Banking

Navigate market change. Minimize risk.

AI-infused scenario planning and analysis solutions for banks.

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Proof is in the numbers

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250+

financial services customers around the globe

Up to 40%

increase in planning team productivity

Up to 20%

improvement in forecast accuracy

Strike the perfect balance between
risk and returns

Disconnected planning slows your response to market changes, hurting key metrics like NIM, ROE, and ROTCE. Stay ahead of market volatility with a platform that aligns institutional goals, improves resource allocation, and supports long-term success.

Find out how

From finance and workforce to sales and marketing, our solutions have you covered and connected

Increase operational resilience and optimize decision-making by breaking down silos across your bank’s critical business functions.

Financial planning and analysis (FP&A)

Unify your finance teams on a single platform to align strategic, financial, and operational drivers and drive ROE improvement.

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Net interest margin (NIM) planning

Forecast loans, deposits, and fee income at the client and product subsegment level, ensuring a clear connection to business and macroeconomic drivers.

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Expense planning

Plan and forecast non-interest expenses in alignment with the income plan. Monitor cost targets and profitability at a granular level while enhancing transparency in corporate cost allocation.

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Headcount planning

Estimate and monitor headcount expenses to ensure alignment with income and expense plans, while evaluating headcount decisions effectively.

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Capital planning

Model liquidity and capital ratios to forecast your balance sheet across various scenarios, ensuring compliance with regulatory requirements.

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Long-range planning

Develop strategic plans that assess financial impacts under evolving scenarios, ensuring alignment with income, expense, workforce, and capital planning.

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Cost allocations

Enable driver-based allocations by lines of business and products (e.g., mortgages, loans, etc.) and support an activity-based costing methodology.

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Financial consolidation and reporting

Transform your regulatory processes, consolidation, and financial reporting with our scalable, no-code platform designed for business users.

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Financial consolidation

Streamline processes, ensure precise consolidation, and eliminate manual errors for confidence and trust.

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Disclosure management

Ensure compliance, simplify financial and narrative reporting, and produce accurate and timely disclosures.

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Financial reporting

Take Excel to another level with Anaplan XL Reporting for fast, flexible, intuitive technology designed for business users.

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Sales and marketing

Create a modern and connected sales and distribution team to enable effective go-to-market planning and execution.

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Incentive compensation management

Quickly create and optimize incentive compensation plans – including variable incentives and employee bonuses – that drive growth and align with your corporate goals.

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Marketing performance management

Maximize your impact by strategically aligning your budget with real-time revenue insights and audience engagement metrics to drive better marketing performance.

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HR and workforce

Gain valuable insights into top talent strategies to help you plan and optimize your workforce for both current needs and future growth.

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Operational workforce planning

Align your hiring plan with budgets and growth projections, ensuring flexibility for each business unit while minimizing budget variances.

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Workforce capacity planning

Analyze transaction volume trends for agent capacity and skills, develop accurate contact center forecasts, and enhance SLA and NPS monitoring through optimal alignment.

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Branch planning

Assess the impact branch openings and closures have on headcount, costs, service levels, and profitability, while modeling workforce and skills demand to prevent over- or understaffing.

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Strategic workforce planning

Evaluate workforce needs against your business strategies and initiatives, identify future talent gaps, and assess changes to talent programs, hiring, mobility, retirement, and turnover.

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Why do leading banks choose Anaplan?

Mizuho Bank

50% less time required to compile budget data frees up time for more valuable work

FP&A makes faster decision-making possible at one of the world’s largest banks
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Optimized staffing model saves millions while reducing risk for Fortune 500 bank
Leading UK Bank

Leading bank improves overall forecast accuracy from over 12% deviation to 5% and below

Featured resources

Best practices and valuable insights to help you drive sustainable growth and minimize risk in today’s competitive banking environment.

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Blog

Transforming financial planning and analysis — an interview with JPMorgan Chase

Anaplan white paper on strategic workforce blueprinting for banks. The text highlights workforce optimization and cost-saving strategies, with an image of three professionals in discussion at a conference table.

White paper

A banking leader’s guide to strategic workforce blueprinting

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Datasheet

Financial planning transformation for banking
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Research report

What is top of mind for today’s banking finance leaders?
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Banking

Improve your bank’s contact center to better handle fraud
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Strategic Workforce Blueprinting for Banking
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Navigating Interest Rate Changes: Optimizing Mortgage Product Planning

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