Planning that works as hard as you do.

Financial & Professional Services Planning Consultants

We know how quickly the financial sector can change, from regulations, to outsourcing, to big data and AI entering the chat, it’s a wonder how any insights can actually be made. We help you build financial models that are designed to change, so you can have organised data and get actionable insights, quickly.

Get Insights How we consult

Common issues

From forecasting challenges, to resource allocation and complex financial reporting, we know the issues that financial planners come up against.

Revenue and Cost Forecasting

Unpredictable revenue streams, from fees, commissions, or project-based income, alongside fluctuating costs can make it difficult to do your job properly. Whether its building reliable forecasts, planning for growth or spotting risks early on. Without accurate forecasting, it leaves you unprepared for market shifts or operational expenses, which sucks.

Resource Allocation for Billable Hours

Making sure you meet the demands of clients, while not over or under working your team can be a real challenge. Without accurate data on your team’s availability and workload, you can end up harming profitability and employee morale.

Complex Financial Reporting

With a regulated sector like finances and professional services, reporting has to be exacting and transparent. But, with multi-location operations, complex project-based accounting, and compliance, firms can end up with time consuming manual processes and the errors that come with that.

How we fix them

Revenue and Cost Forecasting

Using IBM Planning Analytics, we help you build revenue and cost models with intricate detail to adapt to fluctuating demands. With real time insights, historical data, and market trends, we enable you to predict revenue streams, keep an eye on costs, and maintain profitability across the business.

Resource Allocation for Billable Hours

We build you a way to match your team’s availability with project needs, track billable hours, and find gaps before they cause problems. With IBM Planning Analytics, we can help you balance workloads, have a happier team and maximise your revenue.

Complex Financial Reporting

IBM Planning Analytics can integrate with your existing systems, meaning that we can help you automate complex reporting processes. By automating your reporting, you can reduce manual effort, ensure compliance and have real time insights that mean you can make better decisions.