Case Study: National Bank Holdings improves loans and deposits budgeting with DIMCON and Hyperion Planning

National Bank Holdings streamlines loans and deposits budgeting for 40,000+ members with DIMCON

National Bank Holdings, a North American banking company, was struggling with a manual loans and deposits budgeting process managed in a cumbersome Excel file. They needed to model over 60,000 total items and required automation, complex calculations, and better reporting capabilities. DIMCON was engaged to provide a solution using Hyperion Planning.

DIMCON implemented a Hyperion Planning solution with EPMA integration, featuring two specialized plan types for loans and deposits. This provided automated, complex calculations for run-off and projections, drastically improving data availability and process efficiency. The vendor's solution successfully managed calculations for over 40,000 members and optimized the entire budgeting and forecasting workflow for National Bank Holdings.

National Bank Holdings