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Board > 实例探究 > 智能规划平台赋能安德银行
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Intelligent Planning across sales and finance at Andbank: A Case Study

适用行业
  • 金融与保险
适用功能
  • 销售与市场营销
用例
  • 智能包装
  • 库存管理
挑战
安银集团希望通过结合其财务规划、分析和销售流程来提高绩效,同时保留每个业务职能的独特逻辑和业务规则。
关于客户
安银集团在私人银行和综合财富管理领域拥有超过90年的经验。他们是银行和金融服务行业的参与者,收入超过 17 亿欧元。他们设有财务和销售部门,在 11 个国家/地区拥有 100 多名 Board 用户。
解决方案
安德银行选择了董事会智能规划平台,该平台可以满足从首席执行官到每位银行家的整个商业结构的所有 FP&A 和销售规划需求。
运营影响
  • The implementation of the Board Intelligent Planning Platform at Andbank resulted in a significant transformation of its management control department from a cost center to a business generation center. This indicates a shift in the role and value of the department within the organization. The platform also empowered the bank to manage the profitability of its products and customers with greater agility. This suggests an improvement in the bank's ability to respond to changes in the market and make strategic decisions regarding its products and customers. The solution provided a joined-up approach to FP&A and sales performance management, which likely led to improved coordination and efficiency across these functions.

数量效益
  • The bank operates in 11 countries, indicating a wide reach of the solution.

  • The company generates a revenue of over €17 billion, suggesting a significant impact of the solution on its financial performance.

  • More than 100 users of the Board Intelligent Planning Platform within the bank, indicating widespread adoption and use.

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