Banking & Financial Services
Transform planning with integrated, data-driven decision making
- connected planning
Build agility and performance across FP&A, operations and governance
The banking and financial services sector is operating under growing complexity. Rising capital requirements, regulatory scrutiny, customer expectations, and margin pressure are reshaping how decisions are made. To respond effectively, planning needs to be connected, reliable, transparent, and aligned to strategic objectives.
Retail & Business Banking: High Level Planning Processes
Zooss helps banks modernise planning across Finance, Risk, Treasury, Product and Operations - creating a planning environment that is scalable, governed, and built for continuous change.
There are four interconnected planning domains in banking and financial services organisations:
PRODUCT TEAM PLANNING
Sales Target Setting
Lending Volume Forecast
Deposit Volume Forecast
Credit Loss Provision Planning
Net Interest Margin
TREASURY & FUNDING TEAM PLANNING
Securitisation
Treasury/Wholesale Funding Requirements
Capital Planning & Funding Allocation
Liquidity Planning
Macroeconomic Assumptions
Funding Costs
EXPENSE PLANNING
Project & Initiative Planning
Workforce Planning
Property, IT & Other Opex Planning
Total Expenses
Expense Allocation to Products
CONSOLIDATED REPORTING
P&L forecast
Balance sheet forecast
Common challenges we solve for financial services customers
Banks and financial services organisations come to Zooss when they face challenges such as:
- Too much manual effort in reporting, forecasting and regulatory submissions
- Siloed planning across Finance, Risk, Treasury and Product teams
- Difficulty modelling scenarios quickly and accurately
- Complex product and account hierarchies that make reporting slow and inconsistent
These challenges slow decision-making and increase operational risk. We help organisations bring clarity, governance and confidence back into planning.
- how zooss helps
We design and implement planning solutions that connect data, models and workflows across the business
Our capabilities include:
- FP&A: budgeting, forecasting, rolling planning, profitability modelling
- Regulatory & Financial Reporting: automated, auditable reporting processes
- Risk & Capital Planning: scenario modelling, stress testing and liquidity planning
- Product & Portfolio Planning: pricing, margin and lifecycle analytics
Benefits we deliver:
- Reduced manual work and reporting effort
- Faster, scenario-based decision making
- Consistent, governed data across planning and reporting
- Clear auditability and traceability
- Greater alignment between Finance, Risk and the business
- why banks choose zooss
Our mission is to enable better business planning and reporting
- Deep experience in Australian financial services sector: from major banks to institutional lenders
- Strong data and architecture capability: we fix the data layer, not just the model
- Proven approach to change and adoption: we build capability, not dependency
- Global reach through GAIN: access to more than 300 connected planning specialists worldwide
Local experience, global reach
“For our customers, our worldwide network GAIN opens up access to each partner’s deep regional knowledge, industry specialisation, and best-in-class Anaplan expertise – ensuring smooth, consistent implementation to businesses operating across multiple regions.”
Steve Bows
Managing Director, Zooss Consulting
Uniting people, data, and decisions
The next competitive advantage in banking will come from planning transformation – bringing people, data, and decisions together across finance, risk, and operations.
Zooss helps financial institutions achieve that transformation by connecting financial performance to purpose, and growth to governance – creating clarity, trust, and agility in every planning process.