Unlocking Insights: Global Credit Benchmarking Revealed

Summary

In this session, the results of two comprehensive global studies on credit benchmarking for Lombard and Corporate loans are being presented and discussed.

The benchmarking covers data-driven insights on amongst others:

• Current state and market growth expectations
• Basel III response and risk model impact
• Evolution of traditional offerings and collateral coverage
• Degree of credit process standardization and digitalization
• Adoption of AI solutions in the End-2-End credit value chain

Attendees gain a deeper understanding of what is shaping the Lombard and Corporate credit business worldwide based on results from a global benchmarking study.

Credit Risk Benchmarking – Open Participation

The benchmarking for the upcoming Credit Risk Chapter event on 17.06. is still open. While the results discussed during the event represent an anonymized summary, benchmark participants can benefit from additional individual insights.

Any lender can participate for free and non-binding. As a participating Financial Institutions, you will obtain exclusively an overview of your individual results in perspective to the anonymized peer results for a tailored follow-up discussion.

To participate, a ~30 minute survey is to be completed and can be accessed via the following links:

• Lombard Lending Benchmarking
• Corporate Credit Benchmarking

Please note that the individual follow-up sessions are independently organized by Deloitte, unrelated to the Swiss Risk Association.

Presenters

• Eric Gutzwiller, Director at Deloitte Switzerland
  Eric is a Director at Deloitte for the Financial Services industry, especially focused on process optimization and digitalization as well as strategic TOM design. At Deloitte Eric is leading the Lending Centre of Excellence, focusing on thought leadership and projects in credit and credit risk management, Finance and Risk. He brings over 13 years of strategy consulting experience for both, globally leading institutions and developing players, as well as central banks and regulators.
• Elena Petrova, Partner at Deloitte Luxembourg
  Elena serves as Partner in the Financial Advisory team of Deloitte. Elena is an expert in debt, credit ratings and credit risk policies, private and public lending transactions, as well as valuation procedures and methodologies for private debt instruments, and leads Debt Advisory services within Financial Advisory. Prior to Deloitte, she obtained over 7 years of credit and rating advisory experience in leading investment banks in London.

Introduced by Dr. Enrico Piotto, Board Member Swiss Risk Association, Group Chief Risk Officer and Member of the Group Executive Board at EFG International.

Agenda

17:45 Arrival & Name Tag Collection
18:00 Welcome and Introduction (Dr. Enrico Piotto)
18:05 Keynote Presentations
19:00 Q&A
19:20 Conclusion (Dr. Enrico Piotto)
19:30 Networking Drinks (all)
20:30 End

Chapter Event

The Credit Risk chapter explores the impact of economic cycles, interest rate changes, and sector-specific vulnerabilities on credit exposure. Through 3-4 events, members will follow a structured narrative covering risk identification, modeling, and mitigation strategies, with insights tailored for both financial institutions and insurers.