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Banking Insights From Deloitte: How to Optimize Budgeting & Planning


The banking industry is going through significant change. Competition from FinTech, shifting demographics and industry consolidations are disrupting the traditional business model. This puts pressure on banks to analyze, plan and forecast more accurately, more frequently, at a greater level of detail.


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Abstract

In this webinar Massimo Tomasi and Luigi Mastrangelo, Partners and FS Experts from Deloitte Consulting, will be discussing the challenges banks are facing today and reviewing best practices around budgeting, planning and forecasting in banks. Paolo Angeli, Financial Services Expert from CCH Tagetik, will also join the event and he will share how the right product solution can enable the changes needed to meet these challenges.

In this webinar you will learn:

  • Current challenges facing banks when planning and forecasting
  • Best practices in approaching budgeting for banks
  • Ways to optimize Balance Sheet, P&L and Cash Flow planning
  • How modern budget and planning software delivers on these needs