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Anaplan@Regions Financial

Anaplan at Regions Financial: Core Processing

Regions Financial, a financials organization in the United States, uses Connected Planning from Anaplan to support banking operations for operations and product.

Teams at Regions Financial moved core processing onto Anaplan after local tools started to collide.

“In the United States, 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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Regions Financial did not need another dashboard that nobody opened. It needed banking operations to move. In the United States, 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.

Regions Financial 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

Regions Financial uses Anaplan, Check Point, F5, Elastic, SentinelOne, Fiserv, NVIDIA, Temenos. 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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