Growing complexity and regulatory pressure
in the financial sector demand new solutions!
I accompany you reliably and professionally
PlanWise™ - Comprehensive Bank Planning, Consulting, Optimization
I offer you:
- A simple-to-use planning and optimization tool
- Fast, tailored implementation
- Extensive experience in interbank and retail business, combined with market knowledge
- Consulting in: comprehensive bank management, regulations, optimization, as well as treasury and IT topics
- IT and database expertise (including SQL)
- Transparent reports that are immediately usable
Your Benefits:
- A fresh perspective on your finances through consistent business planning
- Consistency between your strategy and projected figures
- Clearly visible optimization points
- Fewer spreadsheets due to optimal data modeling
- Easy adjustment of planning for current developments (interest rates, volumes, organizational changes)
- Simple repetition of the planning process in the following year.
PlanWise™
The Tool for Comprehensive Bank Planning
Digitalization
Easiest operation
Maximum flexibility
Modular principle
Consistent
Integrated income statement, ratios, liquidity, and balance sheet planning.
Reports at the push of a button
Income Statement (Contribution Margin)
Balance Sheet
Funding
Ratios: Equity, Leverage, LCR, RoE, MREL*
Volume To-Do for all units
Plan-to-Actual deviation by:
- Volume/Conditions
- Market Interest Rate
- Overall
Additional reports upon request
ALM Module for Interest Rate Derivatives, Loans etc.
Technology
Database-based
Quick installation
Low computational resources required
Multi-user capability
Excel export and linking possible