Manage finances?
Growing complexity calls for clear steering logic.
Banking · Consulting · SoftwareManage finances.
Manage finances.
With structure.
Growing complexity and regulatory pressure demand new solutions. PlanWise™ combines comprehensive bank planning, consulting and optimization in one consistent approach.
Mag. Florian WeihsPlanWise™ e.U.
but how?
With consistent data, reporting and a clean planning model.
Safe with the right instruments...
PlanWise™ combines consulting and software support in one integrated approach.
Comprehensive bank planning, consulting, optimization.
A fresh perspective on your finances – through consistent business planning, transparent reports and a data model that makes planning manageable.
Services
Reduce complexity. Improve decisions.
PlanWise™ combines banking expertise with IT and database know-how. The result: quickly deployable solutions, transparent results and a planning process that can be efficiently repeated.
What I offer
- Simple-to-use planning and optimization tool
- Fast, tailored implementation
- Experience in interbank and retail business combined with market knowledge
- Consulting in bank management, regulations, optimization, treasury and IT
- IT and database expertise including SQL
- Transparent reports ready for immediate use
Your benefits
- Consistent business planning across the bank
- Alignment between strategy and projected figures
- Clearly visible optimization points
- Fewer spreadsheets through an optimal data model
- Easy adjustment to interest rate, volume and organizational changes
- Simple repetition of the planning process in the following year
PlanWise™ Tool
Comprehensive planning from one source.
A database-based modular tool for integrated income statement, ratios, liquidity and balance sheet planning – with reports at the push of a button.
Digitalization
- Easy operation
- Maximum flexibility
- Modular principle
- Consistent planning
- Integrated P&L, ratios, liquidity and balance sheet
Reports
- Income statement / contribution margin
- Balance sheet & funding
- Equity, leverage, LCR, RoE, MREL
- Volume to-do for all units
- Plan-to-actual deviations
- ALM module for derivatives and loans
Technology
- Database-based
- Quick installation
- Low computational resources
- Multi-user capability
- Excel export and linking
Partners & clients
Trust through collaboration.
A selection of partners and clients listed on the current PlanWise™ website.
Contact
Plan finances better?
Let’s discuss how PlanWise™ can support your planning, management and optimization.