Why financial institutions should attend Hub17


The financial services industry faces turbulent market conditions fueled by new technology, the race to digitization, constantly changing regulations, and unstable political environments. That’s why now, more than ever, the industry needs to reinvent itself and adopt a forward-looking attitude. Strategic planning, forecasts, projections, “what-if” scenarios, and stress tests are not just buzzwords; they are at the core of performance and workforce optimization, headcount reduction, and finance transformation programs at banks, insurance companies, and investment management firms.

Because the industry has an overwhelming need for reinvention, Anaplan offers a compelling agenda for financial institutions at Anaplan Hub17, our global user conference, scheduled for March 27–29 in San Francisco. Whether you work in banking, insurance, or investment management, you’ll learn from your peers about the business benefits of leveraging Anaplan within your organizations. Here are just three of the nine breakout sessions geared for the financial services industry:

  • For a bank to provide a great customer experience, it needs an adequately resourced contact center. At Barclaycard, contact center demand varies from minute to minute, so managing failure risk requires complex modeling. Barclaycard’s Head of Planning and Workforce Management, Jas Thiara, will demonstrate how Anaplan brought simplicity and control to their workforce management processes that span around 15,000 full-time equivalent (FTE) employees across the company’s operations.
  • Insurance provider Royal & Sun Alliance (RSA Group) is a shining example of a storied legacy institution reinventing itself. You will hear from Andrew Dinwiddie, RSA Group’s Head of Financial Performance Management, as he explains how this 300-year-old multinational company has leveraged Anaplan over the last three years to transform its performance management culture and pursue best-in-class status.
  • Avant, an online lending platform, is disrupting the established financing market by using the Anaplan platform to lower the costs and barriers of consumer borrowing. Jerry Wu, Avant’s Portfolio Analytics Manager, will explain how the company leverages Anaplan to model cash flows generated by its portfolio of consumer loans and integrate credit performance with financial planning.

Other financial services–oriented sessions on the Hub17 agenda include:

  • Optimizing Insurance Operations Through Labor Planning, co-presented by Jeff Nelson, Head of Performance Analytics and Reporting at American Family Insurance, and Mitch Max, Partner at BetterVu.
  • Activity-Based Costing for Product Cost Detail, presented by Brian Mastropiero, AVP at GM Financial.
  • Financial Planning and Management Reporting in Real Estate, presented by Whitney Bassett, Manager of Financial Planning and Reporting at CNL Financial Group.
  • Value in Transparency: How Foresite Capital Uses Anaplan to Improve Fundamental Analysis and Scale for Tomorrow, presented by Noah Dennis, Investment Analyst at Foresite Capital.
  • Integrated Planning and Modeling for Private Capital, presented by Nick Moore, Executive Director at Lionpoint Group.
  • Drive Operational Efficiencies and Increase Transparency and Agility in HR with Anaplan’s Compensation Planning Solution, presented by myself and Matt Hardman, a Solutions Consultant at Anaplan

The Hub17 agenda also includes app demonstrations related to financial services, a new app showcase, roadmap presentations, and opportunities to network with fellow planners and executives from financial services companies. Explore the full Hub17 agenda, and register today.

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