Story
New York Life Brings Core Processing onto Anaplan
New York Life, a financials organization in the United States, uses Anaplan Workflow from Anaplan to support banking operations for operations and product.
Value results
| Category | Value result |
|---|---|
| Capability | Core processing can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for core processing |
| Capability | Banking operations stays visible to adjacent teams through Anaplan Workflow |
Story
Inside New York Life, banking operations used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Operations and product needed a system that would still make sense after the original project team moved on.
New York Life uses Anaplan Workflow from Anaplan as the working layer for core processing. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. The practical change is simple: banking operations has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What New York Life gets from Anaplan is a durable place to run banking operations and a way for operations and product to see the same core processing at the same time.