Finance planning transformation for financial services

Plan and forecast premiums across distribution channels, fees and services revenue, and investment income at a granular level to enhance decision-making.

Plan and forecast claims and servicing costs, sales and distribution costs, and other OpEx items based on the revenue plan. Create transparency around corporate cost allocations. 

Estimate and monitor headcount expenses to ensure alignment with income and expense plans, while evaluating headcount decisions effectively. 

Forecast your balance sheet across various scenarios by modeling claims liabilities (reserves) and capital ratios using inputs from actuarial forecasting — all while helping ensure regulatory compliance. 

Create strategic plans that evaluate financial impacts across changing scenarios, aligning seamlessly with income, expenses, workforce, and capital planning. 

Forecast loans, deposits, and fee income at the client and product subsegment level, ensuring a clear connection to business and macroeconomic drivers. 

Plan and forecast non-interest expenses in alignment with the income plan. Monitor cost targets and profitability at a granular level while enhancing transparency in corporate cost allocation.

Estimate and monitor headcount expenses to ensure alignment with income and expense plans, while evaluating headcount decisions effectively. 

Model liquidity and capital ratios to forecast your balance sheet across various scenarios, ensuring compliance with regulatory requirements. 

Develop strategic plans that assess financial impacts under evolving scenarios, ensuring alignment with income, expense, workforce, and capital planning. 

Plan and forecast assets under management (AUM) with breakdown of organic and inorganic growth based on RM sales plan by client segments (retail distribution versus institutional investors). 

Plan and forecast all non-headcount expenses and connect expense plans with AUM plan to track profitability and guide resource allocation. 

Forecast the profitability of your portfolio across funds, clients, investors and other dimensions such as fee calculations, cost allocations, and more. 

Develop strategic plans that assess financial impacts under evolving scenarios, ensuring alignment with income, expense, workforce, and capital planning.