INDUSTRIES → Financial Services

Give Finance a Clearer View Across Every Entity

Standardise planning across the business while keeping the detail needed for accurate forecasting and consolidation.

THE PLANNING PROBLEM IN FINANCIAL SERVICES

Bring Complexity Into One Connected View

Entity-Level Complexity

Multiple entities and structures can make it harder to maintain one consistent planning view.

Planning Consistency

Different processes and assumptions can create gaps between plans across the business.

Forecasting & Consolidation

Finance needs the right level of detail without losing a clear view of the overall business.

WHICH SOLUTIONS APPLY HERE

Connect Financial Planning Across the Business

Financial Consolidation

Multiple entities, multiple regulators, one group close. Standardise submissions and eliminations across jurisdictions without losing the local detail regulators expect.

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FP&A

Plan by product, channel, and entity at once. Connect budgets and forecasts to the P&L cuts your board and your regulators both ask for.

End-to-End Implementation

Built for what doesn't fit a standard shape - regulatory capital, provisioning, or a planning process specific to how your institution is structured.

FAQ'S

Everything you need to know before getting started

Can't find what you're looking for? Talk to us.

Multiple entities, different planning processes, and the need for detailed financial information can make it difficult to maintain one connected view.

Yes, Anaplan can help bring planning across entities into a connected environment while maintaining the required level of detail.

Yes, Budgets, forecasts, and scenarios can be brought together in one connected planning process.

Yes, Financial Consolidation can standardise entity-level submissions and bring them together into a clearer group-level view.

Yes, EliteEPM can help organisations improve and extend existing Anaplan environments as their planning requirements evolve.

Yes, Scenario modelling can help finance teams assess the potential impact of changing assumptions and business conditions.

Can Your Planning Keep Up With the Complexity of Your Business?

Multiple entities, changing assumptions, and detailed financial requirements can make planning harder to connect. Tell us where your planning needs to go next, and we'll tell you where we can help.

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