Banking & Financial services

Maximize the balance between risk and return. Find your path to sustainable growth.

Challenges facing today’s banking leaders, like high market volatility, rising costs, changing customer expectations, and evolving regulations, have a significant impact on your financial performance and key metrics like ROA, ROE, and ROTCE. To get ahead of roadblocks, increase operational resilience, enhance decision-making and minimize risk, you need to be able to plan faster and smarter, while connecting plans across your bank – from corporate finance to business units and functions (sales, HR, retail/commercial/corporate banking, etc.).

Maximize financial performance

Streamline your financial planning processes with comprehensive planning, budgeting, and forecasting. Say goodbye to manual, siloed planning by quickly modeling complex scenarios in real time. Minimize risk and better allocate capital and resources to drive ROE improvement and enable better decision-making.

Lead your bank to stronger results

Poor sales planning can drain your sales teams’ productivity and hurt your bank’s bottom line. To beat the competition, you need to rapidly adjust your go-to-market strategies to better serve your customers and hit your evolving strategic goals. Elevate your sales forecasting and incentive compensation planning to drive growth and keep your teams motivated.

Optimize workforce planning and branch strategy

Managing costs and creating a lean operating model, while still delivering exceptional service is key to success in a volatile banking environment. Get insights into what talent levers to pull so you can identify the right workforce for now and in the future.



Connect your business for better, faster decision-making

Finance

Unify your strategic, financial, and operational planning

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Sales and Marketing

Align your revenue strategy with sales and marketing execution

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HR

Optimize your workforce readiness to drive better outcomes

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"The traceability of data in Anaplan allows us to understand the driver-based cost allocation to a fine level of granularity."

Vice President, Financial Control Team, Mizuho Bank

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