Market Data & Risk Integration Package

Feed Bloomberg and Findeks Data into SAP Treasury Automatically

The Montag Market Data & Risk Integration Package feeds market data from Bloomberg, Findeks and other financial data sources into SAP Treasury automatically. Exchange rates, interest rates, security prices and credit risk data are kept current, and manual data entry is eliminated.

What Is It?

The Montag Market Data & Risk Integration Package is an integration solution that automatically transfers market data and credit risk information from Bloomberg, Findeks and similar data providers into the SAP Treasury and Risk Management (TRM) environment.

Problem Space

Do these questions sound familiar?

01

Are exchange rates and interest rates entered into SAP manually?

02

Are valuation results affected because market data is updated late?

03

Can Mark-to-Market (MtM) calculations not be run with current market data?

04

Are credit risk scores managed independently of finance processes?

05

Do you struggle to integrate different data sources with SAP Treasury?

The Montag Approach

At Montag, we build secure, sustainable integrations between market data providers and SAP Treasury processes.

By automatically feeding information from financial data sources — Bloomberg and Findeks first among them — into the SAP environment, we ensure that valuation, risk management and reporting processes run on current data.

SAP components used in this solution
SAP Treasury and Risk Management (TRM) SAP Market Risk Analyzer SAP Credit Risk Analyzer SAP S/4HANA Treasury SAP Cash Management SAP Analytics Cloud (SAC) SAP Fiori
Scope / What's Included

What does this package include?

Bloomberg API and Market Data Integration

Exchange rates, interest rates, bond yields and security prices from Bloomberg are transferred into SAP Treasury automatically.

Automatic FX Rate, Interest Rate and Market Data Updates

Financial data is updated at defined intervals or in real time, so that Treasury processes work with current information.

Mark-to-Market (MtM) Valuation Automation

Financial positions are valued automatically using current market data and risk reports are generated.

Findeks Risk Score Integration

Findeks credit risk scores are integrated into SAP processes for use in customer and counterparty risk assessment.

Benefits

What do you gain with this package?

01

Treasury processes running on current, reliable market data

02

Less manual data entry and fewer operational errors

03

Accurate Mark-to-Market (MtM) calculations

04

More effective market and credit risk management

05

Fast, reliable financial reporting

06

A high level of automation in SAP Treasury processes

Use Cases

Who is it for?

01

Treasury teams managing FX, interest rate and derivative transactions

02

Companies performing Mark-to-Market valuation

03

Large enterprises running SAP Treasury

04

Finance teams that want to integrate credit risk assessment into SAP processes

05

Companies that do not want to manage financial market data manually

Our Methodology

We follow the same success model in every project.

01

We Listen

We analyse your treasury processes, the data providers you use and your existing SAP landscape.

02

We Model

We design the data flow, update frequency and integration architecture to fit your organisation.

03

We Build

We integrate Bloomberg, Findeks and other data sources with SAP Treasury, test and take them live.

04

We Stay With You

We continue to develop the solution for new data providers, additional market data and changing business needs.

Why Montag?

Why Choose Montag for SAP Treasury Integrations?

01

A Team Fluent in Treasury Processes

We do not just build technical integrations; we work with consultants who understand treasury operations, market risk and valuation processes.

02

An Architecture Aligned with SAP Standards

We deliver sustainable, extensible integration solutions compatible with the SAP Treasury and Risk Management infrastructure.

03

Flexible Data Source Support

Beyond Bloomberg and Findeks, we offer a flexible architecture that can integrate with other market data providers and enterprise data sources.

Frequently Asked Questions

What people ask

It is an integration solution that automatically transfers exchange rates, interest rates, bond yields and security prices from Bloomberg into the SAP Treasury environment.

Findeks credit risk scores are integrated into SAP processes for use in customer risk assessment, counterparty analysis, credit limit processes and risk reporting.

Mark-to-Market (MtM) is the method of valuing financial assets and liabilities at current market prices. With current market data, Treasury reports become more accurate and reliable.

Yes. To use Bloomberg data, the organisation must hold a valid Bloomberg licence or data access subscription. The integration is built on top of that access.

Different data types can be transferred according to need: exchange rates, interest rates, bond and bill prices, security prices, yield curves, CDS and other market risk indicators, and Findeks credit risk scores.

Get started

Integrate market data and credit risk information into your SAP Treasury processes automatically, and make faster, more accurate, more reliable financial decisions.

Let's assess together how our Bloomberg and Findeks integration solution can be adapted to your organisation.

Schedule a call