Banking and Financial Services Planning

Planning your way in banking & financial services

Today’s banks and financial service firms are focused on staying competitive while adapting and shifting in a constantly changing market, while also managing risk and compliance.

Driver-based planning for interest income

Create plans using rates, balances, averages, and margins to track gross income by region, branch or product group.

Flexible planning by division or function

Organize your plan by division, geography, or any way that your business tracks performance.

Actual versus plan monitoring

Quickly spot variances between actuals and plan, monitoring the top line of your business or drilling down to business unit details.

Solutions we provide

Planning, Budgeting & Forecasting

Dashboards & Scorecards

Reporting & Analysis

Workforce Planning

Expense Planning

Revenue Planning

Customer Spotlight

Nuevo Banco de Entre Ríos S.A. provides Internet and home banking, personal loans, credit cards, and family insurance products and services.

With Kepion, Nuevo Banco de Entre Rios is able to align all products and services with sales forecasts and include expenses for complete profitability analysis.