Prolifics TM1 Retail Banking Accelerator

Prolifics has a performance management solution specifically for Retail Banks and Credit Unions, based on the IBM Cognos TM1 platform. This solution is based on years of performance management experience financial services industry. It incorporates budgeting, forecasting, reporting and analysis planning processes that focus heavily on an institution’s Balance Sheet and tightly integrated with its Income Statement.

Features and Benefits

For Retail Banks and Credit Unions looking for a planning and performance management solution, why start from scratch? By leveraging this pre-configured solution, financial institutions can more quickly implement a solution that includes:

  • Balance Sheet planning for earning assets and deposits
    • Run-on/off planning capabilities of product balances by any branch/revenue/production center that drive earning assets and deposits
  • Rate planning
    • Planning all applicable base rates such as US Prime, LIBOR and treasury rates
  • Net Interest income/margin planning
    • Automatically calculating NIM based on product/account relationships, rates and product attributes such as interest calculation method (30/360, Actual/Actual)
  • Incorporation of key source data
    • General Ledger (“GL”), Funds Transfer Pricing (“FTP”) and Asset Liability Management (“ALM”) systems


IBM Cognos TM1


Prolifics TM1 Retail Banking Accelerator


Financial Planning for Retail Banks Webinar