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
Drive agile financial and regulatory forecasting and better insights on profitability across divisions, lines of business, and operational entities.
Learn moreDistribution planning in wealth and asset management
Optimize sales plans, motivate financial advisors, and adapt distribution strategy to changing market dynamics.
Learn moreStrategic 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.
Learn moreCustomers we've helped
Satsuma improved business collaboration on reporting and increased time for analysis.
Read the customer story