This includes sales, service and marketing capabilities that are tailored to your industry. Our products can fulfill all your CRM requirements in one package. Compare the forecasts of different scenarios.Įach of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals.ĬRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships.ĬRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships.ĬRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service.ĬRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions.ĬRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. OnPlan makes it easy to create high-level, low-resolution, open-office scenarios in the UK.
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These are all designed to make your model even better and make your life easier. You can choose from a variety of pre-made dashboards and sales, marketing, and staffing modules. When comparing two scenarios against each another, OnPlan provides conditionally formatted Deltas. Here are some of the best financial tools that you can start evaluating before choosing the one that suits you best: 1. Actual (BVA), tool allows you to track your company's performance and plan accordingly.
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You can also download your model to Excel at any moment, so you are not tied into OnPlan. Excel formulas can be used to model within the OnPlan platform. Using the best financial planning software can save you from many financial losses, and ensure long term sustainability and growth of your business. You have unrivalled flexibility thanks to four-way synchronization between Google Sheets and Microsoft Excel.
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You will have better visibility, more transparency, and more effective benchmarking. OnPlan lets you forecast, budget, and collaborate with your team. You can create flexible, modular financial models that are powerful and flexible.