EPM for the Banking Industry
Supporting banks in connecting treasury, risk, and finance through integrated EPM solutions that deliver profitability insight and regulatory confidence.
Banking performance is driven by balance sheet structure, interest rates, credit risk, liquidity, and capital. Planning must combine short-term performance management with long-term capital and liquidity stewardship.
Cloudmaven bridges treasury, ALM, risk, and finance into one coherent, driver-based EPM platform.
Advantages for the Banking Industry
Key Challenges
- Disconnect between treasury, risk, and finance models
- Net Interest Margin (NIM) sensitivity to rate scenarios
- Regulatory pressure from IFRS 9, Basel III/IV, ICAAP and ILAAP
- Heavy reliance on Excel for ALM, planning, and reporting
Our Approach
- Connecting treasury, risk, and finance perspectives
- Translating FTP, NII, ECL logic into structured EPM models
- Ensuring transparency across customer, product & channel profitability
- Solutions aligned with IFRS 9, Basel and regulatory reporting
Core KPIs
- Net Interest Income (NII)
- Net Interest Margin (NIM)
- Cost-to-Income Ratio (CIR)
- Capital Adequacy Ratio (CAR)
- Non-Performing Loan Ratio (NPL)
Let’s talk banking EPM. Connect treasury, risk, and finance into one trusted EPM platform.
Companies that already rely on our portfolio
Svenja Frankenberger
Head of Accounting, Qualifyze
Revenue recognition used to take an employee five working days.
With NetSuite, it is now 100% automated.
Richard Gausch
CFO, TEVEO GmbH
Cloudmaven supports us on our growth path. Teveo was launched in 2019 by two founders and has since grown to over 100 dedicated team members, with sales increasing from zero to over 50 million euros. We are delighted to be advised by Cloudmaven AG with their ERP and financial expertise.
Martin Hoffmann
former CFO and Co-CEO, ON
This tool is so valuable to us that its benefits can hardly be expressed in figures. It saves an enormous amount of time and energy and, in financial terms, represents precisely the freedom we want to give our employees in their day-to-day work.
Jan Christopher Stahl
CEO, TEVEO GmbH
We chose Cloudmaven AG because their reliable end-to-end solutions enable us to develop our company securely, precisely and scalably.
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