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SS&C@Intesa Sanpaolo

Intesa Sanpaolo Modernizes Financial Planning with SS&C

Intesa Sanpaolo, a financials organization in Italy, uses SS&C Advent from SS&C to support planning and forecasting for FP&A.

Value results

CategoryValue result
ProductivityFewer stalled items because financial planning has a clear owner
ProductivityHandoffs in planning and forecasting sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how planning and forecasting actually runs

Story

Intesa Sanpaolo grew financial planning faster than the local tools around it. From Italy, 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 SS&C Advent put planning and forecasting on SS&C. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. Intesa Sanpaolo 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.

Relationship map

Intesa Sanpaolo uses SS&C, Dynatrace, Qlik, Zscaler, Temenos, Google Cloud, Guidewire, Box, Fiserv, Appian, Cartesia, Oracle. Shared with ABN AMRO, Adyen, Affirm, Afterpay, Alloy. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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