Case Study: American Financial Services Corporation achieves streamlined driver-based planning with Rolta International

Driver Based Planning Solution for a Large Bank in USA

American Financial Services Corporation, a large U.S. bank with more than $300 billion in assets, wanted to automate and integrate budgeting, forecasting, and balance sheet management while enabling detailed line-of-business forecasting at a granular level. Rolta International addressed this need with a driver-based planning solution, integrated with the bank’s ALM and FTP environment.

Rolta International implemented a planning solution that leveraged ALM hierarchies through DRM, enabled LOB-level driver-based planning, and provided flexible reporting and analysis. The result was a common repository for budget, forecast, and stress-test financials, improved process efficiency and service, multi-year rolling planning, and faster intra-day segment consolidations, helping the bank reduce risk and focus more on future performance and capital adequacy planning.