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B-602, Radha Apt, Ranisati Road,
Malad (East), Mumbai - 97.

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Phone USA: +1-331-333-6829
Phone India: +91-932-268-9919

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Case Study – Forecasting Analysis & Reporting

Solution Overview

  • Forecasting module is that part of Banking Tool that uses call report data, built-in modelling features, and forecasted rate information, automatically creates a 3-year projection for any bank.
  • It gives instant access to a 3-year forecast and automatic quarterly updates along continuous rolling view of performance trends.
  • It also gives various reports and tools that help them know the strengths and opportunities and set and plan goals.
Forecasting Analysis & Reporting - Thinkinno Technologies

Challenges / Business Problem

Build product with features like:

  • A 3-year financial projection with automatic quarterly updates.
  • Access to an executive-level forecast to work from, giving bankers time to focus on analysing and fine-tuning their plan rather than building it.
  • Streamlined editing features for varying time periods to easily alter forecast as conditions change and Instantly see the impact on bottom-line as you evaluate alternative ‘what-if?’ tactics.
  • Save as many scenarios as you like, graphically see how they compare, then determine your best course of action. Record assumptions and action plans for quick future reference.
  • Risk Analysis reports for liquidity, contingency funding, future capital adequacy and ALLL needs under stressed conditions.
  • Flexible Reporting Options – Drop down menus offer views of alternative time periods, custom report packages in PDF and excel, 20 qtr historical and 12quarter forecast data.


Client & Users

Region : USA
Industry : Banking

Project Overview

  • Schedule: 2-4 weeks Sprint–iterative method
  • TeamSize: 7


Dev Tools

  • MS Visual Studio 2013, 2005
  • MS SQL Server 2005
  • .NET Framework 4.5, 2.0
  • Chart Director
  • Crystal Report
  • MS FxCop
  • MS Access
  • MS Excel
  • MS Word
  • MS Project
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