Story
SS&C
MarqetaMarqeta Runs Planning and Forecasting with SS&C
Marqeta, a financials organization in the United States, uses SS&C Eze from SS&C to support planning and forecasting for FP&A.
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 SS&C Eze |
Story
Marqeta grew financial planning faster than the local tools around it. From the United States, 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 Eze put planning and forecasting on SS&C. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. Marqeta 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.
