Banking and financial sector

"The highly experienced team of UPPER Network turned the business requirements from marketers into a fit for purpose budget planning and management tool."

A budget planning and management tool for the marketing divisions across Europe

The challenge:

  • Implement a tool that would help Invesco‘s marketing team to optimize their budgeting and internal expenses monitoring processes
  • Increase the effectiveness of the time-consuming reconciliation process
  • Keep the Forecast of remaining marketing budget up-to-date


The solution:

  • Implementation of MARMIND as an user friendly tool to support the planning and management of the marketing budgets across a certain geographic area
  • Better deploy and scale resources
  • Support the marketing division to manage their expenditures
  • Provide better and faster visibility on financial resources usage
  • Provide a far better reporting tool set


The benefits:

  • User friendly and time saving capturing of budget as well as planned, committed (scheduled) and actual expenditures
  • Up-to-date and accurate forecast of marketing spending per country and consolidated for a certain geographic area to facilitate the management of marketing budgets
  • Management dashboard and reports for real time insight on committed financial resources, remaining budget and forecast from local marketing up to EMEA total

Do you need further information about us or do you want to fix an appointment for non-binding personal consultation?

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