Case Study: Andbank achieves agile financial planning and profitability management with Board

Intelligent Planning across sales and finance at Andbank Empowering the bank through a joined-up approach to FP&A and sales performance management

Andbank, a private banking and wealth management group with over 90 years of experience, wanted to improve performance by connecting financial planning, analysis, and sales processes while preserving the distinct logic of each business function. To meet this challenge, the bank chose the Board Intelligent Planning Platform for its FP&A and sales planning needs across the commercial structure.

With Board, Andbank unified planning across sales and finance, giving users role-based access to their own facts and figures and adding strong simulation capabilities. The implementation transformed the management control department from a cost center into a business generation center and helped the bank manage product and customer profitability with greater agility.

Andbank

José Traver

FP&A and BI Director