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
Performance management in banking
Drive agile financial and regulatory forecasting and better insights on profitability across divisions, lines of business, and operational entities.
Learn more
Distribution planning in wealth and asset management
Optimize sales plans, motivate financial advisors, and adapt distribution strategy to changing market dynamics.
Learn more
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.
Learn moreCustomers we’ve helped
Satsuma improved business collaboration on reporting and increased time for analysis.
Read the customer story
Read the customer story
News to read
Forrester TEITM study
Define and manage commercial targets (vol, rev, trade spend,margin) across brands, channelsand customers.
See full report
See full report
Forrester TEITM study
Define and manage commercial targets (vol, rev, trade spend,margin) across brands, channelsand customers.
See full report
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.
See research report
See research report
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
See research report
The State of
Connected Planning
Read about the biggest challenges facing retail planning professionals and their insights on solving them.
See research study
See research study
The State of
Connected Planning
Read about the biggest challenges facing retail planning professionals and their insights on solving them.
See research study
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
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
Find upcoming events
Resources to explore
The Anaplan platform
The industry-leading, cloud-based platform to connect data, people, andplans across the enterprise.
Learn more
Learn more
The Anaplan platform
The industry-leading, cloud-based platform to connect data, people, and plans across the enterprise.
Learn more
Learn more
Anaplan App Hub
Accelerate your journey with 200+ pre-built planning models designed to solve your complex challenges.
Visit the App Hub
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
Visit the App Hub
Partners
Over 175 consulting and technology partners help customers drive success with our solutions.
See our partners
See our partners
Partners
Over 175 consulting and technology partners help customers drive success with our solutions.
See our partners
See our partners
