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Anaplan@Credit Suisse

Anaplan at Credit Suisse: Core Processing

Credit Suisse, a financials organization in Switzerland, uses Connected Planning from Anaplan to support banking operations for operations and product.

Financials teams at Credit Suisse treat Anaplan as the working layer for banking operations.

“In Switzerland, operations and product already knew where core processing went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.”
“Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine.”
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Independent write-up. Figures come from public sources or are illustrative.

Value results

CategoryValue result
ProductivityFewer stalled items because core processing has a clear owner
ProductivityHandoffs in banking operations sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how banking operations actually runs

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Credit Suisse did not need another dashboard that nobody opened. It needed banking operations to move. In Switzerland, operations and product already knew where core processing went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.

Connected Planning from Anaplan is now in that path. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. The company treats it as production tooling for banking operations, which is why operations and product live in it rather than exporting from it once a quarter.

Credit Suisse can show how core processing is handled today. That is the value: a repeatable way to run banking operations on software the rest of the industry already recognizes.

Value Graph

Credit Suisse uses Anaplan, Fiserv, Guidewire, Snyk, Freshworks, IBM, SS&C, Databricks, Microsoft Azure. Shared with ABN AMRO, Afterpay, Airwallex, American Express, Apollo Global Management. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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