Connected Planning for Financial Institutions

Connected Planning for Banks and Credit Unions

Are your struggling to manage Margin Planning, Workforce Planning and Non Interest Expense Planning in three different systems? Are you able to meet CFOs timeline to prepare the budget and forecast? Are you leveraging AI and machine learning to predict prepayment speed and interest rates?

Join us with Keith Schall[SVP of FP&A, SAFE Credit Union] and Chris Balow[EPM Solutions Specialist, Oracle] to discover how Oracle EPM's Connected Planning solution unifies all aspects of planning into a single platform empowering teams to plan smarter and prepare for what’s next.

1. Margin plan for existing instruments and new orginations
2. Opex plan with visibility to vendor level spend
3. Workforce plan by position and employee
4. Funds Transfer Pricing
5. Ratio reporting like Net Interest Marin, Yield, and profitability analysis. 

Register to learn how you can replace Profit Star, MS Excel with Oracle's single unified connected planning solution.