Sales performance management for financial services institutions

Download this datasheet to learn how Anaplan’s Sales Performance Management (SPM) suite helps you: 

• Unlock client intelligence: Analyze assets under management (AUM), profitability, and account potential in one unified view to uncover high-value, cross-sell opportunities. 
• Optimize advisor coverage: Align advisor and trading desk capacity with client demand to eliminate coverage gaps and maximize revenue growth. 
• Build equitable territories: Design data-driven territory and compensation plans that align with client value, boost productivity, and reduce attrition. 
• Forecast with confidence: Generate a single, defensible, AI-driven AUM and revenue forecast that seamlessly links advisory performance to finance and operations. 
• Adapt in real time: Instantly model "what-if" scenarios to pivot plans in response to market volatility, regulatory shifts, or advisor moves. 

Discover how Anaplan’s unified platform connects people, data, and plans to optimize your entire revenue lifecycle — from client segmentation to forecasting — and ensures your advisory, trading, and operations teams collaborate securely and move as a single unit.