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Past Webinar

Connected Planning for Banks and Credit Unions

Start Date
27 September 2023
11:00:00 Pacific Time
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Registration Closed

Event Concluded

Connected Planning for Banks and Credit Unions

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 to learn how Oracle EPM can help you deploy a connected planning solution that brings all aspects of planning into a single platform and prepare 

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

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

Register Now
Team Member

Our Presenters

Kannappan Singaram

Kannappan Singaram

Robert Bob Smith

Robert Bob Smith

EPM Practice Director