{"id":6745,"date":"2024-11-07T03:47:47","date_gmt":"2024-11-07T03:47:47","guid":{"rendered":"https:\/\/www.board.com\/?page_id=6745"},"modified":"2025-06-17T15:49:53","modified_gmt":"2025-06-17T15:49:53","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/www.board.com\/financial-services","title":{"rendered":"Financial Services"},"content":{"rendered":"\t<section id=\"block_d1c1f0d5bb9dbf6309d80285c0597582-\" class=\"block block--spc columns-block block-hero-bubble grid grid--2\">\n\t\t<div class=\"breadcrumb-bar bg-brand-pearl\">\n\t\t\t<div class=\"container\">\n\t\t\t\t\t\t\t\t\t\t<ul class=\"d-flex flex-wrap list-unstyled mb-0 breadcrumbs\">\n\t\t\t\t\t\t\t<li class=\"mb-0 d-flex\"><span><span><a href=\"https:\/\/www.board.com\/\">Home<\/a><\/span><\/span><\/li>\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"container\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div class=\"column-content d-flex align-items-center\">\n\t\t<div class=\"hero-grad-left\">\n\t\t\t<div class=\"hero-grad-copy\">\n\t\t\t\t\t\t\t\t\n\n<h1 class=\"wp-block-heading\">The ultimate financial services planning solution.<\/h1>\n\n\n\n<p>Unify back, middle, and front office planning processes for institution-wide collaboration, real-time analytics, and &#8216;what-if&#8217; scenario modeling. Boost profitability and strengthen your balance sheet\u2014all while adhering to consumer duty.<\/p>\n\n\n\t<div class=\"hero-grad-nav\">\n\t\t\n\t\t<a href=\"https:\/\/www.board.com\/watch-demo\/\" class=\"btn-link btn-link--primary\"  target=\"\"\t\t\t\t\t\t>\n\t\t\t<span>Watch demo<\/span>\n\t\t<\/a>\n\t\n\n\t\t<a aria-label=\"Talk to an expert\" href=\"https:\/\/www.board.com\/request-demo\" class=\"full-link full-link__arrow\"  target=\"\"><\/a>\n\n\t\t<a href=\"https:\/\/www.board.com\/request-demo\" class=\"btn-link btn-link--primary btn-link--arrow\"  target=\"\"\t\t\t>\n\t\t\t<span>Talk to an expert<\/span>\n\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t<\/a>\n\t\n\n\t<\/div>\n\n\n\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\t<div class=\"column-content text-start align-self-start\">\n\t\t<div class=\"hero-grad-right\">\n\t\t\n\t\t\t\t\t<img decoding=\"async\" class=\"hero-bubbles-bg hero-bubbles-bg--small\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/bubbles--small.svg\" alt=\"\" \/>\n\t\t\n\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t<img decoding=\"async\" class=\"hero-bubbles-feature shadow-1\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/03\/financial-services-hero-768x432.png\" alt=\"\" \/>\n\t\t\t\n\n\t\t<\/div>\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\t\n\n\t<section id=\"block_812fa625ba5d5f7a5f6404d8e527b067-1\" class=\"block block--spc columns-block block-customer-taxonomy-feed grid grid--5 pt-0\">\n\t\t<div class=\"container\">\n\t\t\t\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<article class=\"card customer--taxonomy\">\n\t\t\t\t\t\t\t\t<div class=\"customer-taxonomy-img\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" class=\"\" style=\"width: 188px; height: auto\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/nationwide_building_society_logo_2023-1-768x103.png\" alt=\"\" \/>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/article>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<article class=\"card customer--taxonomy\">\n\t\t\t\t\t\t\t\t<div class=\"customer-taxonomy-img\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" class=\"\" style=\"width: 175px; height: auto\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/400x300_teaser-customer_capitec_0-1.png\" alt=\"\" \/>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/article>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<article class=\"card customer--taxonomy\">\n\t\t\t\t\t\t\t\t<div class=\"customer-taxonomy-img\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" class=\"\" style=\"width: 170px; height: auto\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/ANIMA-400x300_0-6.jpg\" alt=\"\" \/>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/article>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<article class=\"card customer--taxonomy\">\n\t\t\t\t\t\t\t\t<div class=\"customer-taxonomy-img\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" class=\"\" style=\"width: 95px; height: auto\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/banca-sella_logo-6.png\" alt=\"\" \/>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/article>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\t\n\n\t\t<section id=\"block_41ff491fa18661ea30f2a0ac702312ee-2\" class=\"block block--spc columns-block stats-cards grid grid--3 columns bg-has-gradient bg-primary-gradient-01\">\n\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/10\/bubble.svg\" class=\"shape-bg-image shape-bg-image-right\" alt=\"Background image shape - right\" height=\"510\" width=\"930\">\n\t\n\t\t\t<div class=\"container position-relative\">\n\t\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\t\t\n\t<article class=\"card card--stats\">\n\t\t<div class=\"card-body\">\n\t\t\t\n\n<h2 class=\"wp-block-heading card-title card-title--num display-2\">91%<\/h2>\n\n\n\n<p class=\"card-title visual-h5 mb-0 has-visual-h-6-font-size\">finance efficiency<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t<article class=\"card card--stats\">\n\t\t<div class=\"card-body\">\n\t\t\t\n\n<h2 class=\"wp-block-heading card-title card-title--num display-2\">90%<\/h2>\n\n\n\n<p class=\"card-title visual-h5 mb-0 has-visual-h-6-font-size\">reduction in EUC-based data entry<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t<article class=\"card card--stats\">\n\t\t<div class=\"card-body\">\n\t\t\t\n\n<h2 class=\"wp-block-heading card-title card-title--num display-2\">75%<\/h2>\n\n\n\n<p class=\"card-title visual-h5 mb-0 has-visual-h-6-font-size\">reduction in planning time<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\n\n\t<section id=\"block_a75c56c6d8d51e400b06d51ca118f697-3\" class=\"block block--spc columns-block pb-0 \">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div id=\"block_c9e8a485c59385c1aec066960965c6a5\" class=\"column-content   text-start align-self-start column-narrow column-narrow-extra\">\n\t\t\n\n<h3 class=\"wp-block-heading has-visual-h-1-font-size\">Financial and operational planning in one platform.<\/h3>\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_4d97ec927a0c9400d7b78d75d02eb8c8-4\" class=\"block block--spc columns-block columns-grid grid grid--3 columns\">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<article class=\"card card--column\">\n\t\t\t\t\t<div class=\"ratio ratio-1x1\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/margin_icon.svg\" alt=\"\" loading=\"lazy\">\n\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t\n\n<h4 class=\"wp-block-heading card-title display-6 has-visual-h-6-font-size\">Dynamic what-if scenario planning<\/h4>\n\n\n\n<p class=\"card-text\">Navigate organizational complexities and regulatory constraints with confidence. Re-assess priorities with greater agility.&nbsp;<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t<article class=\"card card--column\">\n\t\t\t\t\t<div class=\"ratio ratio-1x1\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/capital_allocation.svg\" alt=\"\" loading=\"lazy\">\n\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t\n\n<h4 class=\"wp-block-heading card-title display-6 has-visual-h-6-font-size\">Real-time single source of truth<\/h4>\n\n\n\n<p class=\"card-text\">Bring automation to your planning and performance management processes and increase alignment and data reliability.&nbsp;<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t<article class=\"card card--column\">\n\t\t\t\t\t<div class=\"ratio ratio-1x1\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/timing_icon.svg\" alt=\"\" loading=\"lazy\">\n\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t\n\n<h4 class=\"wp-block-heading card-title display-6 has-visual-h-6-font-size\">Integrated planning<\/h4>\n\n\n\n<p class=\"card-text\">Take an enterprise-approach and integrate planning not only across finance, risk, and treasury but also at a strategic, group, and local level.&nbsp;<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\n\t<section id=\"block_ef67118d3591df24603426e6896a9575-6\" class=\"block block--spc columns-block bg-blue-200 \">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div id=\"block_358b958332627ed3728913a504670206\" class=\"column-content   text-start align-self-start\">\n\t\t\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/nationwide_newlogo.svg\" alt=\"\" class=\"wp-image-6749\" style=\"width:208px;height:auto\"\/><\/figure>\n\n\n\t<section class=\"pt-0 block block--spc columns-block wp-block-acf-testimonial-single\" id=\"block_9dbc16354837273b27d5ca10639d3010\"\t\tclass=\"\">\n\n\t\t\t\t\t<article class=\"card card--testimonial\">\n\t\t\t\t\n\t\t\t\t<div class=\"testimonial-quote\">\n\t\t\t\t\t<div class=\"testimonial-quote__wrap\">\n\t\t\t\t\t\t<p>&quot;The Board team has been fantastic and great to work with. There\u2019s an all-hands-on-deck feeling working together toward a common goal\u2014which is important\u2014and we\u2019re really pleased with where we are today.\u201d<\/p>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"testimonial-info-bottom\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"testimonial-data\">\n\t\t\t\t\t\t\t\t\t\t<h3 class=\"testimonial-name\">Andy Lomas<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"testimonial-job-info\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"testimonial-role\">Product Owner: Planning, Budgeting &amp; Forecasting<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/article>\n\t\t\t<\/section>\n\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_07b09de72c6d8c088a8736dc41018b86-7\" class=\"block block--spc columns-block pb-0 bg-shade-50 \">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div id=\"block_057307d1fc7d65f63fbdd9e9bb941c23\" class=\"column-content   text-start align-self-start column-narrow\">\n\t\t\n\n<h3 class=\"wp-block-heading has-visual-h-1-font-size\">A wide range of solutions supporting financial services.<\/h3>\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t\t<section id=\"block_25cdf5dc215c5466bc41c4d2156a2d0f-8\" class=\"block block--spc columns-block grid grid--2 columns bg-shade-50\">\n\t\t\t<div class=\"container position-relative\">\n\t\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\t\t\n\t<article class=\"card card--alt2\">\n\t\t\t\t\t<div class=\"card-image-wrapper\">\n\t\t\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/board_financial_planning-480x219.png\" alt=\"\" loading=\"lazy\">\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t\n\n<p class=\"card-subheading\"><strong>FINANCIAL PLANNING<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading card-title visual-h3 has-visual-h-6-font-size\">Futureproof your FP&amp;A.<\/h4>\n\n\n\n<p class=\"card-text\">Integrate P&amp;L and balance sheet planning including NII, NIM, costs, and FTP to drive visibility and accuracy across the organization. Save time by automating repetitive processes while enhancing visibility, accuracy, and collaboration.<\/p>\n\n\n\t\t<a aria-label=\"Explore the solution\" href=\"https:\/\/www.board.com\/finance\/\" class=\"full-link full-link__icon\"  target=\"\"><\/a>\n\n\t\t<a href=\"https:\/\/www.board.com\/finance\/\" class=\"btn-link btn-link--primary btn-link--icon\"  target=\"\"\t\t\t>\n\t\t\t<span>Explore the solution<\/span>\n\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t<\/a>\n\t\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t<article class=\"card card--alt2\">\n\t\t\t\t\t<div class=\"card-image-wrapper\">\n\t\t\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/board_regulatory_reporting-480x220.png\" alt=\"\" loading=\"lazy\">\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t\n\n<p class=\"card-subheading\"><strong>REGULATORY PLANNING<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading card-title visual-h3 has-visual-h-6-font-size\">Build the process to get it right.<\/h4>\n\n\n\n<p class=\"card-text\">Model and evaluate plans to support regulatory compliance, including recovery plan (RRP) and capital plan (ICAAP). Enables users to scenario plan and oversee management actions on key financial rations and KPIs. Set drivers to see the impact on capital and liquidity positions.&nbsp;<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t<article class=\"card card--alt2\">\n\t\t\t\t\t<div class=\"card-image-wrapper\">\n\t\t\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/board_scenario_modeling-1-480x213.png\" alt=\"\" loading=\"lazy\">\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t\n\n<p class=\"card-subheading\"><strong>SCENARIO MODELING<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading card-title visual-h3 has-visual-h-6-font-size\">Mitigate risks and control outcomes.<\/h4>\n\n\n\n<p class=\"card-text\">Model the impact of current scenarios and quantify the impact on your income statement and balance sheet and cash-flow. Model the impact of different scenarios on their businesses in the short, medium, and long term.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t<article class=\"card card--alt2\">\n\t\t\t\t\t<div class=\"card-image-wrapper\">\n\t\t\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/board_hr_cost_center_review-1-480x203.png\" alt=\"\" loading=\"lazy\">\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t\n\n<p class=\"card-subheading\"><strong>WORKFORCE PLANNING<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading card-title visual-h3 has-visual-h-6-font-size\">Optimise your human resources.<\/h4>\n\n\n\n<p class=\"card-text\">Enable a workforce right-sizing strategy for branches ensuring staff onsite can efficiently serve customers to meet your high standards. Evaluate, track, and report on staff skills, experience, and performance to identify and retain high performers.&nbsp;<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\n\n\t<section id=\"block_386109896202d9f20373d2802bb1f9f1-9\" class=\"block block--spc columns-block block-title-template pb-0 block-margin-top block-title-page\">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t<div class=\"column-content text-start align-self-start\">\n\t\t\t\t\t\t\t\t\t\t\n\n<h2 class=\"wp-block-heading visual-h2\">Don&#8217;t just take our word for it.<\/h2>\n\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_a71e5ffb7ffb80841e0284a89a7f9d07-10\" class=\"block block--spc columns-block\">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div id=\"block_358b958332627ed3728913a504670206\" class=\"column-content   text-start align-self-start\">\n\t\t\n\t<ul class=\"list-unstyled list-with-ticks\">\n\t\t\n\t<li class=\"green\">\n\t\t\t\t\t<span class=\"ico icon-check\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\n\n<p>Leader in the 2024 Gartner\u00ae Magic Quadrant\u2122 for Financial Planning<\/p>\n\n\n\t<\/li>\n\t\n\n\t<li class=\"green\">\n\t\t\t\t\t<span class=\"ico icon-check\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\n\n<p>Among the top three vendors in the 2023 Gartner\u00ae Critical Capabilities for Financial Planning software<\/p>\n\n\n\t<\/li>\n\t\n\n\t<li class=\"green\">\n\t\t\t\t\t<span class=\"ico icon-check\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\n\n<p>Leader in the Nucleus CPM Technology Value Matrix 2023<\/p>\n\n\n\t<\/li>\n\t\n\n\t<\/ul>\n\t\n\n\t<\/div>\n\n\n\t<div id=\"block_358b958332627ed3728913a504670206\" class=\"column-content   text-start align-self-start\">\n\t\t\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1292\" height=\"380\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/06\/Financial-Services-Accreditations-2025.png\" alt=\"\" class=\"wp-image-91458\" style=\"width:406px;height:auto\" srcset=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/06\/Financial-Services-Accreditations-2025.png 1292w, https:\/\/www.board.com\/wp-content\/uploads\/2025\/06\/Financial-Services-Accreditations-2025-768x226.png 768w, https:\/\/www.board.com\/wp-content\/uploads\/2025\/06\/Financial-Services-Accreditations-2025-480x141.png 480w, https:\/\/www.board.com\/wp-content\/uploads\/2025\/06\/Financial-Services-Accreditations-2025-215x63.png 215w, https:\/\/www.board.com\/wp-content\/uploads\/2025\/06\/Financial-Services-Accreditations-2025-572x168.png 572w\" sizes=\"auto, (max-width: 1292px) 100vw, 1292px\" \/><\/figure>\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_2b41b95c98ba8ca00bd3b1551fb636a2-11\" class=\"block block--spc columns-block image-text bg-light-blue-50\">\n\n\t\t\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div class=\"column-content \">\n\t\t\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"716\" height=\"750\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/board-built-for-success.png\" alt=\"\" class=\"wp-image-708\" style=\"width:470px;height:auto\" srcset=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/board-built-for-success.png 716w, https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/board-built-for-success-194x203.png 194w, https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/board-built-for-success-458x480.png 458w\" sizes=\"auto, (max-width: 716px) 100vw, 716px\" \/><\/figure>\n\n\t\n\t<\/div>\n\t\n\n\t<div class=\"column-content \">\n\t\t\n\n<h2 class=\"wp-block-heading\">Built for success.<\/h2>\n\n\n\n<p>Solutions are built on the Board Enterprise Planning Platform. It delivers:<\/p>\n\n\n\t<ul class=\"list-unstyled list-with-ticks\">\n\t\t\n\t<li class=\"green\">\n\t\t\t\t\t<span class=\"ico icon-check\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\n\n<p>The flexibility to adapt at the pace of market change.<\/p>\n\n\n\t<\/li>\n\t\n\n\t<li class=\"green\">\n\t\t\t\t\t<span class=\"ico icon-check\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\n\n<p>The performance of a powerful planning machine that analyzes at scale.<\/p>\n\n\n\t<\/li>\n\t\n\n\t<li class=\"green\">\n\t\t\t\t\t<span class=\"ico icon-check\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\n\n<p>The scalability to incorporate new drivers in a user-friendly application.<\/p>\n\n\n\t<\/li>\n\t\n\n\t<\/ul>\n\t\n\n\t\t<a aria-label=\"Explore the platform\" href=\"https:\/\/www.board.com\/en\/product\" class=\"full-link full-link__icon\"  target=\"\"><\/a>\n\n\t\t<a href=\"https:\/\/www.board.com\/en\/product\" class=\"btn-link btn-link--primary btn-link--icon\"  target=\"\"\t\t\t>\n\t\t\t<span>Explore the platform<\/span>\n\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t<\/a>\n\t\n\t\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_a75c56c6d8d51e400b06d51ca118f697-12\" class=\"block block--spc columns-block pb-0 \">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div id=\"block_358b958332627ed3728913a504670206\" class=\"column-content   text-start align-self-start\">\n\t\t\n\n<h3 class=\"wp-block-heading has-visual-h-1-font-size\">Resources to stay ahead.<\/h3>\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_f2db865d64a0d38d7c4d698c2eb73381-13\" class=\"block block--spc events-webinar-feed columns-block grid grid--3 spacing-md \">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t<article class=\"card card--event\">\n\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/1280x800_thumbnail_webinar_with-UK-Finance-and-HSBC-768x480.jpg\" alt=\"\" loading=\"lazy\">\n\t\t\t\t\t<\/div>\n\t\t<div class=\"card-body\">\n\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.board.com\/events-webinars\" class=\"card-cat btn-link btn-link--primary\">On-demand webinar<\/a>\n\t\t\t\n\t\t\t<h2 class=\"card-title\">The Evolution of Constraint Based Planning at HSBC<\/h2>\n\n\t\t\t\t\t\t\t<div class=\"card-event-date\">\n\t\t\t\t\t\t\t\t\t\t\t<strong>English<\/strong>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.board.com\/events-webinars\/evolution-constraint-based-planning-hsbc\" class=\"btn-link btn-link--primary btn-link--arrow\">\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/icons\/play.svg\" alt=\"\" height=\"22\" width=\"22\">\n\t\t\t\t\t<span>Watch on-demand webinar<\/span>\n\t\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n\t<\/article>\n\t<article class=\"card card--event\">\n\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/1280x800_thumbnail_webinar-with-KPMG-and-UK-Finance-768x480.jpg\" alt=\"\" loading=\"lazy\">\n\t\t\t\t\t<\/div>\n\t\t<div class=\"card-body\">\n\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.board.com\/events-webinars\" class=\"card-cat btn-link btn-link--primary\">On-demand webinar<\/a>\n\t\t\t\n\t\t\t<h2 class=\"card-title\">Best Practice Mortgage Scenario Modelling<\/h2>\n\n\t\t\t\t\t\t\t<div class=\"card-event-date\">\n\t\t\t\t\t\t\t\t\t\t\t<strong>English<\/strong>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.board.com\/events-webinars\/best-practice-mortgage-scenario-modelling\" class=\"btn-link btn-link--primary btn-link--arrow\">\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/icons\/play.svg\" alt=\"\" height=\"22\" width=\"22\">\n\t\t\t\t\t<span>Watch on-demand webinar<\/span>\n\t\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n\t<\/article>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\n\t<section id=\"block_16f3b1f264b7ba48276a7aae7d6e110e-14\" class=\"block block--spc columns-block spacing-md footer-cta bg-violet-700\">\n\t\t\n\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/pre-footersvg.svg\" class=\"shape-bg-image shape-bg-image-left\" alt=\"Background image shape - left\" height=\"510\" width=\"930\">\n\t\t\t<div class=\"overlay-gradient\"><\/div>\n\t\t<div class=\"container position-relative columns-70-30\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div class=\"column-content \">\n\t\t\n\n<h2 class=\"wp-block-heading\">Let&#8217;s see what Board can do for you.<\/h2>\n\n\n\n<p>Get a tour of the Enterprise Planning Platform in action.<\/p>\n\n\t\n\t<\/div>\n\t\n\n\t<div class=\"column-content \">\n\t\t\n\t\t<a href=\"https:\/\/www.board.com\/request-demo\" class=\"btn-link btn-link--white\"  target=\"\"\t\t\t>\n\t\t\t<span>Talk to an expert<\/span>\n\t\t<\/a>\n\t\n\t\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"line_of_business":[365],"class_list":["post-6745","page","type-page","status-publish","hentry","line_of_business-not-assigned"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Services Planning Software | Board<\/title>\n<meta name=\"description\" content=\"Discover Board\u2019s financial services planning software, unifying planning across finance, HR &amp; more with real-time insights and &#039;what-if&#039; modeling.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.board.com\/financial-services\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Services Planning Software | Board\" \/>\n<meta property=\"og:description\" content=\"Discover Board\u2019s financial services planning software, unifying planning across finance, HR &amp; more with real-time insights and &#039;what-if&#039; modeling.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.board.com\/financial-services\" \/>\n<meta property=\"og:site_name\" content=\"Board\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-17T15:49:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/01\/1200x627_board_opengraph_financial-services-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"627\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.board.com\/financial-services\",\"url\":\"https:\/\/www.board.com\/financial-services\",\"name\":\"Financial Services Planning Software | Board\",\"isPartOf\":{\"@id\":\"https:\/\/www.board.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.board.com\/financial-services#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.board.com\/financial-services#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/nationwide_newlogo.svg\",\"datePublished\":\"2024-11-07T03:47:47+00:00\",\"dateModified\":\"2025-06-17T15:49:53+00:00\",\"description\":\"Discover Board\u2019s financial services planning software, unifying planning across finance, HR & more with real-time insights and 'what-if' modeling.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.board.com\/financial-services#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.board.com\/financial-services\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.board.com\/financial-services#primaryimage\",\"url\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/nationwide_newlogo.svg\",\"contentUrl\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/nationwide_newlogo.svg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.board.com\/financial-services#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.board.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Financial Services\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.board.com\/#website\",\"url\":\"https:\/\/www.board.com\/\",\"name\":\"Board\",\"description\":\"The Enterprise Planning Platform\",\"publisher\":{\"@id\":\"https:\/\/www.board.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.board.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.board.com\/#organization\",\"name\":\"Board\",\"url\":\"https:\/\/www.board.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.board.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png\",\"contentUrl\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png\",\"width\":297,\"height\":103,\"caption\":\"Board\"},\"image\":{\"@id\":\"https:\/\/www.board.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Financial Services Planning Software | Board","description":"Discover Board\u2019s financial services planning software, unifying planning across finance, HR & more with real-time insights and 'what-if' modeling.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.board.com\/financial-services","og_locale":"en_US","og_type":"article","og_title":"Financial Services Planning Software | Board","og_description":"Discover Board\u2019s financial services planning software, unifying planning across finance, HR & more with real-time insights and 'what-if' modeling.","og_url":"https:\/\/www.board.com\/financial-services","og_site_name":"Board","article_modified_time":"2025-06-17T15:49:53+00:00","og_image":[{"width":1200,"height":627,"url":"https:\/\/www.board.com\/wp-content\/uploads\/2025\/01\/1200x627_board_opengraph_financial-services-1.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.board.com\/financial-services","url":"https:\/\/www.board.com\/financial-services","name":"Financial Services Planning Software | Board","isPartOf":{"@id":"https:\/\/www.board.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.board.com\/financial-services#primaryimage"},"image":{"@id":"https:\/\/www.board.com\/financial-services#primaryimage"},"thumbnailUrl":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/nationwide_newlogo.svg","datePublished":"2024-11-07T03:47:47+00:00","dateModified":"2025-06-17T15:49:53+00:00","description":"Discover Board\u2019s financial services planning software, unifying planning across finance, HR & more with real-time insights and 'what-if' modeling.","breadcrumb":{"@id":"https:\/\/www.board.com\/financial-services#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.board.com\/financial-services"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.board.com\/financial-services#primaryimage","url":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/nationwide_newlogo.svg","contentUrl":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/11\/nationwide_newlogo.svg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.board.com\/financial-services#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.board.com\/"},{"@type":"ListItem","position":2,"name":"Financial Services"}]},{"@type":"WebSite","@id":"https:\/\/www.board.com\/#website","url":"https:\/\/www.board.com\/","name":"Board","description":"The Enterprise Planning Platform","publisher":{"@id":"https:\/\/www.board.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.board.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.board.com\/#organization","name":"Board","url":"https:\/\/www.board.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.board.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png","contentUrl":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png","width":297,"height":103,"caption":"Board"},"image":{"@id":"https:\/\/www.board.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/pages\/6745","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/comments?post=6745"}],"version-history":[{"count":2,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/pages\/6745\/revisions"}],"predecessor-version":[{"id":91464,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/pages\/6745\/revisions\/91464"}],"wp:attachment":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/media?parent=6745"}],"wp:term":[{"taxonomy":"line_of_business","embeddable":true,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/line_of_business?post=6745"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}