Banking Use Case
Modern planning built for the rapidly changing banking industry.
Â鶹´«Ã½ Adaptive Planning gives banking organisations the power to plan, budget and forecast the future.
Key use cases.
Explore models built for the banking industry.
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Balance sheet planning ¨C Build loan portfolio runoffs, including principals, prepayment, interest, deposits, fees, as well as new origination/deposit models so you can forecast a comprehensive balance sheet, income statement and cashflow.
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Product and branch profitability ¨C Plan revenues and direct costs by product and branch. Allocate personnel and overhead to create product and branch P&Ls.
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Non-interest expense budgeting ¨C Plan for non-interest expense items such as salary, benefits, taxes and facilities costs.
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Funds transfer pricing ¨C Adjust rates to determine the profitability of product lines or performance of various branches.
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Workforce planning ¨C Build branch and call centre staffing models to optimise capacity; plan related benefits, bonuses, commissions and raises.
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Assets under management (AUM) ¨C Wealth management companies can plan assets under management (AUM) and advisory fees.
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Credit union membership ¨C Credit unions can forecast member adds, retention and fees as well as instrument-level details (e.g., credit cards, car loans and mortgages).
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