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    White Paper: FP&A For Financial Services Companies Beyond the Basics

    Financial Services companies have some unique challenges when analyzing financials and building forecasts. Check out this whitepaper for an in-depth look.

    Robin Stevens | 2026-02-03T11:02:07Z
    White Paper: FP&A For Financial Services Companies Beyond the Basics
    Ashurst Australia
    Ashurst Australia

    New insights from analytics help to boost performance and turn strategic objectives into business reality.

    Cubewise | 2026-02-03T11:02:06Z
    Anvil Mining

    A Best Practice Resources Case Study

    Cubewise | 2026-02-03T11:02:06Z
    Anvil Mining

    All Resources

    • From Conversation to Coordination: Turning Financial Insight into Automated Action
      December 16, 2025 | Andrew Leighton
    • Language-First Planning: A More Natural Way to Work with Your Data
      December 2, 2025 | Andrew Leighton
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      November 12, 2025 | Andrew Leighton
    • Turning Data into Insight: How Modern BI Creates a Single Version of the Truth
      October 30, 2025 | Andrew Leighton
    • Assortment Planning: From Strategy to Execution with IBM Planning Analytics
      October 23, 2025 | Andrea Ludwig
    • MVP of an Enterprise Grade AI for FP&A
      October 16, 2025 | Tat Seng Wong
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      October 16, 2025 | Andrew Leighton
    • The Next Wave: How AI is Reshaping Financial Planning & Analysis
      September 30, 2025 | Andrew Leighton
    • Cubewise Attains ISO 27K Certification!
      September 17, 2025 | Ben Heinl
    • AI Challenge Deep Dive - Explaining Business Structures
      July 10, 2025 | Cubewise
    • Build, Break, Troubleshoot: Learn to Model in IBM Planning Analytics (TM1)
      July 2, 2025 | Bryan Wan
    • IBM Planning Analytics Workspace (PAW) 2.0.105 / 2.1.12
      June 30, 2025 | Bryan Wan
    • Unlocking the Power of watsonx: Practical Integration with IBM Planning Analytics
      June 23, 2025 | Bryan Wan
    • Highlights from the TM1 and IBM Planning Analytics Conference — Melbourne 2025
      June 10, 2025 | Bryan Wan
    • IBM Planning Analytics for Excel (PAfE) 2.0.104 / 2.1.11
      June 10, 2025 | Bryan Wan
    • IBM Planning Analytics Workspace (PAW) 2.0.104 / 2.1.11
      June 5, 2025 | Bryan Wan
    • TM1 and Planning Analytics Conference - London 2025 Recap
      May 21, 2025 | Bryan Wan
    • TM1 and Planning Analytics Conference - Sydney 2025 Recap
      May 21, 2025 | Bryan Wan
    • IBM Planning Analytics Workspace (PAW) 2.0.103 / 2.1.10
      April 28, 2025 | Bryan Wan
    • IBM Planning Analytics for Excel (PAfE) 2.0.103 / 2.1.10
      April 28, 2025 | Bryan Wan
    • Bring Real-World Analytics into University Programs
      April 13, 2025 | Bryan Wan
    • Monash College Recognised for Their Planning Analytics Success
      April 11, 2025 | Bryan Wan
    • Solving the Hard Problems of FP&A #5
      April 3, 2025 | Ben Heinl
    • Solving The Hard Problems of FP&A #4
      March 27, 2025 | Ben Heinl
    • IBM Planning Analytics Workspace (PAW) 2.0.102 / 2.1.9
      March 25, 2025 | Bryan Wan
    • Monthly Newsletter, March 2025
      March 24, 2025 | Priya Vinoth
    • Solving The Hard Problems of FP&A #3
      March 19, 2025 | Ben Heinl
    • Solving The Hard Problems of FP&A #2
      March 18, 2025 | Ben Heinl
    • IBM Planning Analytics for Excel (PAfE) 2.0.101 / 2.1.8
      March 11, 2025 | Bryan Wan
    • Solving The Hard Problems of FP&A
      March 11, 2025 | Ben Heinl
    • IBM Planning Analytics Workspace (PAW) 2.0.101 / 2.1.8
      March 4, 2025 | Bryan Wan
    • Unlock Your Potential with the Arc Path: A Key Track in Our IBM Planning Analytics Developer Course Pathway
      February 24, 2025 | Bryan Wan
    • Monthly Newsletter, February 2025
      February 6, 2025 | Priya Vinoth
    • IBM Planning Analytics Workspace (PAW) 2.0.100 / 2.1.7
      December 12, 2024 | Bryan Wan
    • IBM Planning Analytics for Excel (PAfE) 2.0.100 / 2.1.7
      December 12, 2024 | Bryan Wan
    • Monthly Newsletter, December 2024
      December 3, 2024 | Priya Vinoth
    • Text, Context, and Subtext: Building Better FP&A Models
      December 3, 2024 | Robin Stevens
    • AI Agents, WatsonX, and Python The Future of Planning Analytics with Nic Renotte
      December 3, 2024 | Robin Stevens
    • WatsonX Virtual Assistants for Planning Analytics with Marius Wirtz
      December 3, 2024 | Robin Stevens
    • Monthly Newsletter, November 2024
      November 4, 2024 | Priya Vinoth
    • IBM Planning Analytics Workspace (PAW) 2.0.99 / 2.1.6
      October 31, 2024 | Bryan Wan
    • IBM Planning Analytics for Excel (PAfE) 2.0.99 / 2.1.6
      October 31, 2024 | Bryan Wan
    • Supply Chain - Getting Starting with Advanced Analytics
      October 8, 2024 | Andrea Ludwig
    • Monthly Newsletter, October 2024
      October 7, 2024 | Priya Vinoth
    • Monthly Newsletter, September 2024
      September 3, 2024 | Priya Vinoth
    • Deep Dive: Watsonx.ai in Action with IBM Planning Analytics
      August 28, 2024 | Robin Stevens
    • IBM Planning Analytics Workspace (PAW) 2.0.98 / 2.1.5
      August 27, 2024 | Bryan Wan
    • The Sinper Crew Interview - Episode 1
      August 19, 2024 | Priya Vinoth
    • Cubewise Monthly Newsletter, August 2024
      August 5, 2024 | Cubewise
    • Unlock Excel Efficiency: Master Reversing Signage for Accurate Reporting
      August 2, 2024 | Cubewise
    • IBM Planning Analytics for Excel (PAfE)2.0.97.1
      July 30, 2024 | Bryan Wan
    • A Journey of Discovery: Sreeni Tata's Lightbulb Moment with IBM Planning Analytics (TM1)
      July 23, 2024 | Priya Vinoth
    • IBM Planning Analytics Workspace (PAW) 2.0.97 / 2.1.4
      July 23, 2024 | Bryan Wan
    • Using Apliqo UX beyond TM1 and Spreadsheets, welcome SQL
      July 5, 2024 | Bryan Wan
    • Real Stories of Lightbulb Moments with Joe Pusztai
      July 4, 2024 | Bryan Wan
    • Deep Dive: Master MDX: Dynamic Time Periods in Planning Analytics Workspace
      July 3, 2024 | Robin Stevens
    • Monthly Newsletter, July 2024
      July 2, 2024 | Bryan Wan
    • IBM Planning Analytics Workspace (PAW) 2.0.96 / 2.1.3
      June 20, 2024 | Bryan Wan
    • Deep Dive: Waterfall Charts in Planning Analytics Workspace
      June 19, 2024 | Robin Stevens
    • Case Study with Procon Analytics: Transitioning from Excel to a customized FP&A solution
      June 13, 2024 | Robin Stevens
    • Deep Dive: TM1Py and ChatGPT to analyse Financial Data in a TM1 cube
      June 9, 2024 | Robin Stevens
    • White Paper: AI and Data Science in a Functional Database
      June 4, 2024 | Robin Stevens
    • Case Study: Mid-Market Biotech Transforms Planning Process
      May 30, 2024 | Robin Stevens
    • Case Study: Leading Biopharma Scales Up with Planning Analytics
      May 30, 2024 | Robin Stevens
    • Video tutorials on new TurboIntegrator functions for TM1 v12
      May 29, 2024 | Bryan Wan
    • Tips and tricks to get the most out of Pulse 6
      May 28, 2024 | Bryan Wan
    • Monthly Newsletter, May 2024
      May 7, 2024 | Bryan Wan
    • Overcoming the Tyranny of Rationality
      May 7, 2024 | Robin Stevens
    • White Paper: FP&A For Financial Services Companies Beyond the Basics
      May 1, 2024 | Robin Stevens
    • IBM Planning Analytics Workspace (PAW) 2.0.95 / 2.1.2
      April 24, 2024 | Bryan Wan
    • Rocks from the River: an approach to harnessing complexity
      April 24, 2024 | Robin Stevens
    • Cost Allocations in FP&A Models
      April 24, 2024 | Robin Stevens
    • IBM Planning Analytics for Excel (PAfE) 2.0.95 / 2.1.2
      April 22, 2024 | Bryan Wan
    • Arc+ The most advanced developer experience for IBM Planning Analytics
      April 15, 2024 | Bryan Wan
    • FP&A For Biotechs
      April 4, 2024 | Robin Stevens
    • Hello, My name is Robin Stevens, and I am your TM1 Therapist!
      April 4, 2024 | Robin Stevens
    • Monthly Newsletter, April 2024
      April 4, 2024 | Bryan Wan
    • IBM Planning Analytics for Workspace (PAW) 2.0.94 / 2.1.1
      March 26, 2024 | Bryan Wan
    • Automated Testing for TM1 in Arc and Pulse
      March 26, 2024 | Bryan Wan
    • Building the Next Generation of Active Forms with Slice
      March 19, 2024 | Bryan Wan
    • IBM Planning Analytics for Workspace (PAW) 2.0.93
      March 5, 2024 | Bryan Wan
    • Monthly Newsletter, March 2024
      March 5, 2024 | Bryan Wan
    • How to Transition out of Excel as a Planning Tool
      February 28, 2024 | Robin Stevens
    • IBM Planning Analytics for Excel (PAfE) 2.0.93
      February 26, 2024 | Bryan Wan
    • Explore February's Insights with Cubewise EDU
      February 5, 2024 | Cubewise
    • Planning Analytics Workspace latest and greatest features
      January 21, 2024 | Cubewise
    • Cubewise EDU's January Newsletter
      January 15, 2024 | Cubewise
    • What's new in v2.0.92 for PAfE, PAW and TM1 Web
      December 22, 2023 | Cubewise
    • What's new in v2.0.9.19 for IBM Planning Analytics / v11.8.23 for TM1 Server
      December 22, 2023 | Cubewise
    • Lessons learned while migrating from Perspectives
      December 12, 2023 | Cubewise
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      December 4, 2023 | Cubewise
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      November 6, 2023 | Cubewise
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      September 30, 2023 | Cubewise
    • Level Up your Planning Model with Business Drivers
      September 13, 2023 | Robin Stevens
    • Marketing Planning, how to manage and aggregate dıfferent plans using PAW
      September 11, 2023 | Cubewise
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      September 4, 2023 | Cubewise
    • August Highlights: What's New at Cubewise EDU
      August 7, 2023 | Cubewise
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      July 11, 2023 | Cubewise
    • Cubewise EDU's July Newsletter
      July 3, 2023 | Cubewise
    • AI-Infused Demand Planning Powered by TM1py
      June 13, 2023 | Cubewise
    • Cubewise EDU's June Newsletter 2023
      June 5, 2023 | Cubewise
    • Rewind the State of Your Applications with Pulse
      May 8, 2023 | Cubewise
    • Cubewise EDU's May Newsletter 2023
      May 1, 2023 | Cubewise
    • TM1py: What's New and Awesome
      April 11, 2023 | Cubewise
    • Stay Updated: April 2023 Education Insights
      April 4, 2023 | Cubewise
    • MDX Nibbles - The Essentials
      March 15, 2023 | Cubewise
    • Cubewise Education March 2023 Newsletter
      March 6, 2023 | Cubewise
    • Make your analysis easier with PAW
      February 12, 2023 | Cubewise
    • Cubewise EDU's February Newsletter
      February 6, 2023 | Cubewise
    • Personalised Portfolio Management for High Net Worth Clients
      January 24, 2023 | Cubewise
    • Cubewise EDU's December Newsletter
      December 6, 2022 | Cubewise
    • Cubewise EDU's December Newsletter 2022
      December 6, 2022 | Cubewise
    • A learning experience: Improving Planning, Cloud and Managed Services
      November 29, 2022 | Cubewise
    • Your November 2022 Education Update: Trends and Highlights
      November 22, 2022 | Cubewise
    • Cubewise EDU's October Newsletter 2022
      October 3, 2022 | Cubewise
    • Cubewise EDU's September Newsletter 2022
      September 6, 2022 | Cubewise
    • A Solution for Consolidated Forward Weeks of Cover
      August 15, 2022 | Cubewise
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      August 1, 2022 | Cubewise
    • Inspiring The Next Generation: Student Internship with TM1 and TM1py
      July 18, 2022 | Cubewise
    • Cubewise EDU's June Newsletter 2022
      June 15, 2022 | Cubewise
    • Automatically set Excel to refresh data on writeback
      June 1, 2022 | Cubewise
    • Merged cells, repeat labels and label top cell… what are these Grouping Options?
      May 11, 2022 | Cubewise
    • Cubewise EDU's May Newsletter 2022
      May 11, 2022 | Cubewise
    • AI Forecasting in IBM Planning Analytics Workspace
      May 9, 2022 | Cubewise
    • Interview with Sheba Prakash
      April 26, 2022 | Cubewise
    • 10 Tips for More Efficient Development using Arc
      April 19, 2022 | Cubewise
    • Cubewise EDU's April Newsletter
      April 11, 2022 | Cubewise
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      March 31, 2022 | Cubewise
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      March 23, 2022 | Cubewise
    • Demand Planning with Demand Sensing using Supply Focus
      March 21, 2022 | Cubewise
    • How to build Active Forms with Hierarchies using Slice
      March 21, 2022 | Cubewise
    • What is TM1py
      March 21, 2022 | Cubewise
    • The future of the TM1 Server
      March 21, 2022 | Cubewise
    • The future of the time dimensions in the world of hierarchies
      March 21, 2022 | Cubewise
    • Advanced Rules Calculations
      March 21, 2022 | Cubewise
    • How to code faster and smarter with Arc
      March 21, 2022 | Cubewise
    • Data Science 101 for Finance Teams
      March 21, 2022 | Cubewise
    • Advanced UX Techniques
      March 21, 2022 | Cubewise
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      March 17, 2022 | Cubewise
    • Interview with Bobby Davidson
      March 17, 2022 | Cubewise
    • Interview with Glen Banks
      December 8, 2021 | Cubewise
    • How to create a Plan on Workspace
      December 3, 2021 | Cubewise
    • How TM1 Really Works
      December 1, 2021 | Cubewise
    • TM1 / Planning Analytics End of Support for Versions 2.0.8 and below
      April 28, 2021 | Cubewise
    • With growing interest, I keep getting asked “what exactly is the 'Cubewise EDU TM1 Developer Credential'”?
      April 22, 2021 | Cubewise
    • How to upgrade an action button from Perspectives to IBM Planning Analytics for Excel
      April 20, 2021 | Cubewise
    • Cubewise opens new office in Africa led by Ibrahima Ndiaye
      March 3, 2021 | Cubewise
    • Automated Testing in TM1
      December 16, 2020 | Cubewise
    • Changes to Element Security for MDX Subsets from v2.0.9.1
      June 18, 2020 | Cubewise
    • Cash is King - Why cash flow planning is a must
      June 15, 2020 | Cubewise
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      June 15, 2020 | Cubewise
    • 6 ways to improve your cash flow and working capital management
      June 15, 2020 | Cubewise
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      June 10, 2020 | Cubewise
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      June 1, 2020 | Cubewise
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      May 12, 2020 | Cubewise
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      February 2, 2020 | Cubewise
    • Improving rules performance with }StatsByRule - Part I
      December 17, 2019 | Cubewise
    • Tips - A discussion on innovation with Manny Perez in Sydney 2019
      December 1, 2019 | Cubewise
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      November 10, 2019 | Cubewise
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      November 7, 2019 | Cubewise
    • The Quick Fix - What is TM1 and Planning Analytics
      November 4, 2019 | Cubewise
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      October 21, 2019 | Cubewise
    • Tips - Embrace Excel using best practices [FRENCH]
      October 16, 2019 | Cubewise
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      October 16, 2019 | Cubewise
    • Why I love TM1 and Planning Analytics from Scott Wiltshire
      October 15, 2019 | Cubewise
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      October 1, 2019 | Cubewise
    • Press Release: Apliqo UX and Cubewise Canvas for TM1 to be offered as a single product
      September 19, 2019 | Cubewise
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      September 19, 2019 | Cubewise
    • Why I love TM1 and Planning Analytics from Tat Seng Wong
      September 10, 2019 | Cubewise
    • Why I love TM1 and Planning Analytics from Leslie Bodgan
      September 3, 2019 | Cubewise
    • Why I love TM1 and Planning Analytics from Anne-Marie Rodd
      August 26, 2019 | Cubewise
    • A Deep Dive into SANDBOXES
      July 26, 2019 | Cubewise
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      June 27, 2019 | Cubewise
    • Cubewise March to May 2019 Update
      June 21, 2019 | Cubewise
    • Cubewise Opens First Branch In Germany
      May 27, 2019 | Cubewise
    • Filter strings in bedrock
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      April 30, 2019 | Cubewise
    • List and Wildcard Functionality in bedrock
      April 24, 2019 | Cubewise
    • Changes in functions of rules and TIs from TM1 10.2 to PA
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    • A Detailed Look at Planning Analytics Workspace
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    • Cubewise February 2019 Update
      March 18, 2019 | Cubewise
    • Need to know essentials for Planning Analytics
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    • Cubewise January 2019 Update
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    • Cubewise December 2018 Update
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      December 20, 2018 | Cubewise
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    • Converting Perspectives Reports to PAx
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    • Technical implications when moving to PAL: A TM1 upgrade checklist
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