Modernize Finance in Banking and Financial Services with CPM, a BPM Partners Whitepaper

Unlock Efficiency, Accuracy, and Strategic Insight Across the Office of Finance

In today’s volatile financial landscape, banks and financial services institutions (FSIs) face mounting pressure to deliver faster, more accurate insights while navigating complex regulations and fragmented systems. Discover how modern CPM platforms like OneStream are transforming finance operations—unifying data, automating processes, and empowering finance teams to lead with confidence.

What You’ll Learn

The Unique Finance Challenges Facing Banks and FSIs

Understand the distinct pressures financial institutions face—from regulatory compliance and risk-adjusted profitability to fragmented data and manual processes—and how modern CPM platforms are designed to address them.

The Four Dimensions of Finance Modernization

Explore how CPM transforms finance across four essential pillars:

• Data: Establish a unified, trusted source of truth across finance, risk, and operations.
• Processes: Streamline planning, forecasting, consolidation, and reporting.
• Technology: Strengthen infrastructure with scalable, integrated platforms.
• People: Equip teams with AI-enabled insights and intuitive self-service capabilities.

Strategic Benefits of CPM in Financial Services

See how financial institutions are using CPM to:

• Accelerate decision-making with real-time insights
• Strengthen compliance and audit readiness
• Improve capital and liquidity planning
• Enhance collaboration across Finance, IT, and business units

How Leading Institutions Are Driving ROI with CPM

See how The Carlyle Group and top U.S. banks are transforming finance with OneStream—cutting cycle times, accelerating close, and unlocking real-time insight. Download now.