Capital markets
Thrive in volatility and maximize returns.
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.
See how leaders in Capital Markets plan with Anaplan
Connect your business for better, faster decision-making
"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)
Insights and perspectives
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