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Complete Planning for Banking & Credit Unions
A Pre-Configured Solution to Grow and Scale With You
Plan with peace of mind with financial modeling built for banks
Most financial management solutions for banking aren’t built with your needs in mind. You need a planning platform that can keep up with the quickly changing market conditions so you can mitigate risk and maximize profitability. By combining the Vena Growth Engine with the familiar Excel interface, Vena for Banks and Credit Unions gives you the capabilities of a complete planning platform built to the specifications of your unique needs. It’s your ultimate planning foundation made up of templates, data models, connectors and business logic.
Avoid the deadline dash with streamlined bank workflows
With so many bank regulatory reporting requirements, it’s easy to get lost. Vena helps you schedule and map out all your regulatory reporting processes with our intuitive bank workflow builder. Whether you’re completing your SEC filings, CCAR reporting or DFAST submissions, our streamlined workflows allow you to assign tasks based on individual roles and security permissions so you can easily align all stakeholders. We’ll even send automatic email reminders to you and your contributors before the tasks are due, so you can avoid the mad dash at the end of the period.
Gain confidence in your numbers
Between ERP and GL, ALM, FTP and HRIS data, it can be impossible to find the numbers you need and keep everything in check. By integrating your data sources and automating your workflows, audits and processes, Vena ensures you are always working with the latest actuals. And Vena connects your financial models to a secure, centralized database so you can move with agility when it comes to changes in key drivers like prime rates. You can even use Vena’s what-if and scenario modeling capabilities to see the potential impact that changes in margin and profitability will have across your organization.
Tell a powerful story with your data using banking dashboards
Whether it’s AUM or NIM percentage versus Benchmark, Return on Assets, Return on Equity, sales per branch or others—how you deliver your data is what matters when it comes to driving performance and creating efficiencies. With Vena’s beautiful and responsive banking dashboards, you can share actionable insights to engage stakeholders and influence informed decision making throughout every stage of the planning cycle.
