The ultimate financial services planning solution.

Unify back, middle, and front office planning processes for institution-wide collaboration, real-time analytics, and ‘what-if’ scenario modeling. Boost profitability and strengthen your balance sheet—all while adhering to consumer duty.

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91%

finance efficiency

90%

reduction in EUC-based data entry

75%

reduction in planning time

Financial and operational planning in one platform.

Dynamic what-if scenario planning

Navigate organizational complexities and regulatory constraints with confidence. Re-assess priorities with greater agility.

Real-time single source of truth

Bring automation to your planning and performance management processes and increase alignment and data reliability.

Integrated planning

Take an enterprise-approach and integrate planning not only across finance, risk, and treasury but also at a strategic, group, and local level.

"The Board team has been fantastic and great to work with. There’s an all-hands-on-deck feeling working together toward a common goal—which is important—and we’re really pleased with where we are today.”

Andy Lomas

Product Owner: Planning, Budgeting & Forecasting

A wide range of solutions supporting financial services.

FINANCIAL PLANNING

Futureproof your FP&A.

Integrate P&L and balance sheet planning including NII, NIM, costs, and FTP to drive visibility and accuracy across the organization. Save time by automating repetitive processes while enhancing visibility, accuracy, and collaboration.

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REGULATORY PLANNING

Build the process to get it right.

Model and evaluate plans to support regulatory compliance, including recovery plan (RRP) and capital plan (ICAAP). Enables users to scenario plan and oversee management actions on key financial rations and KPIs. Set drivers to see the impact on capital and liquidity positions.

SCENARIO MODELING

Mitigate risks and control outcomes.

Model the impact of current scenarios and quantify the impact on your income statement and balance sheet and cash-flow. Model the impact of different scenarios on their businesses in the short, medium, and long term.

WORKFORCE PLANNING

Optimise your human resources.

Enable a workforce right-sizing strategy for branches ensuring staff onsite can efficiently serve customers to meet your high standards. Evaluate, track, and report on staff skills, experience, and performance to identify and retain high performers.

Don’t just take our word for it.

Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning
Among the top three vendors in the 2023 Gartner® Critical Capabilities for Financial Planning software
Leader in the Nucleus CPM Technology Value Matrix 2023