Join us for a day of Anaplan innovation tailored for your industry. During this exclusive event, Anaplan will share with you its platform innovation agenda and, together with its trusted partners, uncover new use cases relevant for your industry. It will also be a unique opportunity to network with your industry peers and learn from each other about your experiences with Anaplan.


Anaplan CRO Paul Melchiorre will kick-off the Financial services Innovation Day , highlighting Anaplan's journey in Financial Services and our commitment to the industry
Paul Melchiorre, Chief Revenue Officer, Anaplan
Platform Innovation
Anaplan CTO Michael Gould will cover Anaplan's agenda of platform innovations with a specific focus on specific functionalities of high impact in the financial services industry
Michael Gould, Chief Technology Officer, Anaplan
Parent vs Child: Different views in Insurance
The presentation aims to explore how Anaplan can achieve different views within a company (line vs company, branch vs parent etc) and to focus on the different views/objectives the different perspectives have. The projection model blends the financial and actuarial assumptions to achieve an internally consistent view of the business plan across the business. The presentation will also showcase how Anaplan is emerging as a RegTech solution platform and the potential it has to change the regulatory journey for the future.
Matthew Maguire, Partner, NMG Yuen Leng Chin, Principal, NMG
Compensation Planning and Modelling for Banking
In the banking world, regulators require increased transparency about compensation rules. Deteriorating cost-income ratios drive cost-cutting initiatives on compensation and at the same time attracting, retaining and rewarding talented professionals is a key success-factor. Banks need more agility and flexibility from the supporting technology to overcome these challenges. Learn how Anaplan's compensation modelling and planning for banking application help solve these technology challenges
Jonty Gethin, Senior Solution Consultant, Anaplan
Insurance Agency Performance Management
With Voiant’s Agency Performance Management solution powered by Anaplan, insurers can plan, manage, model, and optimize overall agency performance. In this session you will learn how Agency Performance Management can assist in leading agency success by increasing overall book of business profitability and agent sustainability with individual business planning at the agency level. Designed to work with your data while also integrated with Anaplan’s Planning, Budgeting, & Forecasting for Insurance to create a seamless view of top down targets tied to bottom up plans.
Bill Sorenson, Managing Director, Voiant Trevor Dunham, Senior Director, Voiant
Project Optimization for Financial Services
Financial Services companies need flexibility and agility in the collection , validation and aggregation / reporting of project data at any intersection of their business and up to the lowest level of granularity. The Anaplan performance management and planning platform allows them automate and shorten this painful process usually done in spreadsheets. In addition to generating the required outputs for the various stakeholders (auditors, lines of businesses, opex analysts, Group IS ,management committee) the Project Optimization model allows to simulate immediate change affecting the business such as what-if scenarios or restructuring of the value chain / line of business structure.
Mark Deprez, Head of EMEA Solution Consulting, Anaplan
Transfer Pricing for Financial services
As you'll have seen in the media, there has never been more focus on the transfer prices that large financial services multinationals apply. Tax authorities, regulators and internal stakeholders are asking more questions; yet many groups still execute using manual spreadsheets. As a result processes are inefficient and lack transparency. Join PwC as they talk about the art of the possible in this fast evolving space.
Steve Crook, Partner, PwC Peter Barlow, Director, PwC
Planning, Budgeting and Forecasting for Insurance
Insurance companies need flexibility and agility in the planning process to keep up with the changes in regulations and operating models in order to meet management needs. The Anaplan Planning, Budgeting & Forecasting application for Insurance combines a scalable planning and modeling platform with agile functionalities to enable business users to create driver-based budgets and simulations of an underwriting P&L.
Pierre Castelain, Solution Consultant, Anaplan
FLAOR Performance Management
Finance needs a more controllable, repeatable, and efficient rolling forecast process in order to bring more strategic business insights to senior management to enhance the business model. The current forecasting process is labour intensive and often spreadsheet based. With increasing information demands, multiple periodic forward-looking assessments and the need for enhanced analytical insights, the current forecasting process and tooling cannot sufficiently support the insurers business goals. Today’s planning is not only P&L based but also driven by the balance sheet and capital position, mainly caused by Solvency II. Therefore strategic capital planning is essential and should be in line with the FLAOR strategy.

As a result forward looking capabilities are becoming increasingly important for insurers. To be able to forecast, budget and plan with multiple scenarios is key for tomorrow’s insurer. Insurance companies are required to assess its material risks of all assets and liabilities and the accompanied capital requirements at least on an annual basis. Ideally continuously forecasting and planning capabilities are embedded within insurers, where ultimately the assessment links business planning with the insurers overall solvency needs.

Deloitte showcases its FLAOR app, which is a projection tool of the Solvency II balance sheet including Own Funds, individual risk components and P&L. Learn how the app can help embedding a robust FLAOR process in business planning, provide reliable and insightful figures and gain insights in individual risks, own funds and capital needs.

Marco Van Ackooj, Partner, Deloitte Hoa Lan Huang, Manager, Deloitte
Private Capital Transformation
The private capital market is facing immense pressure from regulators as well as investors for greater transparency as well as more audible processes. The over use of Excel is a key pain point and has become a top priority for fund and asset managers to eradicate. Lionpoint Group works with clients within the private capital industry to transform operations and bring in efficient processing of data leveraging best in class enabling technologies. See how we are partnering with Anaplan creating solutions to radically improve this sector.
Nick Moore, Executive Director, LionPoint Group Simon Preston, Director, LionPoint Group

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Financial Services Day

Thursday, 10 November

South Place Hotel