Management Planning & Control

Financial services institutions are notoriously compartmentalized, which can limit growth. Planning and forecasting using information from across the enterprise can significantly streamline reporting, increase efficiency and free up time for analyzing the business for growth opportunities.

Our Solution

Management Planning and Control from Fiserv is a financial performance management solution that enables your institution to plan, forecast, report, analyze and measure profitability. The easy-to-use solution gives you the flexibility to integrate financial accounting, balance sheet, credit, and information from across the institution for more informed and timely decision-making.


  • Non-interest income and expense budgeting and forecasting
  • Margin planning and forecasting, workforce planning and capital expenditure planning
  • Configurable reporting, analytics and dashboards
  • Rules engine for user-defined business intelligence
  • Budgeting workflow approval process
  • Dedicated user interface for data import and integration

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