Anaplan for Banking
Achieve growth and profitability in a world transformed by digitization, regulation and evolving customer expectations
Connected Planning in Banking
The new reality in banking
The future of decision making in banking
Featured solutions for banking
Connects Network Planning, Operations, Product Management, Branch Management, Workforce Planning, IT, Client Service, & Marketing to model investment / divestment scenarios in omnichannel banking environment
Allows Sales, Operations, Risk, Finance, and Client Service to apply their discrete modeling requirements while using real-time data and workflow with a “single source of truth” Data Hub
Overlays product portfolio profitability with forecast and actual channel performance, empowering distribution leaders to have better insight into channel partner performance and increased agility for sales effectiveness.
Integrates sales pipeline data from any CRM platform – including legacy systems. Increases CRM adoption and hygiene. Helps sales leaders improve forecasting and identifying white space and cross sell opportunities. Helps finance leaders plan and forecast regulatory requirements and reduce revenue volatility.
Integrates prospect/client activity across research and sales, allocating costs dynamically. Provides the transactional basis and documentation to help firms comply with MiFID II and other best interest & transparency requirements established by regulatory bodies.
Helps banks (and non-banks) build the strategic operational and financial scenarios to maximise the value from PSD2/Open Banking regulation, set to take effect in 2019.
The Connected Planning difference
Driver and assumption- based balance sheet forecasting, reflecting in real-time the impact on the bank’s financial statements and regulatory ratios of a change in macroeconomic assumptions.
Finance, risk management, and asset and liability management teams can collaborate on a single platform, bridging operational and finance in a one-number, real-time environment.
Optimize call center resources by predicting customer demands and improving customer satisfaction.
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See what our customers have to say
Global Tier 1 Bank
“With Anaplan we're now able to make changes to our global workforce plan in minutes what used to take weeks...We can now focus on what the numbers mean instead of just compiling figures.”
- VP Workforce Planning & Operations, Global Tier 1 Bank
“Four people manage compensation for the whole company. There’s no more need for the complicated email exchange that occurred in the past.”
- Global Head of Rewards and HR Technology, Travelex
“The Anaplan solution has allowed my team to model things quickly and has given us the confidence to rely on the outputs.”
- Head of Online Financial Strategy and Performance,