Strategy Software for Financial Services

The world's leading banks, credit unions and insurance companies use Cascade to drive the success of their strategy.

Financial Services Cascade Customers

Financial Service Firms Enjoying Success With Cascade

Check out what some of our wonderful users at financial service firms around the world have to say:

RSM-Standard-Logo-RGB-1

RSM International focuses on clear and consistent strategy that spans across multiple services lines and regions

 


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Key Challenges:

  • Multiple service lines and regions with different goals
  • Moving from decentralized strategy to centralized one
  • Lack of visibility upwards from regions

Biggest Wins:

  • Increased collaboration between branches
  • Better goal alignment in regions & branches
  • Visibility for senior managers into challenges affecting the front-line
  • More effective strategy meetings

"Once we got Cascade in place, our visibility increased so much. I can log in and see any of the plans at one time."

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themac

The Mac Credit Union use Cascade across their entire business to keep them razor-focused on strategy


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Key Challenges:

  • Regulatory focus on strategy reporting with tight requirements
  • A need to compete on innovation with larger banks

Biggest Wins:

  • Implementation helped drive transparency in-line with cultural values
  • Effective way of managing and communicating with regulators
  • Increased focus on strategic priorities
  • More effective performance management

"I've referred about 6 clients to Cascade. We're so proud to be able to say to people that this thing works, and it will help you. I'm not here to sell your product - just to say that this thing works!"

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Company Logo - Proven investment

Proven Investments uses Cascade to facilitate the management & reporting of their strategy across it's portfolio of companies.

jamaica-travel

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Key Challenges:

  • Strategy transparency & accessibility issues due to multiple locations and service lines across the Caribbean.
  • Slow strategic reaction time to environmental changes due to technical and process limitations. 

Biggest Wins:

  • A great strategic plan the team feels confident in
  • An aligned, focused and efficient team contributing to the strategy
  • Real time insights on the success of the plan & what needs to change and evolve

"Cascade allows us to instantly run executive-level reports and views that replace the old & tedious preparation process almost entirely."

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