Story
Capital One Standardizes Financial Planning on Anaplan
Capital One, a financials organization in the United States, uses PlanIQ from Anaplan to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | Planning and forecasting stays visible to adjacent teams through PlanIQ |
| Capability | FP&A work from the same PlanIQ record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
Story
Capital One is based in the United States and runs financials operations at a scale where financial planning cannot live in side channels. FP&A were reconciling competing copies of the same work, which slowed planning and forecasting and hid who owned the next step.
The company runs planning and forecasting on Anaplan, with PlanIQ as the product FP&A actually open. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. For Capital One, that means FP&A can open one workflow, see financial planning, and let neighboring teams join without inventing a parallel stack.
Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for financial planning.