Banking ← Back to Software List

Banking Business Plan

Investor‑grade business plan tooling for new initiatives and banks in transformation: market sizing, product roadmap, go‑to‑market, pricing, financial model (P&L/BS/Cash), capital plan, risk/compliance, org & hiring, and execution roadmap — exportable and audit‑ready.

Clear StoryFrom thesis to numbers
Robust ModelLinked P&L/BS/Cash
Ready to ExecuteRoadmaps & KPIs

Market & Competitors

TAM/SAM/SOM, segments, competitor matrix, and regulatory landscape.

Customer & Proposition

Personas, value props, journeys, and problem/solution fit.

Products & Pricing

Feature sets, packaging, pricing ladders, promos, and revenue drivers.

Go‑to‑Market

Channels, funnel, partners, and acquisition economics (CAC/LTV).

Financial Model

Driver‑based model linking P&L, balance sheet, and cash flow with scenarios.

Capital & Funding Plan

Capital needs, buffers, ICAAP hooks, and runway planning.

Risk & Compliance

Key risks, mitigations, and compliance milestones with owners.

Tech & Operations

Systems map, build/buy, capacity, SLAs, and vendor plan.

Org & Hiring Plan

Structure, headcount, roles, salaries, and ramp‑up timelines.

Execution Roadmap

Quarterly milestones, dependencies, and budgets.

KPIs & OKRs

North‑star and supporting metrics with targets and alerts.

Investor/Board Pack

Narrative deck, one‑pagers, and printable annexes.

Technology & Integration

Core Banking & Channels Data Warehouse/BI Planning/FP&A Tools Project Tracking Document Management API‑First & SSO

What You Get

Free customization (model & templates) Trial access until go‑live Annual maintenance incl. change requests Workshop & training On‑prem or cloud
Ready to customize
Tie the strategy to numbers—and to execution.
Share your product set, target segments, and starting assumptions — we’ll configure templates and a working model.
Request Free Customization