Industry
Financials
All Financials customer value stories (1265)
Workday@
Monzo
Workday Adaptive Planning sits in the daily path at Monzo, especially for recruiters and people partners.
Anaplan@
Monzo
Anaplan became the place Monzo uses to move policies and claims through a system designed for carriers.
Zendesk@
Monzo
A Sunshine rollout at Monzo took product communications out of inboxes and into a named queue.
OpenText@
Monzo
Project and operations leads at Monzo review cross-team delivery in IT Operations rather than in personal files.
Guidewire@
Monzo
A PolicyCenter rollout at Monzo took insurance operations out of inboxes and into a named queue.
PayPal@
Monzo
Finance and product at Monzo review subscription billing in Honey rather than in personal files.
Snowflake@
Monzo
Teams at Monzo moved secure data sharing onto Snowflake after local tools started to collide.
Confluent@
Moody's
Apache Kafka became the place Moody's uses to train and ship models on the same lakehouse the business already trusts.
Workday@
Moody's
Financials teams at Moody's treat Workday as the working layer for pay operations.
SAS@
Moody's
SAS is how Moody's keeps governed analytics visible to people who have to act on it.
Fiserv@
Moody's
Underwriters and claims handlers at Moody's review policy and claims in DNA rather than in personal files.
Smartsheet@
Moody's
Moody's standardized cross-team delivery on Smartsheet instead of keeping parallel copies.
Anaplan@
Moody's
Shared Anaplan workspaces help Moody's keep planning and forecasting honest across teams.
Sage@
Moody's
A Sage Intacct rollout at Moody's took order to cash out of inboxes and into a named queue.
HubSpot@
Moody's
Sellers and partner managers at Moody's review pipeline and account data in Content Hub rather than in personal files.
Temenos@
Moody's
Underwriters and claims handlers at Moody's review policy and claims in Temenos Infinity rather than in personal files.
SS&C@
Moody's
SS&C Intralinks sits in the daily path at Moody's, especially for underwriters and claims handlers.
Anaplan@
Morgan Stanley
Anaplan became the place Morgan Stanley uses to move policies and claims through a system designed for carriers.
Fiserv@
Morgan Stanley
Morgan Stanley uses Fiserv Digital to build plans that operations can update without a new spreadsheet every cycle.
Guidewire@
Morgan Stanley
A ClaimCenter rollout at Morgan Stanley took insurance operations out of inboxes and into a named queue.
F5@
Morgan Stanley
Teams at Morgan Stanley moved campus and branch networking onto F5 after local tools started to collide.
CrowdStrike@
Morgan Stanley
A Falcon Complete rollout at Morgan Stanley took email security out of inboxes and into a named queue.
Informatica@
Morgan Stanley
Morgan Stanley uses Master Data Management to query shared, documented data instead of competing desktop extracts.
Pega@
Morgan Stanley
Pega Customer Service sits in the daily path at Morgan Stanley, especially for operations analysts.