Story
Fiserv
DeloitteFiserv Supports Planning and Forecasting at Deloitte
Deloitte, a financials organization in the United Kingdom, uses Fiserv Digital from Fiserv to support planning and forecasting for FP&A.
Deloitte uses Fiserv Digital to build plans that operations can update without a new spreadsheet every cycle.
“From the United Kingdom, financials teams still had to serve customers and internal partners who expected a straight answer.”
“Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Risk and compliance | Fiserv Digital is the governed place FP&A use for planning and forecasting |
Story
Deloitte grew financial planning faster than the local tools around it. From the United Kingdom, financials teams still had to serve customers and internal partners who expected a straight answer. FP&A were the ones stitching the picture together by hand.
Rolling out Fiserv Digital put planning and forecasting on Fiserv. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. Deloitte keeps the product in the path where work already happens, so FP&A do not context-switch into a graveyard system used only for audits.
The visible result is steadier planning and forecasting. Financial planning is easier to inspect, and adjacent groups can join FP&A without a guided tour of someone's desktop.
