Plan, Analyze, Optimize & Monitor Branch Performancewith a click!
BPW is a one of a kind integrated financial performance budgeting, forecasting and business intelligence solution, purpose built to meet the growing needs and diminishing budget of today's Banks and Credit Unions. Our clients see tremendous improvements in their control, confidence and optimization of business plans and forecasts, not to mention the reduced effort and elimination of frustration typically associated with these core business processes.
Efficient and effective revenue and expense planning requires detailed driver-based planning.
Imagine a world of integrated planning and budgeting that includes What-If calculations for deposits, cost of capital, member loyalty and new product penetration that can directly feed into branch P/L's. Imagine a world where SG&A expenses are automatically generated from underlying business drivers and budget owners have 'budget sandboxes' to evaluate best, worst and most likely case scenarios. Using the workbench, credit unions are setting linked annual budgets, monthly re-forecasts and long-term 5-Year plans.
The CEO and CFO need different alerts and views of the business than the Branch Manager who in turn needs different views from the front-line client service specialists. From their desktop browser, tablet or phone the C level execs see exactly how the total business is performing, the impact of changing interest rates and the run-off rate.
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Learn how our services and products can benefit You and your Organization.