Industries
Complete Planning Software for Banks
The Intelligent Complete Planning Solution for Banking and Credit Unions
Plan, Budget and Forecast With Agility
Get pre-built planning templates, data models, reports, business logic, workflows and source system integrations so you can plan faster and drive predictable business outcomes.
Net Interest Margin Planning
Use pre-configured logic that incorporates assumptions around base rates, margin and interest calculations to automatically plan your net interest margin.
Balance Sheet Planning
Use proven methodologies for planning deposit and loan balances—and plan product asset balance and run-off from your ALM data.
Quickly Respond to Interest Rate Changes
With scenario modeling and Excel’s full suite of calculations and formulas, you can see how changes to key drivers such as prime rates will impact margins and profitability.
Automate CCAR Regulatory Reporting
Create clear, compliant and fully auditable reports in record time by streamlining data gathering, approvals and submissions with our workflow and collaboration capabilities.
Experience a Banking Solution Without Boundaries
Start generating results in no time with a solution that grows with you and leverages the power and flexibility of Microsoft 365.
Share Actionable Insights Using Intelligent Dashboards
Spot trends, gain AI-powered insights and make data-driven decisions with intelligent dashboards for all your KPIs such as loan ratios, return on assets and sales per branch.
Natively Integrated with Excel and Microsoft 365
Get all the advanced functionality of Excel, without compromise, and bring your existing Excel models into Vena.
A Flexible and Extensible Solution that Adapts to Your Needs
Easily expand on your planning foundation with add-on solutions for workforce planning, capital asset planning and more.
Advanced Security Features
Protects your data with category-leading security and control access to data and templates with user permissions.
Optimize Your Balance Sheet With Our Asset Liability Management Solution
Plan and analyze earning assets and liabilities and take control of your balance sheet with our asset liability management (ALM) solution.
Plan and Project Cashflows
Project cashflows for all your lending and deposit products—at the customer instrument level—so you can gain a real-time view into interest income and margin projections.
Rate Management and Scenario Modeling
Quickly model scenarios and simulate different interest rate stress tests and immediately see the potential impact on liquidity, net interest margin (NIM) and Economic Value of Equity (EVE).
Dynamic Analytics and Insightful Reporting
Uncover insights with advanced analytics and accelerate implementation with pre-built reports for liquidity management, balance sheet by maturity categorization and more.
Flexible and Self-Sufficient Planning
Outsourcing ALM analytics is slow and rigid. With Vena, you can control your balance sheet, plan with agility manage all your planning and performance processes in one place.
Input
Leverage pre-configured business logic to facilitate all your budgeting, forecasting and planning processes.
Financial Modeling for Banks
Vena keeps your data connected across each new data model so you always have a complete view of business performance as you extend to new types of planning .
Banking Dashboards & Analytics
Our intelligent dashboards make it easy for you to share actionable insights and make data-driven decisions.
An Award-Winning Partner To Guide You on Your Path to Success
Connect Your Data and Plan With Confidence Using Vena CubeFLEX
By centralizing and automating the integration of all your key strategic financial data into Vena, you can gain a single source of truth and ensure accurate data from all relevant sources—setting up your stakeholders to make timely, data-driven business decisions without all the manual effort.
General Ledger (GL) / ERP Integration
Vena integrates with systems such as FISERV, Jack Henry, FIS, Microsoft Dynamics GP and SL, Oracle NetSuite, Quickbooks, Sage Intacct and more.
Asset Liability Management (ALM) and Funds Transfer Pricing (FTP) Integration
Automate the integration of financial and core banking/ALM and FTP data into a single, central data model for all your planning templates and reports.
HRIS and Payroll System Integration
Bring data from HRIS and payroll systems such as Paylocity, ADP, Ceridian, Paychex, Paycom and Ultipro into Vena to create a single source of truth.
Excel and CSV Files
Import your existing Excel, CSV and flat files from local systems or cloud storage applications such as Dropbox, OneDrive, SFTP and SharePoint.
Plan Faster With Pre-Built Templates and Banking Dashboards
Save time, improve data integrity and leverage pre-built formulas with our best practice templates—designed specifically for banks and credit unions.
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