Bank on This
Started by unions and industries, this maybe confused as a bank, they take deposits, give loans, but the similarities end there
What are Credit Unions?
When this drops, even the nicest granite countertops can’t save your forecast.
What are occupancy rates?
The very first document of the implementation process, fundamental for ensuring alignment between customer and build team
What is the Solutions Design Document/Phase?
If this number goes up, wealth managers smile because fees usually follow.
What is Assets Under Management (AUM)?
Banks rely on this FP&A process to stress-test capital and liquidity under multiple economic scenarios.
What is scenario planning?
Multifamily FP&A teams model this number like a hawk because every $50 change hits revenue fast.
What is average rent?
This Vena process moves data from source systems into the model on a scheduled or on-demand basis.
What is data integration (ETL)?
When markets move fast and start rolling, this replaces annual budgets for wealth managers who need to reforecast constantly.”
What is rolling forecasting?
Rolling forecasts help banks adjust for changes in this key driver affected by rate hikes and cuts.
What is net interest margin?
Scenario planning lets owners model the financial impact of changes in this major multifamily expense category.
What is operating expenses?
This Vena capability lets contributors update assumptions while calculations automatically roll up across the model.
What is driver-based planning?
This happens when clients add money… and makes your forecast look a whole lot better.
What are inflows?
Some versions of FP&A teams replace spreadsheets with connected planning, they reduce this common risk in bank reporting.
What is version control risk?
This planning answers the eternal question around expenditures: “Do we renovate now or just live with the beige?”
What is capital planning?
“Vena keeps your data secure while still letting teams collaborate — no password-protected chaos required.”
What is role-based access control?
This Vena capability allows non-technical users to create custom product, fund, or client groupings that instantly flow into reports and dashboards.
What is dynamic hierarchy or grouping management?
This banking discipline models interest rate risk by aligning assets and liabilities across multiple forecast scenarios.
What is Asset Liability Management?
This Power BI–enabled Vena dashboard lets multifamily leaders spot risk early by breaking down unpaid rent by aging buckets instead of waiting for month-end reports.
What is the Aged Receivables dashboard?
This Vena feature prevents invalid or extreme inputs before they impact downstream reports.
What are data validations?
This insight-heavy dashboard combines inflows, outflows, advisor activity, CRM touchpoints, and AI-generated commentary to explain why large redemptions occur.
What is the Advisor Summary dashboard?