Story
SS&C
AllstateSS&C at Allstate: Financial Planning
Allstate, a financials organization in the United States, uses SS&C Eze from SS&C to support planning and forecasting for FP&A.
Allstate uses SS&C Eze to build plans that operations can update without a new spreadsheet every cycle.
“In the United States, FP&A already knew where financial planning went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.”
“SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
Allstate did not need another dashboard that nobody opened. It needed planning and forecasting to move. In the United States, FP&A already knew where financial planning went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.
SS&C Eze from SS&C is now in that path. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. The company treats it as production tooling for planning and forecasting, which is why FP&A live in it rather than exporting from it once a quarter.
Allstate can show how financial planning is handled today. That is the value: a repeatable way to run planning and forecasting on software the rest of the industry already recognizes.
