Corporate Performance & ESG November 13, 2026

Transforming banking FP&A with AI & scenario planning

Key Takeaways

  • Connect growth to profitability, liquidity, capital, and risk with integrated banking planning.
  • Improve forecasting and scenario modeling for interest rates, NII, pricing, and funding strategies.
  • Align FP&A, treasury, risk, and business planning through a unified data and planning framework.
  • Leverage AI-powered forecasting to evaluate growth scenarios and support profitable decision-making.
Watch the On-Demand Webinar

For banking CFOs, growth is rarely just about increasing volumes or revenue. Every decision around lending, pricing, funding, or portfolio growth can have implications for margin, liquidity, capital, risk, and profitability.

The challenge is seeing those implications early enough to act.

In this on-demand webinar, discover how a connected approach to planning can help banking finance teams bring these moving parts together, test different assumptions, and understand the financial impact of decisions before they are made.

Rather than spending valuable time reconciling spreadsheets and disconnected models, see how finance can create a common planning foundation across FP&A, treasury, risk, and the business, giving leadership a clearer view of where growth creates value and where constraints may emerge.

What you'll discover

Watch the session to explore how banking finance teams can:

  • Connect growth with its wider financial impact, including NII, profitability, liquidity, capital and risk.
  • Respond faster to changing conditions by modelling shifts in interest rates, volumes, pricing, funding strategies and other key assumptions.
  • Strengthen forecasting and planning using common data, governed assumptions and driver-based models.
  • Understand what is driving performance, from portfolio and product movements to pricing, margins and funding costs.
  • Bring FP&A, treasury, risk and business planning closer together around a consistent view of assumptions and outcomes.
  • Use AI alongside finance expertise to support forecasting while retaining visibility into the drivers behind predictions.
  • Spend less time reconciling numbers and more time evaluating decisions that can support sustainable, profitable growth.

From “What happened?” to “What should we do next?”

The webinar includes a practical banking planning demonstration showing how changes to key assumptions can flow through the financial plan.

See, for example, how a change in interest rates can be modelled to understand its potential impact on net interest income, capital ratios, profitability and overall financial performance, helping finance leaders compare scenarios before committing to a course of action

For banking CFOs and finance leaders, that means a planning process that does more than produce a forecast. It can help turn finance into a clearer lens for evaluating where to grow, how to grow, and what that growth could mean for the bank's wider financial position.

Ready to explore a more connected approach to banking growth?

Access the on-demand session and see how banking finance teams can move from fragmented planning to faster, more informed decision-making.

Fill out the form to watch the webinar

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