Buyer’s kit for Financial Services leaders

If you’re a leader in the Financial Services industry searching for the best planning tool for your organisation, you’ve come to the right place.

Agile financial services organisations tend to have people plan more frequently, put more of their plans into action and leverage planning technology more effectively.

Across the industry, financial services businesses are recognising the need for accurate and timely insights to support decision-making in their rapidly changing environment. These organisations are more prepared for opportunities or threats, from a position of strength.

We have helped thousands of buyers in the Financial Services industry answer the common questions that people have when investing in a planning tool for their organisation.

This Buyer’s Kit has been designed to help you make an informed purchasing decision as well as guide you through the selection process for a planning tool.

What is included in your kit:

A software checklist to help you explore specific key features of Anaplan to support your organisation’s growth.
Demo videos to see the Anaplan platform in action
Product sheet(s)
FP&A checklist to evaluate Anaplan against other vendors to make an informed choice
A document to help identify triggers of when to upgrade from legacy systems
Relatable customer success stories
RFP template(s) to help you define and draft your project requirements

Anaplan Buyers Guide for Financial Services

Access our buyer’s kit for Financial Services today

“Anaplan’s flexible platform will help us standardise nimble performance management processes that not only support our teams, but help us meet new opportunities as we continue to grow.”

Niels Drukarczyk, Bitpanda

“We spend our time differently. We’ve moved from being a reactive enterprise to a proactive one. We can now do ROI analysis that we couldn’t do before.”

Jennifer Pearson, Freetrade

“Since implementing Anaplan for FP&A at Wise, we have been able to considerably reduce time spent on manual tasks and it has enabled us to spend more time analysing our data as well as allowing the team to work on models simultaneously, without worrying about version control. We chose Bedford Consulting to support us with our implementation, our consultant was knowledgeable and helpful and supported the build of some particularly sophisticated models.”

Dhruv Chahda, Wise

“Our goal at Bitpanda is to break down barriers to trading and help people around the world feel empowered and informed when it comes to investing. Expansion is a big part of that goal and we believe Anaplan’s flexible platform will help us standardise nimble performance management processes that not only support our teams, but help us meet new opportunities as we continue to grow.”

Niels Drukarczyk, Bitpanda