Story
Fiserv
Liberty MutualLiberty Mutual Uses DNA for Financial Planning
Liberty Mutual, a financials organization in the United States, uses DNA from Fiserv to support planning and forecasting for FP&A.
When financial planning outgrew homegrown tracking, Liberty Mutual brought in Fiserv.
“Financials work at Liberty Mutual spans more than one site, even when headquarters sits in the United States.”
“FP&A asked for a shared way to run planning and forecasting without freezing local judgment.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through DNA |
| Capability | FP&A work from the same DNA record for financial planning |
Story
Financials work at Liberty Mutual spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Fiserv (DNA) is what they standardized on. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. Liberty Mutual uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
