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AXA UK takes a transformational journey to better decision-making

A single source of truth for expense planning enables leadership to make financial decisions with customers in mind

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AXA UK provides insurance products to millions. Insurance customers are price-sensitive, so managing expenses helps to keep them happy. Replacing hundreds of spreadsheets with a single expense planning model in Anaplan has reduced errors, improved company-wide planning and forecasting, and enabled leadership to see how pricing decisions and other factors affect the customer base.


Our management … can see how pricing and other factors might affect our customer base.
Chris Huggins, Head of Center of Excellence for Anaplan, AXA UK

Hundreds

of expense-planning spreadsheets replaced with one Anaplan model

Daily

one-click data imports support timely management decisions

Unified

best practices enable business champions to achieve their goals


A financial advisor with curly hair and glasses sits at a table with an open laptop, speaking and gesturing with her hand while consulting a couple seated across from her.
A smiling couple sits together at a table during a meeting, listening to someone who is out of frame while holding hands and leaning forward with engaged expressions.

Chris Huggins, AXA UK: AXA UK provides retail and commercial insurance as well as health insurance.

The challenges AXA UK [are] facing at the moment in planning and performance are needing more detail to enable our management to make better-informed decisions.

Before we started using Anaplan, we would have hundreds of spreadsheets to put our expense planning numbers into. These people all now use one single Anaplan model, which is our expense planning model, and that's our single source of the truth.

This reduces the risk of error, and also gives us greater confidence in the numbers we're pulling forward for the rest of our planning process.

We bring data into our Anaplan models daily, which allows us to create reports that can go up to our management and they can see how pricing and other factors might affect our customer base. Now [that] we use Anaplan this can be done with the click of a button.

AXA UK is on a transformational journey. Our Anaplan Center of Excellence gives our Anaplan users a unified set of best practices and helps us support our business champions towards their Anaplan goals.

I'm Chris Huggins, Head of Center of Excellence for Anaplan at AXA UK, and we plan with Anaplan.