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Plan360.ai
Financial Services Solutions

Drive Digital Transformation in Finance

Plan360 empowers financial institutions to accelerate innovation, enhance customer experience, and maintain regulatory compliance while managing risk and driving profitability.

Financial Services Challenges

Navigate complexity while delivering exceptional customer value

Regulatory Compliance

Ever-changing regulations (SOX, Dodd-Frank, Basel III, GDPR) require continuous monitoring and rapid adaptation

Digital Banking Competition

Fintechs and neobanks are disrupting traditional models with superior digital experiences

Customer Experience Gaps

Legacy systems create friction in omnichannel journeys, driving customer attrition

Cybersecurity & Fraud

Increasing threats demand sophisticated detection, prevention, and response capabilities

Legacy System Modernization

Aging infrastructure limits innovation speed and increases operational risk

Cost Optimization

Pressure to reduce costs while investing in digital transformation and innovation

How Plan360 Accelerates Financial Innovation

Purpose-built for the complexity and pace of financial services

Insight Hub

Financial Intelligence & Analytics

Consolidate data from core banking, CRM, risk systems, and market sources to identify opportunities, risks, and competitive gaps in real-time.

360° customer profitability analysis
Risk exposure monitoring
Competitive intelligence tracking
Regulatory compliance dashboards
Innova Catalyst

Product & Service Innovation

Design and launch new financial products, digital services, and customer experiences with business case modeling and regulatory impact assessment.

Digital product roadmapping
Fintech partnership evaluation
Branch transformation planning
Innovation portfolio management
Nexus Manager

Program Governance & Execution

Manage digital transformation, regulatory compliance projects, and strategic initiatives with enterprise-grade governance and risk management.

Digital transformation tracking
Regulatory project management
Cross-functional coordination
Risk & dependency management
CX Manager

Customer Experience Optimization

Map omnichannel journeys, collect feedback across touchpoints, and drive continuous improvement in digital and physical channels.

Omnichannel journey mapping
NPS & satisfaction tracking
Digital adoption monitoring
Personalization optimization

Proven Financial Services Outcomes

Financial institutions using Plan360 achieve measurable business impact

0%

Faster Time-to-Market for New Products

0%

Improvement in Customer Satisfaction

0%

Reduction in Compliance Reporting Time

0%

Increase in Digital Adoption

Ready to Accelerate Your Digital Transformation?

Join leading financial institutions using Plan360 to drive innovation, enhance customer experience, and maintain competitive advantage.

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