Case Study: Efectivo Sí achieves streamlined budgeting & forecasting and improved revenue planning with Kepion

Efectivo Si - Customer Case Study

Efectivo Sí, a Buenos Aires–based financial services firm serving more than 1 million customers through 94 branches and 900 affiliated stores, needed to modernize and unify its budgeting, forecasting and revenue-planning processes to better manage growth and distributed operations. The company engaged Kepion to address these planning and revenue-management challenges.

Kepion implemented a centralized Budgeting & Forecasting and Revenue Planning solution that consolidated planning across Efectivo Sí’s 94 branches and 900 stores, improving planning speed, accuracy and cross‑channel visibility. The Kepion deployment streamlined financial workflows and decision-making, enabling more consistent revenue planning and better support for Efectivo Sí’s large customer base.

Efectivo Si