Banking

Connected Planning for banks and capital market firms

Optimizing business performance in
banking and capital markets

Discover operational efficiencies, enable business optimization in distribution, and manage performance with agility. Banks and capital market firms face market uncertainties, regulatory pressure, and disrupting forces; customer demand is shifting, and both assets and costs are rising. Enter Connected Planning, the only planning solution that enables banks, asset managers, wealth managers, and alternative investment firms to continuously seek opportunities for efficiency, transformation, and performance.

Solutions we provide

Finance Chart

Performance management in banking

Drive agile financial and regulatory forecasting and better insights on profitability across divisions, lines of business, and operational entities.

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Distribution planning in wealth and asset management

Optimize sales plans, motivate financial advisors, and adapt distribution strategy to changing market dynamics.

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Workforce People

Strategic workforce planning in banking

Plan for the workforce of the future in a context of significant digital disruption and role changes in retail and investment banking.

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Customers we’ve helped

Satsuma improved business collaboration on reporting and increased time for analysis.

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MUFG Investor Services delivered carried interest calculations 85% faster.

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News to read


Forrester TEITM study

Define and manage commercial targets (vol, rev, trade spend,margin) across brands, channelsand customers.

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Forrester TEITM study

Define and manage commercial targets (vol, rev, trade spend,margin) across brands, channelsand customers.

See full report

Retail banking Financial Times survey

C-level survey across 50 retail banks around the world, business priorities, planning challenges, and Connected Planning benefits.

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Retail banking Financial Times survey

C-level survey across 50 retail banks around the world, business priorities, planning challenges, and Connected Planning benefits.

See research report

 The State of 
 Connected Planning 

Read about the biggest challenges facing retail planning professionals and their insights on solving them.

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 The State of 
 Connected Planning 

Read about the biggest challenges facing retail planning professionals and their insights on solving them.

See research study


Upcoming Events

Meet us and other customers at one of our conferences, trade shows, user group forums, or webinars.

Find upcoming events


Upcoming Events

Meet us and other customers at one of our conferences, trade shows, user group forums, or webinars.

Find upcoming events

Resources to explore

The Anaplan platform

The industry-leading, cloud-based platform to connect data, people, andplans across the enterprise.

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The Anaplan platform

The industry-leading, cloud-based platform to connect data, people, and plans across the enterprise.

Learn more

Anaplan App Hub

Accelerate your journey with 200+ pre-built planning models designed to solve your complex challenges.

Visit the App Hub

Anaplan App Hub

Accelerate your journey with 200+ pre-built planning models designed to solve your complex challenges.

Visit the App Hub

Partners

Over 175 consulting and technology partners help customers drive success with our solutions.

See our partners

Partners

Over 175 consulting and technology partners help customers drive success with our solutions.

See our partners