Andbank Group has over 90 years of experience in private banking and comprehensive wealth management. Looking to improve performance, the bank sought to combine its financial planning, analysis, and sales processes, whilst preserving the unique logic and business rules of each business function. The bank chose the Board Intelligent Planning Platform, which addresses all FP&A and sales planning needs across the entire commercial structure, from the CEO to each banker. Board has transformed Andbank’s management control department from a cost center to a business generation center and empowered the organization to manage the profitability of its products and customers with greater agility.
We liked Board because it is essential to have a secure and reliable planning platform in private banking. Now each user can consult their own facts and figures based on their role. Additionally, we like the simulation functionalities: they are the future.
