How CPM Modernizes Finance for Banking and Financial Services

/in /by BPM Partners

Sponsored by: OneStream Software

  • Finance organizations, particularly in Banking and Financial Services, are being asked to do more than ever. However, with historically siloed and often manual finance processes, as well as underinvestment in finance modernization across accounting, FP&A and treasury, CFOs are finding it increasingly difficult to scale their organizations and meet the evolving demands placed on their teams. That’s where Corporate Performance Management, or CPM, can play a critical role.
  • Speakers: OneStream Software, Atlantic Union Bank, Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: March 2025
  • Duration: 60 minutes
  • On demand replay is not available for this webcast
  • Coming Soon: related whitepaper and blog
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Join us as experts from BPM Partners and OneStream discuss how a modern CPM platform can transform finance operations and modernize the office of the CFO in the Banking and Financial Services industry. Discover how OneStream’s unified platform can serve as the operating system for finance and bring together processes from across accounting, FP&A and Treasury into a single solution, driving significant value and efficiencies while reducing operational risk, and delivering rich, actionable insights.

After attending this webinar, participants will be able to:

  • Identify the ways Finance organizations and their needs differ in Banking and Financial Services relative to other industries
  • Explore the key operational challenges facing finance teams in Banking and Financial Services today and how a modern CPM solution addresses those issues
  • Understand the importance of Corporate Performance Management (CPM) solutions and the role they play in Finance organizations, specifically across Banking and Financial Services
  • Discover the foundational capabilities of the OneStream platform and how it serves as the operating system for modern finance, unifying data and processes across accounting, FP&A and treasury
  • Learn from a real-world customer case study how OneStream and BPM Partners deliver value through streamlined processes, actionable insights, and scalable solutions