Digital solutions for Wealth Management finance and other central functions.
Our aim is to help Finance leaders modernise and empower the wealth management finance function using IBM Planning Analytics as both a reporting tool and for budgeting & forecasting. As backed up by proven success, we believe that Planning Analytics is ideal for the industry’s specific reporting requirements given its ability to store and structure large data sets.
Whether you engage us for consultancy or to implement our solution accelerators, our combination of subject matter expertise and industry leading Performance Management software should shorten delivery timelines and increase chances of success.
We recognise that finance transformation is much more than automation or new system implementation. We position ourselves as having the skills and toolset to provide the systems side of the change, allowing the client’s internal effort to focus on the operating model and people side of the transition.
We have pre-built code on items such as AUM attribution, client aggregation, AUM/ headcount driven budgeting etc that can either be implemented directly or used in part to deliver a bespoke solution. In either case, the application build requirements are significantly reduced allowing for much shorter overall timeframes.
Our solution accelerators, whether ultimately used or not, do allow an upfront view of what the solution end-state could look like.
We combine the talents of qualified accountants and experienced developers. Everyone has recent, relevant experience in delivering finance change within the wealth management industry. Our success is based on understanding the industry, your business and reporting requirements and delivering a fit for purpose solution.
Meet the leadership team
David has been key in the design of FinanceBI’s Wealth Management modules and is perfectly placed to understand your individual reporting requirements and unique data challenges. As a finance change professional, David provides the link between the finance team and FinanceBI’s development team providing expert advice to both the project team and clients.
David qualified as a chartered accountant with KPMG before embarking on a finance change career with Brewin Dolphin, RBS & ABN Amro.LinkedIn Profile
Paul has 20 years experience delivering IT finance, analytics, reporting and planning solutions as a certified, senior IBM Cognos TM1 and IBM Planning Analytics Consultant. With most recent experience at Brewin Dolphin, ICBC Standard Bank and Barclays, Paul can draw upon years of knowledge of financial services delivery.
Paul’s technical experience, vision and agile approach has guided each project and converted client and industry requirements into cutting edge software solutions.LinkedIn Profile