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Case for Change

The Financial Services Industry (FSI) is going through turbulent times. Leaders are striving to restore their profitability and brand status while being forced to reinvent their business to face to up structural changes in the market. The time to prepare for the future challenges is now. Today’s executives are struggling to find the appropriate balance between cutting and managing costs while investing in and developing new markets to remain competitive. With increasing regulatory pressure, the companies are compelled to open up to new and global markets as well as shift their strategic priorities to new client segments and distribution channels: FSI has moved into a new business world.

We offer a self service business application integrated with the transactional system that provides a platform for better planning. The solution is built on world class Enterprise Planning Budgeting Cloud Service (EPBCS) from Oracle.

In a constant period of change, the organizations need to be:

  • adaptive: they should be able to modify or remodel and adjust their actions for an innovative purpose
  • Pro-active: they must be able to prepare for, intervene in, and control unexpected situations. They need to anticipate obstacles.
  • Responsive: Being responsive and reacting quickly can make all the difference.

Scientific planning is highly critical for the below areas:

  • Service or product portfolios
  • Competitive and regulatory pressures
  • Organization goals and objectives
  • Financial Plans
  • Strategic Workforce Plan
  • Operational Expenses Plan
  • Analyse service cost and improve

Key Missing Information

  • Scenario modeling based on various assumptions
  • Impact of changing market conditions
  • Analysis of funds and portfolios by verticals
  • Analysis of trend and improve profitability
  • Identify non-profitable activities
  • Visibility of future demand of workforce

Business Benefits

  • Accurate financial planning
  • Automated business planning
  • Fully integrated with transaction system
  • On the fly reporting for decision making
  • Correct staff mix for optimum operations
  • Robust approval flows and security
  • Quick reforecast for changing market conditions
  • Increased planning accuracy leads to increase in profitability and reduction in cost


  • NII planning and analysis
  • Driver based solution for automation
  • Balance sheet Planning
  • Accurate Revenue planning
  • Branch wise analysis of performance
  • 3-5 years long term financial plan
  • Capital Asset Planning
  • Strategic Workforce Planning
  • Branch Portfolio Planning
  • Scenario Modeling (Analysis of impact on cash and income/expense because of change in repo rates)
  • Financial Planning (based on Banking industry specific drivers)
  • NPA Forecasting
  • Product level planning

Analysis of top customers / services

NII trend for a particular branch

Analysis of lending by vertical

New Branch Feasibility Study

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