Financial and Business Services

Improve operational resilience. Boldly lead the market.

A better way to plan. A faster path to profitability.

Regulatory changes and consumer demands are evolving rapidly, forcing financial and business services organizations to embrace digital transformation to keep pace with the market. The competitive edge that will set leaders apart? The ability to quickly and accurately plan, forecast and report across lines of business. Let your insights become actionable steps on the journey to achieving better business outcomes.

Every industry is unique and so are your challenges

Tailored industry solutions to help you see, plan and lead your organization with confidence


Increase profitability with real-time data for more precise planning, forecasting, and visibility into risk management and compliance. Understand the levers available to improve ROI and drive sustainable growth.

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Capital Markets

Thrive in today’s volatile capital markets sector by empowering your people with better technology. Tap into real-time data and insights to minimize the effects of disruption and maximize returns.

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Minimizing risk is critical to success in the insurance industry. Have a single source of truth for your most critical data and enable intelligent forecasting to empower your people to make smarter decisions, faster.

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Professional & Business Services

Success in the business services industry requires the agility to quickly pivot based on changing demand. Gain visibility into critical areas of your business, forecast based on accurate, real-time information, and drive stronger results.

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See how leading financial and business services organizations plan with Anaplan

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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‘Its product roadmap takes into account the complexity of planning in enterprises and is dedicated to simplifying this process.’

2023 Forrester Wave™ for Sales Performance Management

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Start planning with

See a demo of our Connected Planning platform and unlock a
future of opportunities.