Modern FP&A for Financial Services

Our modern FP&A solution is the center of your financial data. As a single source of truth, it consolidates diverse sources of data so you can spend more time analyzing your data.

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Financial Services Sectors We Serve

  • Banks
  • Credit Unions
  • Real Estate
  • Investment Funds
  • Wealth Management

Special Features for Financial Services Organizations

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Know What's Beyond the Horizon at All Times

Create and compare models built on real-time data for the most accurate results. Easily assess impact with metrics including rate, balance, customer demand, personnel expenses, and more.

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Create Budgets in Days, Not Weeks

Stay ahead of the curve with direct integrations and automation features to accelerate planning and budgeting cycles. Easily compare scenarios for the next fiscal year as well as track trends in interest rates and loan volume over time.

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Real-Time Data Displays for Deep Insights

Take a deeper look at your business with interactive dashboards. Get the data you need to drive profitability across the organization, and compare it against financial KPIs such as fee income, asset growth, and credit losses.

Case Studies

Save time and money to focus on value-added activities and leadership

Powering Performance with Driver-Based Budgeting at CT Green Bank

The team at Connecticut Green Bank needed a clean and in-depth view of their data to better optimize their investment in green energy initiatives. Budgeting and forecasting with Excel were no longer sustainable.

Connecticut Green Bank Logo
Cincinnati Bell Logo

Telecom Company Achieves High Speed Budgeting and Forecasting

Read how Cincinnati Bell uses Limelight to accelerate its budgeting and forecasting process and take full advantage of its reporting options.

Customer Testimonials

With a 4.7 star rating, our Customers in finance plan smarter, forecast faster, and report more!

Right Choice for Our Team!

We were able to create forecasts and new metric reports that better guide our business decisions.

Megan Koren

Megan Koren

VP of Finance

Adds Tremendous Value for Us

Users find it easier to adopt the system and we now have a centralized place for budgets, expenses and reports.

Benny Chan

Benny Chan

Senior Project Manager

Time Saving

Successfully written 30+ reports for 100+ users. With the time saved we can now leverage the time for other business endeavours.

Noel Bernens

Noel Bernens

Director of FP&A

Everything in One Place

Limelight lets us put everything in one place. We can get our budgets and reports done much faster now.

Jane Murphy

Jane Murphy

VP of Finance & Admin

Flexible Product

All cloud, so easy to deploy. Our team can access their data anywhere and all departments collaborate on one platform.

Marc-Antoine Wicker

Marc-Antoine Wicker

Director of Financial Operations

Additional Resources for Financial Services Organizations

MedVet Shaves 10 Days Off Their Annual Budgeting Process
MedVet Shaves 10 Days Off Their Annual Budgeting Process

Gaining access to account-level details helped MedVet perform better analysis and set up metrics for different...

How Top Insurance Companies Improve Their Financial Planning
How Top Insurance Companies Improve Their Financial Planning

Learn the 3 outcomes insurance companies can easily achieve by implementing the right FP&A software.

How to Streamline Sales Forecasts Without Increasing Manual Effort
How to Streamline Sales Forecasts Without Increasing Manual Effort

Hear from our experts as they provide an overview of automating sales commissions for a dynamic business.

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