CFO testimonial – How he regained control of his figures

CFO testimonial

Follow-up visit with a client equipped with Integraal for Banking, three months after deployment.
Private bank, Geneva, 150 employees. The CFO welcomes me into his office, a genuine smile on his face:
“For the first time in years, I’m confident in my numbers. And that changes everything.”

Before: time wasted and risk of error in financial reporting
Before implementing our solution, his daily routine was:

1. complex Excel reports,

2. broken formulas,

3. hours spent checking data consistency.

Every month began the same way: extracting data from the ERP, manually reprocessing business metrics (AUM, RoA, NNM…), redoing the calculations.
All of this for one goal: presenting a “clean” table to the executive committee.
But behind the scenes, doubt lingered:
“What if I get challenged in the meeting? How do I justify this number?”

During: implementing a tool without overloading IT
The main obstacle?

1. No dedicated IT budget

2. Already overloaded technical roadmap

3. Instinctive reaction: “This isn’t the right time to start a data project”

That’s exactly where Integraal for Banking stands out:

1. rapid deployment via a 10-day Starter,

2. direct use of data already in the ERP,

3. no heavy reliance on the IT team.

The result, from the very first week:
“I see my margins by Desk. I understand my flows. Without going through IT.”

A real transformation lever for CFOs looking for a real-time financial management solution—without launching a heavy project or changing infrastructure.

After: decisions based on reliable data
Today, this CFO manages operations with data that is reliable, visual, and auditable.
No more copy-paste. No more sleepless nights double-checking figures.
“Before, I presented numbers. Now, I present decisions.”

The benefits are numerous:

1. Processing time cut in half

2. Renewed confidence in KPIs

3. Drastic reduction in reporting errors

4. Greater impact in executive meetings

👉 It’s not just about automating financial reporting,
↳ It’s about restoring the CFO’s strategic role.