Case Studies

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.

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.