Introduction
Our SRI Value Analysis helps you build a business case grounded in your institution’s operations. Starting with your current systems, processes and costs, it estimates the financial and operational benefits SRI could deliver and identifies the changes needed to achieve them.
The methodology draws on extensive market research, direct customer reference points and input from operational experts, subject matter experts, product specialists and implementation teams. The assessment is tailored to your institution, with clear evidence behind the projections and assumptions you can review and refine to reflect how your business operates.
Challenge
Rising workloads, manual processes and technology costs create pressure to modernize. Securing investment requires a clear account of where value will come from, what it will cost to achieve and when benefits could emerge.
Headline productivity figures leave important questions unanswered. Which activities change? How much work remains? Does released capacity reduce expenditure, avoid future hiring or support additional demand?
A credible business case makes those distinctions visible. It connects projected benefits to specific workflows, includes implementation and ongoing costs, and shows how assumptions affect the result. That gives Finance, Compliance and Operations a shared basis for evaluating the investment.
How it works
The calculator models your operation from the bottom up, linking individual workflow changes to their financial effects. Customer data provides the preferred baseline. Estimates, benchmarks and SRI performance assumptions are identified separately, with their sources and confidence recorded. Your teams can review the calculation, change inputs and test how the result responds before making an investment decision.
Agree the SRI capabilities, workflows and deployment options to assess. Reconstruct your current operation using transaction or screening volumes, alert rates, handling times, escalation paths, staffing and technology costs. Where information is incomplete, use agreed estimates that remain visible and can be replaced as more accurate evidence becomes available.
Apply each SRI capability to the work it affects, from detection, alert triage and investigation to reporting, model management and technology operations. Calculate the resulting workload, handling effort and operating cost before assigning financial value. Distinguish capacity released, future hiring avoided and expenditure that could actually be removed, so the business case reflects how your institution would realize the benefit.
Account for relevant subscription, implementation, transition and recurring costs alongside projected benefits. Calculate annual and three-year net benefit, ROI and estimated payback, reflecting deployment timing and the existing costs that can be displaced.
Challenge transparent assumptions, compare scenarios and identify the inputs with the greatest influence on the result. Agree which projections need further validation through customer evidence, a Proof of Value or phased implementation.
Outcomes
Receive a detailed report showing the potential financial and operational value of your proposed SRI adoption. See where benefits arise, what investment is required and which assumptions matter most. Use the findings to prioritize opportunities, align stakeholders and establish the evidence needed to progress a business case for modernization.
Review gross benefit, net benefit, ROI and payback across one and three years. See the costs, timing and assumptions behind the projected financial outcome.
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See how individual workflows contribute to the result. Compare changes in workload, handling effort and technology costs to identify where modernization could have the greatest impact on your operation.
Trace material outputs to their inputs and supporting evidence. Distinguish validated data from estimates, test alternative assumptions and identify what needs further validation before your institution commits to investment.
Close coverage gaps faster, strengthen governance and auditability, improve decision consistency and continuously adapt to evolving threats and regulatory requirements. These benefits remain visible without assigning monetary values the available evidence cannot support.
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Build your case for modernization
Start with a short discussion to agree scope and identify the data already available. We work with your operational, financial and technical specialists to establish the baseline, examine assumptions and develop a tailored report. You do not need perfect data to begin.
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