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
Revenue operations
Anaplan for Sales
Optimize go-to-market plans, motivate the right sales behaviours, and respond quickly to changing market dynamics.
Learn moreAnaplan for Marketing
Connect your marketing spend, resources, and campaigns to marketing performance and ROI.
Learn moreFinance transformation
Anaplan for Finance
Transform FP&A and empower finance teams to be more agile and strategic by connecting financial and operational plans.
Learn moreAnaplan for Workforce
Optimize workforce strategies and plans across front-office and back-office functions.
Learn moreSupply chain agility
Anaplan for Supply Chain
Drive speed and value-based decision-making in demand planning, supply planning, and S&OP.
Learn moreAnaplan for IT
Enable agile and collaborative planning of IT assets, resources, and projects
Learn moreCustomers we've helped
Tableau reduced workforceand sales planning time bytwo-thirds, boosting data visibilityand collaboration.
Read the customer story
Activision achieved 50% improvement in productivityfor trade promotions planning and management.
Activision achieved 50% improvement in productivity for trade promotions planning and management.
Autodesk’s sales planning and forecasting is 5X faster with Anaplan, enabling better,faster decisions.
Read the customer story