Planning process for all levels of a financial institution

Corporate policy becomes manifest in the planning approach which pinpoints the products to be sold to specific customers in their respective markets. Co-ordinating these goals is often time-consuming and also ties up important resources. FlexFinance supports the planning cycle, managing, analysing and controlling while introducing more efficiency and transparency into planning processes. This results in budgets and targets which can be realistically pursued in everyday operations.

Top down/bottom up income planning and budgeting

FlexFinance supports both budgeting and income planning. Different planning models are provided, e.g. on the basis of new deals, total volume or individual transactions. The top-down and/or bottom-up planning process is supported by the system so that each planning step is triggered, traced and logged automatically. The results and the generation of the target figures can be traced at any time. Income planning and budgeting are components of FlexFinance Profitability and thus methodologically and technically integrated into sales and total bank management. 

• Integrated MS Office
• Workflow-based
• Robust audit trail
• Flexible planning models
• Planning integrated into sales and total bank management