Banking & Financial services

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

Your challenges as a banking leader are many. From market volatility and fintech disruption, to evolving regulations and skyrocketing customer expectations. These place significant pressure on financial performance, including your capital adequacy, liquidity and efficiency ratios, and your ROA/ROE/ROTCE. To navigate complexity and come out ahead of the competition, you need the agility to plan for multiple scenarios in real-time to better understand your operations, workforce capacity, portfolio and profitability.

Increase profitability with data-driven insights

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Capitalize on market opportunities by leveraging data across your bank. Improve planning for line of business and products (mortgages, credit cards, deposits, etc.) and consolidate budgets and forecasts from various business units, entities and cost centers with ease. Quickly conduct scenario modeling and stress testing to ensure profitability.

Lead your bank to stronger results

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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

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To succeed in a profit-squeezed banking environment, managing your costs and creating a lean operating model is key. This requires the right workforce – both now and into the future. To make this happen, you need to understand exactly what talent levers you can pull and how to optimize your workforce costs while delivering exceptional customer service.

Connect your business for better, faster decision-making

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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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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

Insights and perspectives

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