Capital markets

Thrive in volatility and maximize returns.

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Turn uncertainty into opportunity. Navigate market shifts with confidence.

Whether you're in wealth, asset or investment management, capital markets leaders face a myriad of challenges, including shrinking margins, increasing regulations, and market volatility. Minimize risk and maximize returns by using a connected planning platform to plan for multiple scenarios in real-time to better understand your operations, portfolio, workforce, and sales performance.

Tap into data that drives business performance

Legacy solutions weren’t made for the tumultuous events of the last 3-5 years. Connect data across your business to gain insights quickly, conduct dynamic scenario modeling for asset/fund management portfolios and deliver real-time AUM roll-forward forecasting. Time to market is critical and you need a robust planning tool that works at the speed of your business.

Create a connected revenue strategy

Adjust go-to-market strategies, build incentive compensation plans to motivate financial advisors and sellers and design territory plans that capitalize on market opportunity. With greater visibility into performance and a comprehensive view of the commercial drivers across the enterprise, you can ensure your connected revenue strategy is linked to profitability. 

Build an intelligent talent strategy

Skilled talent shortages, rising costs and the changing client expectations stretching your team’s responsibilities aren’t going away. Address challenges by designing a dynamic and continuous HR and workforce planning strategy that’s an extension of your strategic, operational, and financial plans.

Connect your business for better, faster decision-making

Finance

Unify your strategic, financial, and operational planning

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Sales and Marketing

Align your revenue strategy with sales and marketing execution

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HR

Optimize your workforce readiness to drive better outcomes

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"Previously we were limited to 20 different scenarios per spreadsheet, but with Anaplan we can look at over 25,000 scenarios in combination."

Senior Financial Associate, Copenhagen Infrastructure Partners (CIP)

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Insights and perspectives

Webinar

Finance transformation in the capital markets sector

Learn how the impacts of the current macroeconomic conditions are affecting the finance transformation agenda and what benefits are provided by a connected approach to planning.

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ON-DEMAND SESSION

The power of real-time data with Schroders

Hear how Schroders Capital have expanded the use of technology in managing the funds and underlying portfolios.

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Report

Modern planning platforms drive business agility and better outcomes

This report examines the benefits of modern planning and forecasting platforms, ranging from providing a single platform for data, to supporting robust yet collaborative planning, budgeting, analysis and forecasting capabilities.

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Solution Brief

Unlock Success in Capital Markets with Connected Planning

Capital market firms face dynamic challenges; learn how Anaplan empowers agile planning for growth, liquidity, and risk mitigation.

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Product Shot

Start planning with Anaplan

See a demo of our Connected Planning platform and unlock a
future of opportunities.

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