Financial Services
As key player in the company the FP&A team supports the major decisons of the CFO, CEO and the Board of Directors with precise forecasts, analysis, plans and reports. With an integrated business planning solution all kind of data regarding economic and business trends, past company performance, ressource bottlenecks as well as potential problems are considered to shape company’s future financial results. In real-time. Start your proactive planning era.
Key benefits of the controlling solution for the financial service industry
Monitor, evaluate and optimize financial investments
Evaluate complex financial options and scenarios, be capable of making accurate decisions.
Work with key financial ratios such as the debt to equity ratio, current ratio etc.
Work with ‚what if‘ analysis features to simulate portfolio change and use AI to improve forecasts
Simulate project contribution to profit
Monitor and optimize project and portfolio lifecycle and re-evaluate at every process step
React on time to optimize financial and risk impact
Control cost & risk by built in risk management and cluster cost caps
Evaluate opportunities and new market entries
Understand the impact of changes and get the big picture
Benefit of precise, AI-based forecasts incl. backtesting
Consolidate the budgets for all departments, create long-term forecasts, and measure actual results against forecasts.
Do you want to know...?
How do we perform project-wise?
smartPM Project Performance Management application retrieves project related information from any source system and adds forecasting intelligence to predict project performance in any aspect.
Which projects do we run and why?
More and more companies feel and act ‘project-driven’. It is not always clear who triggered which project and for which purpose. Our solution allows for Project Portfolio Management and Portfolio Balancing.
Which projects will impact our financial result as well as our strategy most?
Top/Flop Reports, Earned Value Analysis and ‘what if’ analysis covering whole project portfolios support any decision to be taken.
Read this top reference:
Group CFO