Finally, a bank finance transformation with tangible results

In banking, the general ledger has limited purpose. For financial services firms, the general ledger will provide a balance sheet and a P&L. It will not provide insight into the management of the bank, nor will it assist with most of the regulatory and other reports required each period.

The simple reason for this is that unlike manufacturing, retail and most other industries, the ERP system is not the original source of record for most of the data in the bank. This financial product and transaction data lives in the core systems of the bank. In large banks, this may be hundreds of different data stores.

The key to getting finance right is to have an orderly and standardized process of getting this data centralized and then passed on to the upstream systems that need it. As you do this, you’ll find you rely less and less on the general ledger.

Finance data flows

In financial services, we have a history of implementing non-standard, black box processes for moving data from source systems into the finance world. In many cases, deposit, loan and trading systems have sub-ledger functionality and pass the daily journals on to GL.

Unfortunately, that means the details are not accessible and so the source is extracted over and over to feed data warehouses, regulatory reporting systems, and a myriad of management reporting tools.

Usually none can be reconciled to the general ledger.

Do it yourself

Banks have spent many millions of dollars trying to sort out finance data flows. Few have succeeded in providing real improvement and for most they are now saddled with layers of technology, inconsistent methods and poor data quality. These solutions require expensive skills to maintain and evolve and are never quite working right.

Finally, a bank finance transformation with tangible results

In banking, the general ledger has limited purpose. For financial services firms, the general ledger will provide a balance sheet and a P&L. It will not provide insight into the management of the bank, nor will it assist with most of the regulatory and other reports required each period.

The simple reason for this is that unlike manufacturing, retail and most other industries, the ERP system is not the original source of record for most of the data in the bank. This financial product and transaction data lives in the core systems of the bank. In large banks, this may be hundreds of different data stores.

The key to getting finance right is to have an orderly and standardized process of getting this data centralized and then passed on to the upstream systems that need it. As you do this, you’ll find you rely less and less on the general ledger.

Finance data flows

In financial services, we have a history of implementing non-standard, black box processes for moving data from source systems into the finance world. In many cases, deposit, loan and trading systems have sub-ledger functionality and pass the daily journals on to GL.

Unfortunately, that means the details are not accessible and so the source is extracted over and over to feed data warehouses, regulatory reporting systems, and a myriad of management reporting tools.

Usually none can be reconciled to the general ledger.

Do it yourself

Banks have spent many millions of dollars trying to sort out finance data flows. Few have succeeded in providing real improvement and for most they are now saddled with layers of technology, inconsistent methods and poor data quality. These solutions require expensive skills to maintain and evolve and are never quite working right.

Finally, a bank finance transformation with tangible results

In banking, the general ledger has limited purpose. For financial services firms, the general ledger will provide a balance sheet and a P&L. It will not provide insight into the management of the bank, nor will it assist with most of the regulatory and other reports required each period.

The simple reason for this is that unlike manufacturing, retail and most other industries, the ERP system is not the original source of record for most of the data in the bank. This financial product and transaction data lives in the core systems of the bank. In large banks, this may be hundreds of different data stores.

The key to getting finance right is to have an orderly and standardized process of getting this data centralized and then passed on to the upstream systems that need it. As you do this, you’ll find you rely less and less on the general ledger.

Finance data flows

In financial services, we have a history of implementing non-standard, black box processes for moving data from source systems into the finance world. In many cases, deposit, loan and trading systems have sub-ledger functionality and pass the daily journals on to GL.

Unfortunately, that means the details are not accessible and so the source is extracted over and over to feed data warehouses, regulatory reporting systems, and a myriad of management reporting tools.

Usually none can be reconciled to the general ledger.

Do it yourself

Banks have spent many millions of dollars trying to sort out finance data flows. Few have succeeded in providing real improvement and for most they are now saddled with layers of technology, inconsistent methods and poor data quality. These solutions require expensive skills to maintain and evolve and are never quite working right.

For large banks, the data flows and technology flows are far more complicated and far less standardized than the diagram depicts.

Is it any wonder the finance function is expensive and slow?

Finray is the answer

Finray is a single application that manages each of the functions from data onboarding through to posting or outbound feed to upstream systems. It is meant to be owned and operated by finance people, not IT and is 100% visual, meaning no coding.

Imagine the spaghetti shown above that involves dozens of skills sets and technology layers managed by one commonly understood, finance led, application.

That’s how we drive 30% cost reduction, faster change and faster processes.

For large banks, the data flows and technology flows are far more complicated and far less standardized than the diagram depicts.

Is it any wonder the finance function is expensive and slow?

Finray is the answer

Finray is a single application that manages each of the functions from data onboarding through to posting or outbound feed to upstream systems. It is meant to be owned and operated by finance people, not IT and is 100% visual, meaning no coding.

Imagine the spaghetti shown above that involves dozens of skills sets and technology layers managed by one commonly understood, finance led, application.

That’s how we drive 30% cost reduction, faster change and faster processes.

For large banks, the data flows and technology flows are far more complicated and far less standardized than the diagram depicts.

Is it any wonder the finance function is expensive and slow?

Finray is the answer

Finray is a single application that manages each of the functions from data onboarding through to posting or outbound feed to upstream systems. It is meant to be owned and operated by finance people, not IT and is 100% visual, meaning no coding.

Imagine the spaghetti shown above that involves dozens of skills sets and technology layers managed by one commonly understood, finance led, application.

That’s how we drive 30% cost reduction, faster change and faster processes.

About Finray

Finray is a young company founded by people with a combined 200 years of experience in financial services accounting and finance data management. Among the first Finray customers is a top US bank.

If you’d like to schedule a briefing, please leave your details in the form below and we’ll be in touch.

By proceeding you confirm that you are happy for us to store and use your contact details for the purposes of sending you alerts and information.

About Finray

Finray is a young company founded by people with a combined 200 years of experience in financial services accounting and finance data management. Among the first Finray customers is a top US bank.

If you’d like to schedule a briefing, please leave your details in the form below and we’ll be in touch.

By proceeding you confirm that you are happy for us to store and use your contact details for the purposes of sending you alerts and information.

About Finray

Finray is a young company founded by people with a combined 200 years of experience in financial services accounting and finance data management. Among the first Finray customers is a top US bank.

If you’d like to schedule a briefing, please leave your details in the form below and we’ll be in touch.

By proceeding you confirm that you are happy for us to store and use your contact details for the purposes of sending you alerts and information.