Financial Services

CONVENDIA offers multiple solutions for people in the Financial Services industry.

Any part of the firm with a sales pipeline would find CONVENDIA Revenue Modeller useful. It could be a bank or brokerage firm with an IPO or corporate finance pipeline, an insurance firm with a pipeline for insurance sales, or a financial company arranging mortgages - there are almost endless applications.

CONVENDIA would equally be useful to a large or small bank managing major projects such as an IT build or a regulatory programme where there is a clear plan but it is vital to track deviations from that plan and reasons.

While there are widely used software packages such as Microsoft Project for managing projects, CONVENDIA supplement this resource planning with very good projected financial information, and highlights the variances with predefined tolerance thresholds and explanations.

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Contact us to learn more about how Revenue Modeller can help you

Like to learn more about how we can help ...provide CxO's accurate financials at the touch of a button| ...provide full cash and revenue implications of changes to deals in your sales pipeline | ...lift corporate financial fog to enable better strategic decisions | …provide fully automated cashflow and revenue forecasting | …reduce manual risk and operational inefficiency in consolidating data | achieve transparency of financial information to key stakeholders | …spend less time on revenue forecasting data in spreadsheets | …provide accurate, real time revenue financials at the touch of a button| ...speak a common language on sales and cash through your organisation | ...improve visibility of achieving sales targets of the sales pipeline | ...make your meetings on revenue shorter and more focused | project change management impacts on corporate financials | ...value your project revenue streams | …model internal and external environment factors to predict the future