NS Banking is using cookies

We use them to give you the best experience. If you continue using our website, we'll assume that you are happy to receive all cookies on this website.

ContinueLearn More X
Home » products » Revenue Modelling and Forecasting Analytics


Revenue Modelling and Forecasting Analytics

Key benefits

  • Provides CFO with 360° visibility of revenue, budgets and forecasts
  • Improve accuracy of forecasts by applying models to “live” data e.g. fees / rebates / commission schedules, market values, performance indices, fund flows etc
  • Reduce time and cost of production through automation
  • Monitor actual performance against forecasts / budgets
  • Support sales / pricing process by facilitating “what if” pricing models
  • Create full audit trail around models, forecasts and budgets

Key features

  • Fully integrated with EMPOWER BI module for Business Intelligence and reporting
  • Create forecasts using actual client and billing data for more accurate modelling and “what-if” projections
  • Calculate a formula-based on a rate of growth and create a variance report between forecasted
    and actual
  • Allows modelling to be performed against limitless categories. For example:
    – Product (Equity, Fixed Income, FX, Commodities, etc.)
    – Strategy (Growth, Value, Balance, etc.)
    – Geographic location (US, Europe, Asia)
    – Client Type (Institutional, Wealth, SMA, Retail)
  • Allows users to set and define many model inputs. For example:
    – Forecast window (how far ahead to project in months)
    – Growth / contraction assumptions on market value
    – Supports multi-currency
    – Cash flow assumptions (new clients, large inflows, large outflows, terminations)

Technology leadership

  • Browser–based
  • Open standards-based infrastructure
  • Integrated Business Intelligence and reporting
  • Scalable solution that will grow with your organisation’s account volumes
  • Enterprise ready for multi-site deployment
  • Seamlessly interfaces with record-keeping, custodial, accounting and general ledger systems
  • Integrates with any ODBC-compliant data access tool