Finance and Insurance
Enterprise Solutions for the Finance and Insurance Industry
Challenges for Finance & Insurance Leaders
Finance and Insurance organizations face the growing pressure to modernize financial processes while maintaining compliance and accuracy. EPMI helps streamline reporting, strengthen governance, and improve forecasting in an increasingly dynamic market.
On-Prem to Cloud
Spreadsheets and manual checks slow down the budgeting cycle. Cloud automates processes to improve accuracy and efficiency. Hyperion to Cloud Guide.
Regulatory Compliance
Outdated processes make compliance harder to maintain. Cloud EPM ensures compliance and reduces reporting errors.
Connected Planning
Financial data spread across systems slows reporting. Cloud EPM simplifies data integration and introduces reliable insights.
Scalable Consolidation
Frequent acquisitions and growth complicate reporting. Cloud EPM streamlines consolidation and adapts to change.
EPMI has over a decade of experience supporting Finance & Insurance enterprise transformation
Artificial Intelligence (AI)
Automate decisions, personalize customer experiences, and boost productivity.
Enterprise Performance Management (EPM)
Accelerate close cycles, improve forecasts, and unlock strategic planning.
Enterprise Resource Planning (ERP)
Streamline operations and connect your business across departments.
Customer Success Spotlight
Republic Finance – Centralize Finance & Accounting Processes with Oracle Cloud EPM
Finance & Insurance
Republic Finance
Challenge
Republic Finance relied heavily on manual data validation and SQL scripts to prepare for each budgeting cycle. A recent management transition also emphasized the need for greater agility and modernized processes.
Solution
Republic Finance implemented Oracle EPM Cloud Enterprise Planning to eliminate manual workflows and fragmented data pulls. The solution replaced reliance on SQL scripts with automated validation, improved collaboration across budgeting cycles, and created a centralized planning environment to establish confidence in financial data.
Result
Republic Finance achieved high user adoption with the SmartView Excel plug-in, reducing training needs and ensuring fast uptake. They decreased reliance on IT by enabling finance teams to manage reporting directly, and gained operational reporting capabilities to analyze profitability by loan classification with greater accuracy and speed.
“After implementing EPBCS with EPMI, we were able to generate management reports for the board quickly and accurately.”
Resource Center
AI, EPM, ERP Insights, & Trends
Inside Oracle Cloud EPM Account Reconciliations with Tim Gaumont
Inside Oracle Cloud EPM Account Reconciliations, with Tim Gaumont on AI, automation, and why reconciliations power finance transformation.
Financial Consolidation, Continuous Close, and Customer-Led Innovation
Financial Consolidation, Continuous Close, and Customer-Led Innovation An Episode and Article in the EPM Intelligence Oracle AI World Series featuring Rich Wilkie (Senior Director, Financial Close Product Management at Oracle) and Al Marciante (Former VP, Product...
Built-In, Not Bolted-On: How Oracle AI Transforms FP&A with Chris Muli and Kaci Coble
Learn how Oracle’s built-in AI delivers faster implementations, stronger data security, smarter FP&A workflows, and new organizational opportunities for finance teams.
Discover the art of the possible.
