Featured Customer Story

TD Securities builds a trusted foundation for real-time risk analytics with Strategy

TD Securities’ Transformation at a Glance

Unified data foundation

With a governed, single source of truth for trusted analytics

Shared, trusted metrics

Faster, deeper insights

Exposure, drivers, and portfolio‑level details available within minutes.

Self‑service exploration at scale

Business users explore risk information without compromising controls or consistency.

The Challenge: Unlocking Trusted Insight into Counterparty Exposure

For TD Securities' Risk Analytics department, understanding counterparty exposure is critical. Every decision depends on having accurate, trusted, and timely data about where risk exists, what is driving it, and how exposure changes over time.

The real challenge was accessing that data at scale. Risk-related insights were fragmented across multiple internal systems, requiring analysts to manually collect, reconcile, and validate data before it could be used. Each cycle could take approximately two weeks, and even after completing that effort, teams often lacked the deeper analytics behind the numbers, such as which specific trades were contributing to overall exposure.

For a highly specialized risk organization, this created a significant opportunity. TD Securities aimed to build a foundation that could bring together complex risk data, establish consistent definitions, and enable business users to answer questions independently.

“We were spending 90% of our effort to just generate the information, and then spending 10% actually analyzing the results.”

George Karahotzitis
AVP of Counterparty Risk Analytics

The Strategy: Building a Governed Foundation for Shared Risk Analytics

The Foundation

TD Securities leveraged Databricks as the foundation for bringing fragmented risk data together into a scalable, governed environment.

Next, it leveraged Strategy's semantic layer to provide that business context, establishing shared business logic for risk analytics.

The Solution

This allowed TD Securities to establish a trusted business layer to define and consume risk metrics. Business users could trust that the same number meant the same thing everywhere.

It also ensured that TD Securities could maintain the governance and controls expected in a financial services environment.

The Differentiation

TD Securities consolidated data from multiple sources, and connected it with Strategy's semantic layer to create a single source of truth for risk analytics.

This new foundation allowed teams to move beyond manual reporting, and enabled users to interact with risk insights in a more flexible, self-service manner.

The Application

Now, TD Securities' business users can create new views, analyze different perspectives, and explore risk information while the underlying data foundation remains consistent.

Instead of spending most of their effort assembling information, analysts can focus on analyzing trends, identifying risks, and supporting better decisions.

“The amount of what was delivered [by Strategy] in such a short amount of time is truly phenomenal.”

Eleanor Morrison
Managing Director and Head of Risk Analytics

Establishing a Scalable, AI‑Ready Risk Ecosystem

The Impact

What previously required weeks of preparation is now available within minutes. Risk teams can now quickly identify and analyze:

Overall counterparty exposure
Key drivers contributing to risk
Exposure by business dimensions
Details behind portfolio-level metrics

The centralized governance and business agility allow TD Securities to scale analytics adoption while maintaining consistency and trust.

The Future

TD Securities now has the foundation to expand risk analytics capabilities for additional areas, including margin management, dispute tracking, and broader exposure monitoring.

By establishing trusted data and consistent business definitions, TD Securities has created the scalable foundation required for advanced, AI-supported initiatives.

The Long-Term Vision

The organization's' priorities include extending this foundation to additional risk domains, incorporating more data sources, and creating a more unified enterprise view of exposure.

TD Securities' long-term vision sees a connected risk ecosystem where teams can track datapoints faster, identify emerging risks earlier, leverage advanced analytics capabilities, and improve decision-making across stakeholders.