For asset managers, insurers, and banks where governance is the product.
Multi-entity, multi-currency, multi-jurisdiction — with the governance that listed-company reporting and regulated environments demand. The financial-services groups running IDU plan, consolidate, and report on the same governed platform.
Budgeting has been streamlined, making it simpler and faster, with better oversight across the group.
IDU eliminated manual collation and gave us a single, reliable source of truth for our budgets.
IDU-Concept transformed our budgeting process — faster, more accurate, far more transparent.
Why financial services demands more than a planning tool.
Three forces define how financial-services groups plan. Each makes spreadsheets break sooner; together they make it untenable.
Regulatory pressure, always rising
New disclosures, new reporting requirements, new sustainability metrics — every year adds another expectation. The planning cycle has to absorb them without rebuilding the model from scratch.
Multi-entity, multi-currency
Insurers, fund managers, and banks run subsidiaries across jurisdictions and currencies — often well beyond their home market. Group consolidation, intercompany elimination, and FX translation can’t be a quarterly fire drill.
Enterprise-grade FP&A
External scrutiny doesn’t care that "the budget is just management". Every figure that informs strategy or disclosure ends up reviewed. The plan has to hold up to the same governance bar as the close.
Governed planning and consolidation, end to end.
Multi-entity consolidation
Subsidiaries submit in their own currency and chart. IDU matches intercompany, applies FX translation, and produces the group view in one platform — no separate consolidation engine.
Listed-company governance
Every adjustment timestamped, attributed, and preserved. Role-based access, encrypted in transit and at rest, hosted on Microsoft Azure. Access scoped by entity, region, and function.
Reporting from group to GL
Drill from group total to subsidiary line to GL transaction. Variance, scenario, and disclosure packs reproducible at every cycle without rebuilding from scratch.
FAQs about financial services with IDU.
Does IDU support multi-entity consolidation natively?
Yes. IDU consolidates across entities natively — intercompany matching, currency translation at the line, multiple consolidation hierarchies (legal, management, segment) running in parallel from the same dataset.
Can IDU meet our regulatory and governance obligations?
Every adjustment is timestamped, attributed, and preserved. Role-based access is scoped by entity, region, and function. Encrypted at rest and in transit, hosted on Microsoft Azure, with POPIA-aligned data practices. Listed and regulated financial-services groups run their planning and consolidation on IDU today.
Can IDU meet our regulatory and audit obligations?
Every adjustment is timestamped, attributed, and preserved. Role-based access is scoped by entity, region, and function. Encrypted at rest and in transit, hosted on Microsoft Azure, with POPIA-aligned data practices. Groups serving FSCA, SARB, and listed-company audits run their planning and consolidation on IDU today.
How does IDU handle driver-based modelling for financial services?
Drivers are first-class in IDU. Volumes, ratios, fee schedules, rate assumptions and product-level inputs all flow through configurable models. When a driver changes, the dependent figures recalculate — every change preserved.
How does IDU handle driver-based modelling for insurance and asset management?
Drivers are first-class in IDU. Premium volumes, claims ratios, AUM, fee schedules, and NII curve points all flow through configurable models. When the driver changes, the dependent figures recalculate — audit trail preserved.
How long does implementation take for a multi-entity group?
Most financial-services groups go live across the group in roughly 6–8 weeks. IDU reads each entity’s existing chart of accounts directly — no rebuild from scratch.
Featured stories from financial services.
Old Mutual
Group budgeting streamlined — simpler, faster, with better oversight across the group.
Sanlam
Manual collation eliminated. A single, reliable source of truth for budgets across one of Africa’s largest insurers.
Coronation Fund Managers
Ease of use drives IDU adoption across one of South Africa’s leading fund managers.
MMI Group
Streamlined budgeting and reporting with IDU-Concept across the Momentum Metropolitan group.
The platform your CFO trusts and your regulators take in stride.
See IDU run a group cycle in one governed environment — multi-currency, multi-entity, every change preserved. Book a session and see IDU in action, live.