The Chartis Annual Subscription Package includes the following services:

Chartis’ market research reports and “best-practice” content - Our annual research cycle includes in-depth demand side and supply side analysis of the following market segments:

  • Credit risk management systems
  • Operational risk and GRC software
  • Mergers & Acquisitions in the risk technology market
  • RiskTech 100 Rankings
  • Solvency II and Insurance risk management technology
  • Risk technology consultants
  • Financial Crime Technology
  • Best practice RFPs for credit risk, operational risk, market risk, AML and ALM systems
  • Best practice data and process models for enterprise risk management and governance
  • Best practice methodologies for managing a variety of risk areas

Chartis’ Quarterly Market Intelligence Report
 - aggregating the latest developments in the risk technology marketplace. This gives subscribers a continuous source of intelligence supporting in-house strategy and marketing initiatives. Our Quarterly Market Intelligence report coves:

  • Mergers and acquisitions
  • New product releases
  • Regulatory updates
  • Key contract wins by risktech vendors
  • Global expenditure and recruitment data

Analyst Access -
 Chartis clients enjoy direct access to Chartis analysts. Subscribers can get answers to questions on emerging technologies, strategic issues, competitive information, as well as a broad array of topics via email or telephone. Chartis will provide an independent expert viewpoint that will help clients make better, more informed decisions. The ability to speak directly with a Chartis is one of the most valuable features of membership.

Every analyst inquiry receives an email or telephone response within 48 hours and a complete email response is provided within one to three business days, depending on the complexity of the request. Previous requests have included:

  • What is the forecast expenditure on operational risk software for 2008?
  • What is your outlook on the Asset & Liability technology market?
  • Who are the leading vendors for Basel II credit risk and RWA solutions?
  • What is the difference between in oprisk and GRC?
  • How would you go about valuing a risk software company?

Annual Strategy Session
 – Established Chartis clients benefit from an annual face-to-face consulting session where there is an opportunity for two-way interaction to discuss a variety of strategic issues and options. This service is provided to both buyers and sellers of risk technology solutions. Previous strategy sessions have covered such areas as:

  • Vendor selection
  • Key system requirements definition
  • Risk implementation strategy and roadmap
  • Product strategy and competitive landscape
  • Go-to-market strategy for a new product
  • Review of Acquisition Opportunity
  • Preparing for Strategic Sale

Chartis analysts’ have in-depth market and hands-on experience can add significant value to plans and strategies of senior executives. This service includes one day face-to-face with a Chartis analyst and half-day preparation.

Annual Corporate Subscription Packages


  • Chartis’ market research reports and “best-practice” content
  • Chartis’ Quarterly Market Intelligence Report


  • Chartis’ market research reports and “best-practice” content
  • Chartis’ Quarterly Market Intelligence Report
  • Analyst Access


  • Chartis’ market research reports and “best-practice” content
  • Chartis’ Quarterly Market Intelligence Report
  • Analyst Access
  • Annual Strategy Session (excluding travel expenses)

If you are interested in purchasing a subscription or wish to find out more information, please email