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SS&C@Bloomberg

Bloomberg Runs Planning and Forecasting with SS&C

Bloomberg, a financials organization in the United States, uses SS&C Eze from SS&C to support planning and forecasting for FP&A.

Value results

CategoryValue result
CapabilityPlanning and forecasting stays visible to adjacent teams through SS&C Eze
CapabilityFP&A work from the same SS&C Eze record for financial planning
CapabilityFinancial planning can be reviewed without waiting on a personal export

Story

Bloomberg did not need another dashboard that nobody opened. It needed planning and forecasting to move. In the United States, FP&A already knew where financial planning went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.

SS&C Eze from SS&C is now in that path. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. The company treats it as production tooling for planning and forecasting, which is why FP&A live in it rather than exporting from it once a quarter.

Bloomberg can show how financial planning is handled today. That is the value: a repeatable way to run planning and forecasting on software the rest of the industry already recognizes.

Relationship map

Bloomberg uses SS&C, GitLab, Anaplan, Netskope, Guidewire, Freshworks, Temenos, VMware, Okta, AWS, PayPal. Shared with ABN AMRO, Adyen, Affirm, Afterpay, Alloy. Industry: Financials. Value: Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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