Case Study: Avaloq achieves advanced reporting and predictive scenario modeling with Board

Reporting, Management Control, and Profitability Analysis Transformation at Avaloq

Avaloq, the Swiss market leader in back‑office IT for private banking and wealth management, found its finance team increasingly constrained by Excel for reporting and analysis as data volumes and complexity grew. With millions of daily transactions and SAP‑sourced data that Excel could no longer handle securely or efficiently, the company needed a more flexible, centralized solution to support fast, reliable financial analysis.

Avaloq adopted the Board platform to unify BI, planning and predictive analytics, building tailored applications for multidimensional profitability, transaction‑based service invoicing, and group consolidation. The solution centralized data and administration, improved security, reduced manual effort, and—critically—enabled advanced scenario modeling and dynamic budgeting, giving the finance team faster, interactive reporting and the ability to run forward‑looking simulations for better decision making.

Avaloq

Luca Mainini

Head of Finance