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Live Webinar: EFG Bank Transforms their Budget & Planning Process to Gain Agility, Insights and Efficiency

Live Webinar | June 18th | 15:00 CET / 9:00 AM EDT

EFG Bank is a strong, modern financial institution that had relied on a budget & planning process built on spreadsheets. This process did not meet the needs of the organization to collect, review, adjust and plan across the organization in a timely fashion. They needed a solution that has the power to manage a complex planning process involving interaction of legal entities and functions in a matrix organization while also being user-friendly for the end user who was used to using Excel.  

 Join this webinar to learn how EFG Bank transformed their budget & planning process with OneStream. During this webinar you will learn how:

  • EFG Bank transitioned from spreadsheets to an advanced financial platform
  • They gained agility and efficiency in planning and budgeting
  • Facilitated bottoms-up collection of information and top-down adjustments across units
  • To use dashboards, reports and advanced analytics to better support critical business decisions


Meet the Experts

Dimitrios Itsanis – Head of Planning and Controlling, EFG Bank

Matthieu Rivat – Planning & BI Solutions - Confirmed Consultant, Inplenion International

Ricardo Rasche – SVP, OneStream Software