ATB Financial Case Study


Learn more about how the largest Alberta-based financial institution effortlessly transitioned their BP&F processes into Vena by staying in Excel.

ATB Financial has been in operation for 75 years, where they grew from a small treasury branch to become the largest Alberta-based financial institution, with assets of $46.8 billion. They have a wide portfolio of services where they provide personal, business, agriculture, corporate, and investor financial services to Albertans and Alberta-based businesses in Canada.


ATB Financial has a large network of 173 branches that help more than 730,000 customers in 244 Alberta communities.

The company was in the market for a solution that would streamline their budgeting, planning, forecasting, and financial reporting process. They also needed the solution to do Financial modeling and pro-forma financial statement creation. ATB had some complex calculations and algorithms that they used for their monthly forecasting that required required the flexibility of Excel.  Vena was the perfect solution because users could continue to keep their Excel functionality but also get the horsepower of modern cloud technology. The organization stopped manually creating reports and had much more time to analyze data while complementing their SAP infrastructure.

Why Vena?

  • Ability to stay in Excel
  • Scalability of Vena’s platform
  • One central data repository
  • Low change management and fast learning curve

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