financial services modelling

Success in financial services requires you to organise people, systems and money efficiently.

Indeed, doing this well is often the difference between success and failure. But too often the planning of systems, and the efficient use of people and financial calculations occur separately. With small margins and expensive staff costs in an increasingly competitive market, simple 'spreadsheet planning' is no longer sufficiently sophisticated.

Paragon has developed models with customers to integrate financial services' sales and marketing plans including incomes and resource requirements across their organisations. This has enabled them, for the first time, to understand how operations are linked to revenue and what actions must be taken to maintain targets under different market conditions.

We have also modelled customer service and back office processing operations to increase efficiency and lower cost. Our customers can plan how to maintain service levels whilst responding to demand variations, understand how many staff need multi-skilling and how to minimise the use of expensive temporary staff.

Our models provide familiar interfaces - through Excel, for example - for you to work with. They increase the sophistication and effectiveness of planning and operations whilst simplifying the planning process.