• White Paper

State of Connected Planning at a glance:
Financial services industry

Read about the biggest challenges facing planning professionals in financial services and their insights on solving them.

What’s the state of planning in financial services?

Our annual benchmarking report, The State of Connected Planning, investigates how leading organizations accelerate business value through Connected Planning. We surveyed over 1,000 planning professionals across all business functions in 45 countries and 18 industries to uncover leading planning trends.

This financial services-focused brief contains:

  • Key findings from financial services industry (FSI) professionals
  • Challenges faced by FSI planners
  • How they believe they can improve their planning processes

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