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Anaplan@StoneX

StoneX Runs Planning and Forecasting with Anaplan

StoneX, a financials organization in the United States, uses Connected Planning from Anaplan to support planning and forecasting for FP&A.

Shared Connected Planning workspaces help StoneX keep planning and forecasting honest across teams.

“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.”
“Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine.”
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Independent write-up. Figures come from public sources or are illustrative.

Value results

CategoryValue result
CapabilityPlanning and forecasting stays visible to adjacent teams through Connected Planning
CapabilityFP&A work from the same Connected Planning record for financial planning
CapabilityFinancial planning can be reviewed without waiting on a personal export

Story

StoneX 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.

Connected Planning from Anaplan is now in that path. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. 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.

StoneX 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.

Value Graph

StoneX uses Anaplan, CrowdStrike, Fiserv, Google Cloud, Guidewire, SS&C, AWS, Salesforce, IBM, Temenos, Zoom. Shared with ABN AMRO, Afterpay, Airwallex, American Express, Apollo Global Management. Industry: Financials. Value: Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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