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Financial Planning for Banking

Navigate risk and drive growth with a unified platform for financial planning, and asset-liability management.

Key Features

Everything You Need to Succeed

Budget Plan

Expenses, Revenues, Investments

Forecasting

Rolling and AI-enhanced projections

Financial Statements

Balance Sheet, Cash Flow, Income Statement

Scenario Modeling

Run What-If scenarios to guide decision-making

Trial Balance

Integrated and automated

KPI Dashboards

Customizable reports, real-time insights

Asset & Liability Management

Asset & Liability Management

Model interest rate risk, liquidity, and balance sheet composition to optimize your financial position.

  • Simulate the impact of interest rate changes on net interest margin.

  • Forecast liquidity needs under various market conditions.

  • Analyze and manage your entire balance sheet for better performance.

Asset & Liability Management

Regulatory & Compliance Reporting

Regulatory & Compliance Reporting

Streamline the generation of complex regulatory reports and ensure data accuracy.

  • Automate the preparation of CCAR, DFAST, and other regulatory submissions.

  • Maintain a single source of truth for all compliance-related data.

  • Easily adapt to changing regulatory requirements with a flexible platform.

Regulatory & Compliance Reporting
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Make smarter decisions based on real-time data

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