Anaplan for Financial Services
Anaplan supports financial services organisations to keep pace with new regulations and use scenario-based information for agile decision-making. Financial services businesses can plan continuously and make decisions in real-time.
Financial services organisations have already undergone significant changes in recent years, but there is certainly more to come. With Anaplan, you can collaborate and innovate across all your plans, budgets, forecasts, and models – with data connected in one system.
Greater collaboration
Anaplan’s platform helps financial services organisations solve planning, forecasting, and reporting challenges in many different areas of the business—whether it’s finance, risk, actuary, operations, HR, distribution, or marketing. Its cloud architecture supports collaboration across the organisation to streamline the planning process.
Stay compliant
In times of significant change, new regulations, currency fluctuations, inflation and access to skills, Anaplan provides scenario modelling and forward-looking planning functionality that allows you to drive value beyond compliance for use cases such as balance sheet forecasting and stress testing in banking, or IFRS17 in insurance.
Accurate forecasting
Anaplan leverages artificial intelligence and machine-learning technologies to facilitate rapid, ongoing planning while incorporating data and drivers from both inside and outside of the company. to support more accurate forecasts and accelerate decision making. You can now plan continuously and make decisions in real-time.
Deliver innovation
The need for rapid and ongoing innovation impacts every component of banking, from new product development, new ways to deliver services and provide customer support, to back-office process rethinking that changes entire banking models. Personalisation is becoming an important component of the overall customer journey.
Drive agile financial and operational performance with a planning solution that enables leaders to collaborate and plan in real-time. To learn more about Anaplan for Financial Services, read our product sheet.
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Bedford Consulting is an Anaplan Solution Advisory and Delivery Partner
With certified expertise across all eight functional and industry specialisations, our consultants are considered world-leading experts. This certification recognises our ability to drive high-value transformation and deliver exceptional customer success. We have been recognised as Anaplan EMEA Partner of the Year every year since its inception in 2015.
