Nationwide Building Society Chooses Board for Intelligent Planning

Board, a global provider of Intelligent Planning Solutions which help organizations plan smarter, enabling actionable insights and better outcomes, announced it has been selected by Nationwide, the world’s “largest” Building Society, in order “to transform financial planning.”

Nationwide decided on Intelligent Planning from Board, in “a joint proposition for financial planning transformation delivered alongside advisory partner, KPMG.”

Louise Pierrepont, Head of Future Capability and Operations at Nationwide Building Society, said:

“Intelligent Planning from Board enables Nationwide to transform vital financial planning across multiple use cases, delivering better insights for our teams, and ultimately better outcomes for Nationwide’s members. Board’s Intelligent Planning capabilities, combined with the commitment and expertise of the Board team, impressed us as the right fit for Nationwide and our members.”

Marco Limena, CEO of Board, said:

“We are delighted Board has been chosen to deliver on Nationwide’s transformative vision for financial planning. Board’s selection by the world’s biggest building society shows how the power of Intelligent Planning is the go-to choice for leading brands worldwide seeking to plan smarter and drive better outcomes, as they transform vital business planning across strategy, finance and operations.”

Minochehr Vania, Partner at KPMG UK, said:

“We are excited to be working together with Board, in a joint proposition for financial planning transformation with Nationwide. Board’s well-established Intelligent Planning expertise aligns with Nationwide’s goals as they plan, transform and grow in today’s evolving business environment.”

The new customer agreement between Board and Nationwide “focuses on replacing and transforming planning processes and systems.”

End users are now “prioritized with access to one single source of the truth via Board’s Intelligent Planning platform, reducing information silos, with a more integrated and intuitive approach to vital business planning across the organization.”

As noted in the update, Nationwide claims it is “the world’s largest building society. It is owned by its 16 million members and exists to serve their needs.”

The Society is one of the UK’s largest providers “for mortgages, savings and current accounts, as well as being a major provider of ISAs, credit cards, personal loans, insurance and investments.”

As a mutual organization, Nationwide Building Society “uses its unique position to help rebuild society by making a positive difference to the lives of its members and the communities in which they live.”

It is why Nationwide still “values a branch network, supports communities through charitable grants, and places a premium on helping people thrive financially – whether helping them into a home of their own or giving them the financial support they need.”


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