Advanced Analytics & AI
Smarter Planning for Modern Banking
Transform your bank’s planning, reporting, and analytics into a transparent, efficient, and data-driven process.
Fast & Flexible ImplementationExpertise Beyond TechnologyA Planning Process that Simply WorksFinancial planning for banks is complex. We make it simple.
In modern banking, every plan, forecast, and report is a chance to steer growth, yet too often, teams still wrestle with scattered spreadsheets, disconnected systems, and time lost to manual reconciliation.
Controllers spend nights checking numbers. Business users wait for insights they can’t easily access. Decision-makers see the big picture — but not always in time to act.
Now imagine a smarter way to plan, one where finance, business, and leadership move together, guided by connected data and shared clarity.
That’s smarter planning for modern banking — faster cycles, trusted insights, and confident decisions at every level.
Planning Model for Financial Institutions – designed for the way banks plan.
Our solution, based on IBM Planning Analytics, is built specifically for the banking sector. It delivers a transparent, efficient, and well-structured planning process — from budgeting and forecasting to profitability analysis and reporting.
With Planning for Banking, you get:
- Unified planning across all departments
- Top-down and bottom-up planning flexibility
- Automated data quality checks and workflows
- Faster forecasting and reporting cycles
Decision-grade data for accurate, timely insights
Measurable Impact
Core & Advanced Modules
Core Modules:
- Administration Secure user and data management down to the cell level
- Cost & Income Planning Plan by product, client, cost type, or business driver
- Portfolio Planning For retail, corporate, and treasury (loans, deposits, securities)
- Analytical Reporting P&L, balance sheet, KPI dashboards
Advanced Modules:
- Fixed Assets Planning Asset registry and amortization forecasting
- HR Cost Planning Headcount and HR expense modeling
- Profitability Analysis Allocate profit by branch, region, or client segment
Together, these modules create a single, integrated ecosystem for financial planning and performance management.
Key Features
- Up to 26+ predefined dimensions, fully extendable for banking data structures
- Top-down and bottom-up planning supported for bank-specific structures
- Multiple scenarios and unlimited versions for budgets and forecasts
- Workflow-based governance – aligned with controllers and business owners
- Integrated view of P&L, Balance Sheet, and Portfolio
- Flexible integration (flat files or direct connections to source systems)
Result:
A faster, more reliable planning cycle that reduces manual work and increases confidence in every number.
Why Banks Choose Us
- Deep banking expertise Built by FP&A professionals with extensive experience in the banking industry.
- Fast and efficient implementation A structured approach that ensures a smooth, transparent, and reliable rollout.
- Advisory approach We help you optimize planning processes - not just implement a tool.
- Proven technology Powered by IBM Planning Analytics, ensuring performance, scalability, and security.
- Trusted partnerships Chosen by leading financial institutions that value precision, control, and collaboration.
Plan with confidence. Perform with precision.
Built on IBM Planning Analytics and tailored to your needs, Planning for Banking empowers financial institutions to control complexity, improve accuracy, and accelerate decisions that drive measurable business results.
