consultant will reply within two working days.