Case Study: ATB Financial achieves agile budgeting and forecasting transformation in 3 months with Vena Solutions

ATB Financial Transforms Budgeting and Forecasting in Just 3 Months With Vena

ATB Financial, Alberta’s largest home-grown bank with more than 300 branches and $55 billion in assets (SAP for ERP), faced a stagnant, error-prone planning process: a decade-old planning tool with limited admin licences, no audit trails, annual budgets and quarterly forecasts, and heavy manual verification that prevented granular financial modeling or fast, data-driven decisions.

By implementing Vena (live in three months), ATB moved to a single source of truth with an intuitive Excel interface, system integrations and customized templates for salary and revenue planning and a detailed net interest income model. The finance team trained 35 users, now versions budgets monthly, runs agile scenario analysis, and benefits from automated audit trails and faster time-to-value, enabling quicker, more granular insights and better collaboration across the business.

ATB Financial

Michael To

Director of Financial