Strategic Planning for Banks - Anaplan Banking Solution Demo by Accelytics Consulting

Banking Challenges and Analytics Solutions
In this video, Mark Chisholm, Accelytics Finance Expert, discusses the challenges faced by banks in recent times, including supply chain disruptions due to COVID, rampant inflation, and the upcoming mortgage renewals in Canada. Needing a fast and agile approach to accounting and planning for these potential disruptions, Mark showcases a strategic planning solution in Anaplan to help banks with real time planning and analysis.
This demo covers several key dashboards and capabilities.
Dashboard Scenario Modeling for Bank Growth
Mark explains the process of creating and modifying growth scenarios on a dashboard, using it to model a P&L and balance sheet for a bank. Viewers learn how to create a new scenario, adjust assumptions for asset and liability growth, and apply these changes to see the impact on top-line growth numbers.
Banks have the ability to track overrides and adjustments, and to see the effects on key metrics such as net interest income, earnings per share growth, productivity leverage ratios, wholesale funding rates, and net stable funding ratios. Mark emphasizes the real-time modeling capability, which allows for immediate feedback on the impact of changes.
Real-Time Modeling for Banks With Anaplan
Mark discusses the importance of real-time modeling for banks to anticipate and mitigate challenges. He highlights how the strategic asset in Anaplan allows banks to quickly and accurately model the impact of changes such as regulatory constraints, alterations in leverage ratios, and adjustments in business lines, on their financials. Mark stresses the need to understand the immediate effects of changes to stay ahead of potential issues. He also demonstrates how the platform enables banks to compare different scenarios and assess their impacts on the balance sheet and P&L. Lastly, Mark mentions that the platform can facilitate sensitivity analysis on key ratios and scenarios.
Earnings Per Share Scenarios Discussed
Mark discusses the impact of different scenarios on the company's earnings per share. He models what tightening the funding ratio to 120% looks like to examine the effects on earnings per share under each scenario. He also models the impact of a 50 basis point interest rate increase and a 10% drop in the Canadian dollar. The discussion highlights the value of having this information readily available for modeling potential changes and their impacts.
Single Source Planning Truth for Banks in Turbulent Times
Lastly, Mark discusses the benefits of using a single source of planning truth for banks, particularly during times of turbulence. He highlights the ability of this system to quickly model various scenarios and pinpoint the best value investments. Mark demonstrates this point by using hypothetical investments of $100 million assets and $100 million liabilities across different product lines, showing how the system could provide key metrics for decision-making. Mark emphasizes the value of the system's ability to add new business lines and model out their financials based on assumptions. Mark concludes by asserting that this asset could help banks navigate their challenges and potentially mitigate their impact.
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[@sarthaksarode3982]

Hi Mark, Can you please help me understand exactly what the apply scenario and apply variance calculation actions do technically?