Satsuma removes operational complexity and improves loan management with Anaplan

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UK-based loan provider Satsuma replaced spreadsheet-driven forecasting with Anaplan, and now spends less time gathering numbers and more time analyzing company performance. With more accurate, reliable numbers, finance can “advise the business with integrity and build trust with executive leadership.”

Understanding the impact of scenarios on our business performance is a critical component of long-term success—and Anaplan gave us the capabilities to do this.

Head of Online Financial Strategy and Performance


As a financial services business providing “short term loans,” Satsuma needed its financial planning and analysis (FP&A) team to have the right capabilities to understand business performance and drive investor value. However, executing forecasting and modeling activities within Excel® quickly reached a technical ceiling—limiting the flexibility, dimensionality, and granularity needed to drive performance and achieve financial objectives. This turned activities such as loan portfolio modeling and scenario modeling into a frustrating and time-consuming process.


Satsuma implemented Anaplan’s cloud-based platform for financial planning, loan performance management, and scenario modeling. After successfully building its new structure for financial modeling in just four months, the team also began to use the platform for its formal budget cycles and corporate reporting—and quickly rolled it out to other use cases in the organization.


Equipped with a high-performance planning platform, Satsuma now manages financial performance through detailed corporate reporting and regularly updated rolling forecasts. Improved scenario modeling helps support the business in understanding which investments drive the highest value and positively impact financial performance. This renewed confidence and access to transparent data has enabled the finance team to better advise the business with integrity and build trust with executive leadership.

Why Anaplan

The flexibility and capabilities of Anaplan’s cloud-native planning platform have allowed Satsuma to model scenarios quickly, perform complex loan performance management, and support granular data insight and performance management. The unconstrained, scalable platform allows the finance team to collaborate more efficiently—within the team and throughout the entire business.

Eleanor Thornhill, Head of Online Financial Strategy and Performance at Satsuma, discusses how implementing the Anaplan platform allowed her finance team to gain unprecedented level of data granularity when it comes to managing loans performance.