Quickly adapt to market change
Perform scenario analysis and gain key insights in real time. With faster planning and reporting, our customers improved forecast accuracy by up to 20%.
Finance planning transformation for financial services
Connected finance for maximized financial performance
Pivot and adapt to market changes while minimizing risk with AI-infused finance planning solutions for financial services.
Top financial services companies plan with Anaplan
From strategy and planning to action — drive business performance with finance, connected
Finance planning transformation unifies your corporate and business unit finance teams on a single platform to align strategic, financial, and operational goals.
Our financial planning solutions have you covered and connected
Whether you’re in insurance, banking, or asset management, transform your financial planning to optimize decision-making and reduce risk.
Why do 250+ financial services companies choose Anaplan?
- 60% reduction in time taken to complete the planning cycles at Markel
- 3x faster expense reporting at Unum
- 50% less time required to compile budget data at Mizuho Bank
- Two days to two hours to produce monthly portfolio and asset-mix reports at La Trobe Financial
- Automated consolidation frees up time for analysis at AXA Germany
“We save 6,000 working hours a year with Anaplan, most of which had been spent collecting data, performing calculations, and reporting in spreadsheets.”
- Meredith Albright, Managing Director, Financial Planning, Markel
6,000 hours
saved annually by the finance department
“Increasingly, value isn’t driven by knowing how things work. It’s driven by knowing how things work together.”
Jack McGarry, Group CFO, Unum
“The traceability of data in Anaplan allows us to understand the driver-based cost allocation to a fine level of granularity.”
Mayu Izumi, Vice President, Financial Control Team, Mizuho Bank
17% reduction
in expense ratio, attributed in part to Anaplan use
“We can better see where we’ve come from, and then where we’re going. It means that we can run more efficiently.”
- Gary Bell, Chief Liquidity Officer, La Trobe Financial
50% faster
trade settlement, thanks to accelerated decision-making
“Previously, we would spend weeks consolidating and preparing data to create P&L statements, but now we can see consolidated results in a matter of days.”
- Linnart Ruser, Financial Operations Lead, AXA Germany
100% reliable
data and calculations gives financial planners greater confidence
Discover the platform financial services leaders trust.
Be the next.
250+ financial services firms rely on Anaplan to build a modern, connected enterprise. Shouldn’t you?
