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Planning in the Financial Services Industry: Technology and Best Practices for Profitability Management

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Executive Summary

When financial services organizations have the benefit of timely, reliable, and flexible plans, decision-makers can quickly analyze and forecast the impact of changes as they occur, strengthening the link between strategic objectives and operational plans. This white paper describes the enterprise planning process and suggests some helpful tools - including the IBM Cognos Corporate Banking Customer Segment Performance Blueprint - that can lead to improved budgeting, planning and forecasting.

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