Financial services organisations need planning solutions that deliver insight while maintaining governance, auditability, and control.

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We help financial services organisations to:

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• Strengthen FP&A and scenario planning

• Integrate financial, balance sheet, and risk-related assumptions

• Improve forecasting accuracy and version control

• Support regulatory and internal reporting requirements

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Industry-specific planning focus:

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• Net Interest Margin (NIM) modelling

• Balance sheet growth and product mix planning

• Treasury planning, including funding, liquidity, and transfer pricing

• Liquidity and risk-adjusted planning models

• Capital allocation and performance attribution

• Scenario modelling for regulatory and market change

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This creates a planning environment that supports confident decision-making and stands up to scrutiny.