Solution

Anaplan
Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. Organizations use Anaplan to run Anaplan, PlanIQ, Anaplan Workflow, and related products, as part of a broader software estate.
All Anaplan customer value stories (93)
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ABN AMRO
ABN AMRO runs banking operations on Anaplan so ownership is obvious when work stalls.
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Afterpay
In Australia, Afterpay relies on Anaplan for banking operations.
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Airwallex
Connected Planning became the place Airwallex uses to move policies and claims through a system designed for carriers.
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American Express
A Anaplan Workflow rollout at American Express took insurance operations out of inboxes and into a named queue.
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Apollo Global Management
Apollo Global Management standardized financial planning on Anaplan instead of keeping parallel copies.
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Aviva
When financial planning outgrew homegrown tracking, Aviva brought in Anaplan.
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Bank of New York Mellon
Underwriters and claims handlers at Bank of New York Mellon review policy and claims in Anaplan Modeling rather than in personal files.
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Barclays
When financial planning outgrew homegrown tracking, Barclays brought in Anaplan.
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BBVA
Anaplan Workflow sits in the daily path at BBVA, especially for underwriters and claims handlers.
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Binance
When financial planning outgrew homegrown tracking, Binance brought in Anaplan.
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Blackstone
PlanIQ became the place Blackstone uses to move policies and claims through a system designed for carriers.
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Bloomberg
When financial planning outgrew homegrown tracking, Bloomberg brought in Anaplan.
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BPCE
When financial planning outgrew homegrown tracking, BPCE brought in Anaplan.
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Brex
Financials teams at Brex treat Anaplan as the working layer for banking operations.
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Capital One
When financial planning outgrew homegrown tracking, Capital One brought in Anaplan.
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Carlyle Group
Anaplan Workflow sits in the daily path at Carlyle Group, especially for underwriters and claims handlers.
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Cboe Global Markets
Connected Planning sits in the daily path at Cboe Global Markets, especially for underwriters and claims handlers.
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Charles Schwab
Underwriters and claims handlers at Charles Schwab review policy and claims in Anaplan Modeling rather than in personal files.
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Checkout
Anaplan Workflow became the place Checkout uses to move policies and claims through a system designed for carriers.
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Citigroup
Underwriters and claims handlers at Citigroup review policy and claims in Anaplan rather than in personal files.
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Citizens Financial
Anaplan sits in the daily path at Citizens Financial, especially for underwriters and claims handlers.
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Coinbase
Coinbase runs banking operations on Anaplan so ownership is obvious when work stalls.
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Credit Suisse
Financials teams at Credit Suisse treat Anaplan as the working layer for banking operations.
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Danske Bank
Danske Bank runs banking operations on Anaplan so ownership is obvious when work stalls.
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Deloitte
When financial planning outgrew homegrown tracking, Deloitte brought in Anaplan.
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Deutsche Bank
Shared Connected Planning workspaces help Deutsche Bank keep planning and forecasting honest across teams.
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Deutsche Boerse
Anaplan became the place Deutsche Boerse uses to move policies and claims through a system designed for carriers.
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Discover Financial
Anaplan Modeling sits in the daily path at Discover Financial, especially for underwriters and claims handlers.
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Euronext
When financial planning outgrew homegrown tracking, Euronext brought in Anaplan.
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FactSet
FactSet standardized financial planning on Anaplan instead of keeping parallel copies.
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Fiserv
Fiserv uses Anaplan Modeling to build plans that operations can update without a new spreadsheet every cycle.
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Fitch Group
Fitch Group standardized financial planning on Anaplan instead of keeping parallel copies.
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Flywire
Flywire asked for a cleaner operating picture of core processing. Anaplan is what they run.
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Goldman
Connected Planning sits in the daily path at Goldman, especially for underwriters and claims handlers.
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Gulf Bank
Financials teams at Gulf Bank treat Anaplan as the working layer for banking operations.
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Handelsbanken
Shared Anaplan Modeling workspaces help Handelsbanken keep planning and forecasting honest across teams.
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ING
ING folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.
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Intercontinental Exchange
Intercontinental Exchange standardized financial planning on Anaplan instead of keeping parallel copies.
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Jack Henry
Shared Connected Planning workspaces help Jack Henry keep planning and forecasting honest across teams.
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KeyCorp
Teams at KeyCorp moved core processing onto Anaplan after local tools started to collide.
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KKR
Teams at KKR moved core processing onto Anaplan after local tools started to collide.
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Klarna
Financials teams at Klarna treat Anaplan as the working layer for banking operations.
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Kraken
A PlanIQ rollout at Kraken took insurance operations out of inboxes and into a named queue.
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Liberty Mutual
Liberty Mutual asked for a cleaner operating picture of core processing. Anaplan is what they run.
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London Stock Exchange Group
Shared Anaplan Modeling workspaces help London Stock Exchange Group keep planning and forecasting honest across teams.
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M&T Bank
Financials teams at M&T Bank treat Anaplan as the working layer for banking operations.
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Marqeta
A PlanIQ rollout at Marqeta took insurance operations out of inboxes and into a named queue.
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Massachusetts Mutual
Connected Planning became the place Massachusetts Mutual uses to move policies and claims through a system designed for carriers.
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Mastercard
Mastercard asked for a cleaner operating picture of core processing. Anaplan is what they run.
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MetLife
When financial planning outgrew homegrown tracking, MetLife brought in Anaplan.
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Mollie
Connected Planning became the place Mollie uses to move policies and claims through a system designed for carriers.
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Monzo
Anaplan became the place Monzo uses to move policies and claims through a system designed for carriers.
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Moody's
Shared Anaplan workspaces help Moody's keep planning and forecasting honest across teams.
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Morgan Stanley
Anaplan became the place Morgan Stanley uses to move policies and claims through a system designed for carriers.
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Morningstar
In the United States, Morningstar relies on Anaplan for banking operations.
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N26
Anaplan is how N26 keeps financial planning visible to people who have to act on it.
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Nasdaq
Nasdaq runs banking operations on Anaplan so ownership is obvious when work stalls.
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NatWest Group
NatWest Group folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.
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neoleap
Anaplan sits in the daily path at neoleap, especially for underwriters and claims handlers.
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New York Life
New York Life asked for a cleaner operating picture of core processing. Anaplan is what they run.
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Nordea
When financial planning outgrew homegrown tracking, Nordea brought in Anaplan.
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PayPal
Anaplan is how PayPal keeps financial planning visible to people who have to act on it.
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PicPay
A PlanIQ rollout at PicPay took insurance operations out of inboxes and into a named queue.
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PNC Financial
Financials teams at PNC Financial treat Anaplan as the working layer for banking operations.
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Progressive
Teams at Progressive moved core processing onto Anaplan after local tools started to collide.
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Rabobank
Rabobank runs banking operations on Anaplan so ownership is obvious when work stalls.
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Ramp
When financial planning outgrew homegrown tracking, Ramp brought in Anaplan.
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Refinitiv
Refinitiv standardized financial planning on Anaplan instead of keeping parallel copies.
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Regions Financial
Teams at Regions Financial moved core processing onto Anaplan after local tools started to collide.
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Revolut
Revolut asked for a cleaner operating picture of core processing. Anaplan is what they run.
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Ripple
Ripple asked for a cleaner operating picture of core processing. Anaplan is what they run.
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Robinhood
A PlanIQ rollout at Robinhood took insurance operations out of inboxes and into a named queue.
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S&P Global
Teams at S&P Global moved core processing onto Anaplan after local tools started to collide.
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Shift4
Shared Anaplan Modeling workspaces help Shift4 keep planning and forecasting honest across teams.
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Societe Generale
Societe Generale runs banking operations on Anaplan so ownership is obvious when work stalls.
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SoFi
SoFi standardized financial planning on Anaplan instead of keeping parallel copies.
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Standard Chartered
Standard Chartered folded PlanIQ into insurance operations so underwriters and claims handlers share one view of policy and claims.
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Standard Chartered Bank
Underwriters and claims handlers at Standard Chartered Bank review policy and claims in Anaplan Workflow rather than in personal files.
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Starling Bank
Teams at Starling Bank moved core processing onto Anaplan after local tools started to collide.
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State Farm
In the United States, State Farm relies on Anaplan for banking operations.
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State Street
State Street runs banking operations on Anaplan so ownership is obvious when work stalls.
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StoneX Group
Shared Connected Planning workspaces help StoneX Group keep planning and forecasting honest across teams.
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Stripe
Stripe standardized financial planning on Anaplan instead of keeping parallel copies.
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SumUp
Shared Anaplan Workflow workspaces help SumUp keep planning and forecasting honest across teams.
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T. Rowe Price
Shared Connected Planning workspaces help T. Rowe Price keep planning and forecasting honest across teams.
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Travelers
Travelers folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.
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Truist
Anaplan is how Truist keeps financial planning visible to people who have to act on it.
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UBS
When financial planning outgrew homegrown tracking, UBS brought in Anaplan.
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UniCredit
UniCredit standardized financial planning on Anaplan instead of keeping parallel copies.
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Unit
Anaplan is how Unit keeps financial planning visible to people who have to act on it.
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Visa
In the United States, Visa relies on Anaplan for banking operations.
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Wise
Wise asked for a cleaner operating picture of core processing. Anaplan is what they run.
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Worldline
Anaplan Modeling became the place Worldline uses to move policies and claims through a system designed for carriers.