Story
Fiserv
RefinitivFiserv Supports Planning and Forecasting at Refinitiv
Refinitiv, a financials organization in the United Kingdom, uses Fiserv Digital from Fiserv to support planning and forecasting for FP&A.
Shared Fiserv Digital workspaces help Refinitiv keep planning and forecasting honest across teams.
“Refinitiv is based in the United Kingdom 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.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through Fiserv Digital |
Story
Refinitiv is based in the United Kingdom 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 Fiserv, with Fiserv Digital as the product FP&A actually open. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. For Refinitiv, 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.
