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Anaplan for Banking

Orchestrating winning outcomes in banking and capital markets

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Read the new Forrester report: The Total Economic Impact™ of Anaplan

Third-party research findings uncover a 303% ROI over a 3-year period across a composite of multiple customers

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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:

  • Manage performance with agility
  • Deliver sales effectiveness
  • Achieve operational efficiencies
  • Plan for the workforce of the future

Solutions we provide

Performance management in banking

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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

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

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Strategic workforce planning in banking

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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