Oracle Financial Services Balance Sheet Planning is designed to help financial services institutions budget for a full balance sheet and the associated profit and loss statement.
Banks have a number of very unique needs when looking ahead. They must be sensitive to economic conditions, and create plans that not only forecast future performance, but also the forward risks they are assuming. Most importantly, they require tools that accurately forecast net interest margin.
By accurately modeling the detailed and complex events on a bank's balance sheet, for both the current book of business and forecasted new volumes, Oracle Financial Services Balance Sheet Planning enables the delivery of accurate margin forecast and comprehensive, meaningful budgets.
Integrate Risk and Performance Management for Better Results Oracle Financial Services Balance Sheet Planning is a next-generation solution that leverages the strengths of Oracle Hyperion Planning and is fully integrated with Oracle's Financial Services analytical applications, sharing a common account-level relational data model.
Eliminate disparate and incompatible systems with an end-to-end solution that encompasses all aspects of the planning process, including profit planning, budgeting and forecasting, strategy formulation, human resource planning, and capital expenditure budgeting.
Maximize productivity and performance by effectively communicating corporate goals to every level of each business unit. Promptly initiate feedback up the line. Achieve unit-by-unit budgeting and forecasting that is consistent with bank-wide reality.
Establish the vital connection between the budget and day-to-day performance of your financial organization. Develop financial targets and measures of accountability with a single, consistent framework.
Maintain consistency with your asset/liability management process by modeling financial instrument behavior with standard or custom cash flows. Incorporate matched maturity transfer pricing into forecasts. Evaluate an unlimited number of "what if" scenarios. Consolidate both results and assumptions to higher levels.
Access user friendly dashboards, interactive analytics, and richly formatted financial reports through a single interface. Key banking metrics, ratios and KPIs come pre-delivered.