Banking Strategy Software

Build aligned strategic plans

Align your strategic planning — no matter the planning style or size

Every bank follows its unique planning approach, just like you have your own way of planning. Each bank has its distinct structure, size, and terminology. So why impose a standardized methodology on your planning and execution?

With AchieveIt, you have the freedom to design and link an infinite number of strategic plans according to your preferred structure. It allows you to synchronize processes, plans, and progress throughout your organization.

Stop with busy work

Automate update collection across the organization

Is your bank investing excessive time in tracking down updates and consolidating results instead of focusing on organizational improvements?

AchieveIt will transform the entire planning and execution process within your financial institution, automating tasks such as gathering progress updates and generating real-time reports and dashboards.

Put an end to laborious manual processes and refocus your efforts on enhancing your bank's operations and success.

Drive better planning meetings

Improve, reduce, & even eliminate your planning meetings

Are most of your meetings dedicated to gathering status updates from each participant around the table. AchieveIt is here to transform your meetings, making them more productive, and your time more valuable.

Updates are automatically collected and compiled, ensuring that your team arrives at meetings fully prepared. Say goodbye to time-consuming status update meetings.

Now, you can focus your valuable meeting time on precisely what requires attention. Dedicate more time to discussing necessary adjustments and finding solutions, while minimizing the time spent on providing routine updates.

Build institutional knowledge

No more "what happened again last month?"

Enjoy managing complex, multi-tabbed spreadsheets and poorly versioned PowerPoint documents? We didn't think so...

AchieveIt provides a unified platform where all plans and initiatives live, supported by a comprehensive record of historical updates. Gone are the days of scattered information.

And it's even easier to access and comprehend updates with the complete history of any initiative. With just a few clicks, you can navigate through plans and initiatives across your entire institution, gaining a clear understanding of the updates and progress made.

Build trust & transparency

Easily share progress & results to all

Key performance indicators (KPIs) and outcomes serve as crucial factors in determining the performance and success of financial institutions. They provide guidance for strategic planning, funding decisions, and overall effectiveness.

With AchieveIt, you can eliminate the constant need to address inquiries and complaints regarding progress empowering you to effortlessly share real-time results, promoting transparency and visibility throughout your organization.

It offers live updates, ensuring that stakeholders are continuously informed and engaged in the progress of your financial institution.