Board, an Intelligent Planning Solutions provider to help firms get actionable insights and better outcomes, has been selected by Nationwide, one of the largest Building Society, to transform financial planning. Nationwide decided on Intelligent Planning from Board, in a joint proposition for financial planning transformation delivered alongside advisory partner, KPMG.
What does Board bring Nationwide’s operations?
“Intelligent Planning from Board enables Nationwide to transform vital financial planning, delivering better insights for our teams, and ultimately better outcomes for our members. Board’s Intelligent Planning capabilities, combined with the commitment and expertise of the Board team, impressed us as the right fit for Nationwide and our members,” said Louise Pierrepont, Head of Future Capability and Operations at Nationwide Building Society.
“We are very excited to be working together with Board International, in a joint proposition for financial planning transformation with Nationwide. Board’s well-established Intelligent Planning expertise aligns with Nationwide’s goals as they plan, transform and grow in today’s evolving business environment,” commented Minochehr Vania, Partner at KPMG UK.
What does the partnership mean for Board?
Commenting on the partnership, Marco Limena, CEO of Board, said, “We are delighted Board has been chosen to deliver on Nationwide’s transformative vision for financial planning.”
“Board’s selection by the biggest building society shows how the power of Intelligent Planning is the go-to choice for leading brands worldwide seeking to plan smarter and drive better outcomes, as they transform vital business planning across strategy, finance and operations.”
The new customer agreement between Board and Nationwide focuses on replacing and transforming planning processes and systems. End users are now prioritized with access to one single source of the truth via Board’s Intelligent Planning platform, reducing information silos, with a more integrated and intuitive approach to business planning across the firm.