Industries

Complete Planning Software for Banks

The Intelligent Complete Planning Solution for Banking and Credit Unions

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An image of a browser window with Vena's foreign exchange function connected to another window with a spreadsheet. Behind are three stacks of coins.

Get pre-built planning templates, data models, reports, business logic, workflows and source system integrations so you can plan faster and drive predictable business outcomes.

Net Interest Margin Planning

Use pre-configured logic that incorporates assumptions around base rates, margin and interest calculations to automatically plan your net interest margin.

Balance Sheet Planning

Use proven methodologies for planning deposit and loan balances—and plan product asset balance and run-off from your ALM data.

Quickly Respond to Interest Rate Changes

With scenario modeling and Excel’s full suite of calculations and formulas, you can see how changes to key drivers such as prime rates will impact margins and profitability.

Automate CCAR Regulatory Reporting

Create clear, compliant and fully auditable reports in record time by streamlining data gathering, approvals and submissions with our workflow and collaboration capabilities.

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Start generating results in no time with a solution that grows with you and leverages the power and flexibility of Microsoft 365.

Share Actionable Insights Using Intelligent Dashboards

Spot trends, gain AI-powered insights and make data-driven decisions with intelligent dashboards for all your KPIs such as loan ratios, return on assets and sales per branch.

Natively Integrated with Excel and Microsoft 365

Get all the advanced functionality of Excel, without compromise, and bring your existing Excel models into Vena.

A Flexible and Extensible Solution that Adapts to Your Needs

Easily expand on your planning foundation with add-on solutions for workforce planning, capital asset planning and more.

Advanced Security Features

Protects your data with category-leading security and control access to data and templates with user permissions.

Plan and analyze earning assets and liabilities and take control of your balance sheet with our asset liability management (ALM) solution.

Plan and Project Cashflows

Project cashflows for all your lending and deposit products—at the customer instrument level—so you can gain a real-time view into interest income and margin projections.

Rate Management and Scenario Modeling

Quickly model scenarios and simulate different interest rate stress tests and immediately see the potential impact on liquidity, net interest margin (NIM) and Economic Value of Equity (EVE).

Dynamic Analytics and Insightful Reporting

Uncover insights with advanced analytics and accelerate implementation with pre-built reports for liquidity management, balance sheet by maturity categorization and more.

Flexible and Self-Sufficient Planning

Outsourcing ALM analytics is slow and rigid. With Vena, you can control your balance sheet, plan with agility manage all your planning and performance processes in one place.

Input

Leverage pre-configured business logic to facilitate all your budgeting, forecasting and planning processes.

Financial Modeling for Banks

Vena keeps your data connected across each new data model so you always have a complete view of business performance as you extend to new types of planning .

Banking Dashboards & Analytics

Our intelligent dashboards make it easy for you to share actionable insights and make data-driven decisions.

An Award-Winning Partner To Guide You on Your Path to Success

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Nucleus Research Value Matrix Leader award for 2024

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By centralizing and automating the integration of all your key strategic financial data into Vena, you can gain a single source of truth and ensure accurate data from all relevant sources—setting up your stakeholders to make timely, data-driven business decisions without all the manual effort.

General Ledger (GL) / ERP Integration

Vena integrates with systems such as FISERV, Jack Henry, FIS, Microsoft Dynamics GP and SL, Oracle NetSuite, Quickbooks, Sage Intacct and more.

Asset Liability Management (ALM) and Funds Transfer Pricing (FTP) Integration

Automate the integration of financial and core banking/ALM and FTP data into a single, central data model for all your planning templates and reports.

HRIS and Payroll System Integration

Bring data from HRIS and payroll systems such as Paylocity, ADP, Ceridian, Paychex, Paycom and Ultipro into Vena to create a single source of truth.

Excel and CSV Files

Import your existing Excel, CSV and flat files from local systems or cloud storage applications such as Dropbox, OneDrive, SFTP and SharePoint.

Plan Faster With Pre-Built Templates and Banking Dashboards

Save time, improve data integrity and leverage pre-built formulas with our best practice templates—designed specifically for banks and credit unions.

Product margin planning
Net interest margin planning
Base rate and margin planning
Interest earning asset balances run-on/off planning
Balance sheet
Income statement

Screenshot of Vena's Interest Earning Assets by Product template

Screenshot of Vena's Interest Earnings by Product template

Screenshot of Vena's Interest Bearing Liabilities by Product template

Screenshot of Vena's Income Statement template

Screenshot of Vena's Nominal Interest Rates template

Screenshot of Vena's Power BI Dashboard Banking template

Screenshot of Vena's Dashboard Retail Banking template

Screenshot of Vena's Return on Assets and Equity template

See Vena for Banking and Credit Unions in Action

Watch how Vena streamlines the FP&A processes for organizations whose primary revenue stream is interest margins. Built on industry best practices, Vena includes integration to source systems, planning templates, comprehensive reporting and a collaborative workflow—all within the familiar Excel interface.