Connected planning for
banking and
insurance

The banking and insurance sector is evolving in a context marked by macroeconomic uncertainty, increasingly stringent regulations and accelerated digital transformation. Volatile interest rates, pressure on margins and customer expectations for responsiveness and transparency are forcing finance and operational teams to rethink their management approaches.

Too often, processes still rely on scattered Excel files or siloed tools, making collaboration between Finance, Risk, HR and business teams difficult. Data becomes fragmented, difficult to audit and poorly suited to regulatory environments that require traceability and auditability.

Anaplan changes the game by providing a single, cloud-based platform that centralizes and secures data. Finance teams can model different scenarios, test the impact of interest rate changes, claims ratios or new regulations such as Basel III, Solvency II or DORA. Overhead costs and payroll are managed in an integrated way, with clear traceability.

With Beyond Plans, support goes beyond the technical dimension. Our consultants understand the specific dynamics of banking and insurance groups, mutual insurers and regulated subsidiaries. We design models tailored to business realities, integrate your ERP and accounting systems, and ensure team adoption with Lemon Learning.

The benefits are tangible: reduced consolidation timelines, improved forecast accuracy, anticipation of regulatory gaps and stronger involvement of business departments in the planning process. Projects delivered, such as the one for La France Mutualiste, demonstrate how connected planning becomes a lever for compliance, performance and agility in a rapidly changing sector.