On-demand Webinar

The Evolution of Constraint Based Planning at HSBC


The need for collaborative, agile, real time, integrated planning and scenario modelling in the financial services industry is paramount. This was reaffirmed during this webinar where an audience poll cited linking top down strategic planning to bottom up granular plans as the biggest challenge.

The role of the finance leader is evolving. Now is the time for finance leaders across banking and financial services to back their own transformational capabilities and take on a more strategic and valuable role.  

During this 60 minute webinar you will hear the HSBC case study, including how Board is supporting the evolution of its strategic planning process named ‘constraint based planning’. Rupert Kennedy-Alexander, Managing Director and Global Head of Strategic Planning, Analysis and Insight shares:

  • Why constraint based planning is important in a highly regulated market
  • How HSBC are creating a model that empowers its finance team to do their jobs better
  • Insight into the process and solution that guides management decision-making which dynamically optimizes the bank
  • Forward looking plans and lessons learned, including building the business case for new technology adoption, roll out and culture

In addition to the case study by HSBC, Neil Shah shares insight into the findings from a recent Board survey of over 100 finance leaders across the financial services industry.

Board is an associate member of UK Finance. The live webinar was originally hosted by UK Finance on the 9th of November 2021.


  • The Evolution of Constraint Based Planning at HSBC Image 1
    Rupert Kennedy-Alexander, Managing Director and Global Head of Strategic Planning, Analysis and Insight, HSBC HOLDINGS PLC

    Rupert Kennedy-Alexander is responsible for strategic and operational planning bank-wide, HSBC's monthly forecast, and financial executive MI for the Group Executive Committee. He is passionate about data & analytics, delivering new capabilities and building, mentoring and leading global high-performance teams.  Currently he is leading on a number of initiatives focused on transforming HSBC's planning and forecasting processes, deepening business analytics, and digital transformation of predictive and reporting capabilities. He is a seasoned finance professional who has held senior roles across several key markets and across many of the sub-disciplines of Finance, including serving in recent roles as Global Head of Business Performance, Wealth & Personal Banking, and Global CFO, Retail Banking & Wealth Management.


  • The Evolution of Constraint Based Planning at HSBC Image 2
    Jonathan Middleton, Director, Technology and Digital Policy Delivery Coordination, UK Finance

    Jonathan joined UK Finance in 2018 and oversees work on a range of topics including innovation, fintech, disruption, regtech and AI. Prior to joining UK Finance, Jonathan was Head of Technology Policy at the Government Digital Service in the UK Cabinet Office. He was primarily responsible for managing cross-government policy and technology standards for how departments bought, built and managed their technology estate. He also led work on emerging and disruptive technologies including distributed ledger, AR/VR, internet of things, and AI/machine learning.  Jonathan is a graduate of Oxford University and the University of London. He is also a Fellow of the Royal Asiatic Society.

  • The Evolution of Constraint Based Planning at HSBC Image 3
    Neil Shah, Head of Financial Services, Board

    Neil is Head of Financial Services at Board after having spent 8 years in EY’s Finance Consulting practice advising Financial Services firms on both regulatory and technology driven change. Neil has advised many clients on the digital transformation of their finance functions and now brings to Board a unique perspective on technology from both a client and alliance partner point of view.