Starting with its use by the military in World War II, the Systems approach to problems solving and planning found its way into the business field. In the U.S.A. this was partly due to the filter-down effect into many firms entering into long term contracts with the Department of Defense. In examining the use of Systems Analysis in corporate planning, there appeared to be a prominent gap in its general use in the financial services industry of which commercial banks are the most important segment. Theoretically, banks are ideal economic units to use mathematically oriented Operations Research. Therefore, an in-depth study of such an existing planning system as used in a major U.S. commercial bank was undertaken. Such a case study, it was hoped, would yield important information as to how to introduce such a planning system into a bank, the types of programs in which it appeared to have strengths and weaknesses, and its applicability to planning processes in commercial banking generally. Consequently, a series of interviews with the director of this planning activity, his staff, and other officers of the bank were conducted. In order to obtain the data used in this study, a pledge to maintain anonimity of the bank was required. So, in the balance of this presentation, it shall be known as ‘The Bank’.