FP&A Software for Banking and Financial Services

FP&A planning for banking and financial services

Banks and financial institutions need agile FP&A planning to manage risk, compliance, and profitability in a changing market.

Banking
revenue forecast software

Driver-based planning for interest income

Create plans using rates, balances, averages, and margins to track gross income by region, branch or product group.

Flexible planning by division or function

Organize your plan by division, geography, or any way that your business tracks performance.

Actual versus plan monitoring

Quickly spot variances between actuals and plan, monitoring the top line of your business or drilling down to business unit details.

Solutions we provide

Planning, Budgeting & Forecasting

Planning, Budgeting & Forecasting

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Dashboards Scorecards

Dashboards & Scorecards

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Reporting analysis

Reporting & Analysis

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Workforce Planning

Workforce Planning

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Expense Planning

Expense Planning

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Revenue Planning

Revenue Planning

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Nuevo Banco de Entre Rios

Customer Spotlight

Nuevo Banco de Entre Ríos S.A. provides Internet and home banking, personal loans, credit cards, and family insurance products and services.

With Kepion’s Sales Forecasting Software, Nuevo Banco de Entre Rios is able to align all products and services with sales forecasts and include expenses for complete profitability analysis.

Frequently Asked Questions

FP&A software for banking helps financial institutions plan, forecast, and analyze revenue, expenses, and profitability while managing risk and regulatory requirements.

Kepion enables banks to model interest income using rates, balances, and margins, monitor actuals versus plan, and analyze performance by branch, product, or region.

FP&A software is used by finance teams, FP&A leaders, and executives in banks who need accurate forecasts, profitability analysis, and enterprise-wide visibility.

FP&A software helps banks manage risk and profitability by enabling scenario modeling, variance analysis, and real-time insights into revenue and expense drivers.

Unlike spreadsheet-based or siloed tools, Kepion provides a unified platform that integrates planning, reporting, and analysis across finance, workforce, and revenue planning.

Yes. Kepion allows banks to plan and analyze performance by division, branch, product group, or geography to reflect how financial institutions operate.