Target Audience

How zeb/integrated.bank-planner meets your business needs

... you initiate the planning process by defining strategic goals
... you keep track of the planning activities and their possible impact on the bank's profit
... you combine zeb/integrated.bank-planner with zeb/integrated.treasury manager to implement an integrated solution for bank-wide budgeting, treasury management and retail planning

... you define individual planning processes and break down bank-wide goals into sales units, sales products and customer groups
... you get an up-to-date overview of the planning activities in your field of responsibility
... you can explicitly analyse and compare planned and actual figures of your sales units

... you receive aggregate target values as input for your detailed market planning
... you let the system break down given target values into organisational units, products and client groups
... you start the planning process for your units following a combined top-down/bottom-up approach

... you define relevant planning structures (organisational units, product groups, customer groups) in a flexible and convenient way
... you configure relevant planning key indicators - interest income, fee and cost - for your bank
... you can use zeb/integrated.bank-planner to support your bank-specific processes
... you are always informed of current planning activities and variances between budgeted and actual figures
... you are able to simulate the impact of changes to your plan using a scenario analysis
... you easily perform ad hoc queries on the system's integrated database

zeb//control includes a certified adapter for the Avaloq Banking System.

Our support hotline can be reached at:

+49-251-97128-200

(on weekdays from 8:30 am till 5:30 pm)