Fixed-income Capital Markets Firm

Challenge

  • Legacy finance systems were outdated
  • Heavy reliance on spreadsheets for modelling
  • Manual processes were cumbersome

Solution

  • Oracle EPM Cloud
    • Planning
    • Profitability and Cost Management
    • Financial Consolidation and Close
  • Oracle ERP Cloud

Benefits

  • Efficient forecasting with transparency into details
  • Better visibility and accuracy due to single, integrated platform for long-range financial, workforce, project, and capex planning, as well as reporting
  • Single metadata across GL and planning system eliminates confusion and reduces maintenance requirements

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