Financial and Business Services
Improve operational resilience. Boldly lead the market.
A better way to plan. A faster path to profitability.
Regulatory changes and consumer demands are evolving rapidly, forcing financial and business services organizations to embrace digital transformation to keep pace with the market. The competitive edge that will set leaders apart? The ability to quickly and accurately plan, forecast and report across lines of business. Let your insights become actionable steps on the journey to achieving better business outcomes.
Every industry is unique and so are your challenges
Tailored industry solutions to help you see, plan and lead your organization with confidence
- Banking
- Capital Markets
- Insurance
- Professional & Business Services
Banking
Increase profitability with real-time data for more precise planning, forecasting, and visibility into risk management and compliance. Understand the levers available to improve ROI and drive sustainable growth.
Capital Markets
Thrive in today’s volatile capital markets sector by empowering your people with better technology. Tap into real-time data and insights to minimize the effects of disruption and maximize returns.
Insurance
Minimizing risk is critical to success in the insurance industry. Have a single source of truth for your most critical data and enable intelligent forecasting to empower your people to make smarter decisions, faster.
Professional & Business Services
Success in the business services industry requires the agility to quickly pivot based on changing demand. Gain visibility into critical areas of your business, forecast based on accurate, real-time information, and drive stronger results.
See how leading financial and business services organizations plan with Anaplan
La Trobe Financial plans with Anaplan
“We can better see where we’ve come from, and then where we’re going. It means that we can run more efficiently.”
Chief Liquidity Officer
La Trobe Financial
Deloitte Germany plans with Anaplan
"Anaplan is a very integrated planning tool, where you have real-time access to any changes."
Head of Controlling
Deloitte Germany
valantic plans with Anaplan
"The key benefits of Anaplan are less manual work, more flexibility, more collaboration, more fun.”
Managing Director
Valantic
Generali plans with Anaplan
"I'm really proud with Anaplan to have in one year built a global strategic plan beginning from scratch. Without Anaplan, it would not be possible."
Strategic Financial Planning Director
Generali
- La Trobe Financial
- Deloitte Germany
- valantic
- Generali
Connect your business for better, faster decision-making
‘Its product roadmap takes into account the complexity of planning in enterprises and is dedicated to simplifying this process.’
2023 Forrester Wave™ for Sales Performance Management
Analyst and market research
“Anaplan has enabled more time to be spent with clients, which is how it should be.”
– Senior Vice President Finance for Global Operations, Marsh
“The traceability of data in Anaplan allows us to understand the driver-based cost allocation to a fine level of granularity at each step without having to ask the field.”
– Vice President, Financial Control Team, Mizuho Bank
“Anaplan has enabled us to create a differentiator out of what is usually considered a commodity service.”
— Head of Core Product, MUFG Investor Services
- Vena Energy
- Virgin Media 02
- Bayer
Start planning with
Anaplan
See a demo of our Connected Planning platform and unlock a
future of opportunities.