top of page

Training, consultancy and software implementation services for small & medium sized Banks & Building Societies

Accredited Partner for ALMIS International Limited


Tipton & Coseley Building Society 

David Marshman - Head of Finance

Having been a user of ALMIS for a number of years, we were not convinced that we were making the most of all its functionality.

ALMIS recommended we contact ALM Financial Solutions and it is fair to say that has revolutionised our use of ALMIS, for both planning and regulatory reporting.

It is now much quicker and easier to update our assumptions, plus the balances and cross-checks, Simon has helped us to build have given us much more confidence in our use of ALMIS. 

Marsden Building Society

Neal Walker - Finance Director

We engaged Simon to support us in implementation of ALMIS Financial Planning to replace our current approach and in doing so ensure we can respond to the increased complexity and demand on the framework forward. 

Simon is able to bring his considerable experience of both ALM and the ALMIS product to support an implementation which meets our desired outcomes from the project. Through a flexible working approach and exceptional links with ALMIS we have made considerable progress and aim to go live shortly.

PCF Bank

Jim Coleman - Chief Capital Office

PCF Bank first engaged ALM Financial Solutions in November 2020 to support the latter stages of our ALMIS implementation and further development including our Cobalt adoption. Since then Simon Garrett has provided specialist subject matter expertise in ALMIS data management and reconciliation, middle office+, stress testing (back- and forward-looking), Power BI and reporting, along with training, and has worked effectively and flexibly with colleagues across the bank, including Treasury, Reporting, FP&A, IT and Data Management. We would recommend Simon and ALM Financial Solutions to any new or existing ALMIS users.

bottom of page