Financial Services

• Case Studies
  • Business Intelligence/Data Warehousing Rationalization for a Fortune 500 Tobacco CompanyCase study on Rolta TUSC creating a roadmap to consolidate high priority BI/DW platforms to support critical Enterprise level information using rBix.
  • Hyperion Financial Management & Planning for Large Natural Resources Mining CompanyCase study on Rolta TUSC delivering an integrated Planning and Financial Management System for multiple operating divisions into a single set of processes using Oracle Hyperion Financial Management and Planning Suite combined with the Hyperion Financial Data Quality Management tool.
  • Financial Management Strategy & Implementation for a Large BankCase study on Rolta TUSC implementing a Financial Management Strategy required to support greater financial insight and transparency using Oracle's Hyperion Planning solution suite.
  • Hyperion Upgrade from 7.X to System 9 Or 11 for a Top 10 US BankCase study on Rolta TUSC performing an upgrade from Hyperion version 7 environment to Oracle Hyperion System 9 and 11.
  • Financial Process Improvement Strategy Roadmap & Implementation for a Super Regional US BankCase study on Rolta TUSC designing and reengineering business processes and systems, developing a roadmap for the implementation, and implementing the process and system changes for a Super Regional US Bank.
• Insights Library
  • EPM OverviewMarketing Sheet describing EPM
  • Forecasting In The Banking Sector:
    How a Driver-Based Planning System Will Add Value in Volatile Times
    
    Webinar - The current economic environment is constraining all types of investments, so why would a bank want to implement a driver-based planning system now? Quite simply, you may not be able to afford not to. The pace of change is accelerating, and banks must have nimble planning systems that can leverage the insight of all stakeholders in the organization while holding them accountable. Driver-based systems that highlight changes due to management decisions vs. movement in the economic environment are not only useful tools when faced with so much uncertainty, they are critical. This briefing will provide an overview of driver-based planning, demonstrate why it is so relevant in volatile times, explore lessons learned during implementations, and discuss best practices for integrating planning into management processes.
  • Forecasting In The Banking Sector:
    How a Driver-Based Planning System Will Add Value in Volatile Times
    
    White paper accompanying webinar
  • Transform your Forecasting Models to Improve Business Performance
    Webinar - CFO's at leading companies are radically rethinking the forecast process in order to gain a real marketplace competitive advantage. In this time of inherent uncertainty, progressive modeling techniques and practices can add measurable value to your business processes by incorporating risk and flexibility in your forecast process.
  • Transform your Forecasting Models to Improve Business Performance
    White paper accompanying webinar
• Events
  • BAI Retail Delivery Conference (Boston)Nov 4-6, 2010
    
    Recognized thought-leaders are gathering from around the world, from both inside and outside retail banking. They're 21st century innovators, known for creating tremendous value with winning strategies. Their focus: collaborating with you to lay the foundation for the new reality.

Overview

The current environment in the financial services industry is perhaps the most challenging ever. The recent financial crisis is requiring drastic changes to how business is conducted. Companies are being forced to examine all aspects of their business and challenge the beliefs of the past. The practices of yesterday are becoming obsolete as the industry deals with new regulatory pressures, shrinking markets and increased competition. The pressures on performance and profitability have never been greater.

At Rolta our Financial Services practice is built on a solid foundation of experienced industry consultants. Our consultants are career industry veterans. These resources deliver industry specific solutions that provide the insight that address the challenges of today.

Offerings

Banking Driver Based Planning - The Rolta solution has been developed specifically to address the planning challenges for financial services. Its planning models are designed for projecting the financial impact of changes in different types of instruments and fees at a granular level.

Driver based planning in financial services can enhance the transparency in a company's financial plan and gain the insights needed to take action toward achieving results. Driver based planning links valuable operational information, both historical and projected, to its impact on financial results by planning for what the bank does, not it's expected general ledger balances. It looks at the key components of a bank's business such as new business, maturing business, margins and FTP in determining future earnings.