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Anaplan

Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. Organizations use Anaplan to run Anaplan, PlanIQ, Anaplan Workflow, and related products, as part of a broader software estate.

All Anaplan customer value stories (93)

Financials
Netherlands

Anaplan@ABN AMRO

ABN AMRO runs banking operations on Anaplan so ownership is obvious when work stalls.

Financials
Australia

Anaplan@Afterpay

In Australia, Afterpay relies on Anaplan for banking operations.

Financials
Australia

Anaplan@Airwallex

Connected Planning became the place Airwallex uses to move policies and claims through a system designed for carriers.

Financials
United States

Anaplan@American Express

A Anaplan Workflow rollout at American Express took insurance operations out of inboxes and into a named queue.

Financials
United States

Anaplan@Apollo Global Management

Apollo Global Management standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United Kingdom

Anaplan@Aviva

When financial planning outgrew homegrown tracking, Aviva brought in Anaplan.

Financials
United States

Anaplan@Bank of New York Mellon

Underwriters and claims handlers at Bank of New York Mellon review policy and claims in Anaplan Modeling rather than in personal files.

Financials
United Kingdom

Anaplan@Barclays

When financial planning outgrew homegrown tracking, Barclays brought in Anaplan.

Financials
Spain

Anaplan@BBVA

Anaplan Workflow sits in the daily path at BBVA, especially for underwriters and claims handlers.

Financials
United Arab Emirates

Anaplan@Binance

When financial planning outgrew homegrown tracking, Binance brought in Anaplan.

Financials
United States

Anaplan@Blackstone

PlanIQ became the place Blackstone uses to move policies and claims through a system designed for carriers.

Financials
United States

Anaplan@Bloomberg

When financial planning outgrew homegrown tracking, Bloomberg brought in Anaplan.

Financials
France

Anaplan@BPCE

When financial planning outgrew homegrown tracking, BPCE brought in Anaplan.

Financials
United States

Anaplan@Brex

Financials teams at Brex treat Anaplan as the working layer for banking operations.

Financials
United States

Anaplan@Capital One

When financial planning outgrew homegrown tracking, Capital One brought in Anaplan.

Financials
United States

Anaplan@Carlyle Group

Anaplan Workflow sits in the daily path at Carlyle Group, especially for underwriters and claims handlers.

Financials
United States

Anaplan@Cboe Global Markets

Connected Planning sits in the daily path at Cboe Global Markets, especially for underwriters and claims handlers.

Financials
United States

Anaplan@Charles Schwab

Underwriters and claims handlers at Charles Schwab review policy and claims in Anaplan Modeling rather than in personal files.

Financials
United Kingdom

Anaplan@Checkout

Anaplan Workflow became the place Checkout uses to move policies and claims through a system designed for carriers.

Financials
United States

Anaplan@Citigroup

Underwriters and claims handlers at Citigroup review policy and claims in Anaplan rather than in personal files.

Financials
United States

Anaplan@Citizens Financial

Anaplan sits in the daily path at Citizens Financial, especially for underwriters and claims handlers.

Financials
United States

Anaplan@Coinbase

Coinbase runs banking operations on Anaplan so ownership is obvious when work stalls.

Financials
Switzerland

Anaplan@Credit Suisse

Financials teams at Credit Suisse treat Anaplan as the working layer for banking operations.

Financials
Denmark

Anaplan@Danske Bank

Danske Bank runs banking operations on Anaplan so ownership is obvious when work stalls.

Financials
United Kingdom

Anaplan@Deloitte

When financial planning outgrew homegrown tracking, Deloitte brought in Anaplan.

Financials
Germany

Anaplan@Deutsche Bank

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

Financials
Germany

Anaplan@Deutsche Boerse

Anaplan became the place Deutsche Boerse uses to move policies and claims through a system designed for carriers.

Financials
United States

Anaplan@Discover Financial

Anaplan Modeling sits in the daily path at Discover Financial, especially for underwriters and claims handlers.

Financials
Netherlands

Anaplan@Euronext

When financial planning outgrew homegrown tracking, Euronext brought in Anaplan.

Financials
United States

Anaplan@FactSet

FactSet standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United States

Anaplan@Fiserv

Fiserv uses Anaplan Modeling to build plans that operations can update without a new spreadsheet every cycle.

Financials
United States

Anaplan@Fitch Group

Fitch Group standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United States

Anaplan@Flywire

Flywire asked for a cleaner operating picture of core processing. Anaplan is what they run.

Financials
United States

Anaplan@Goldman

Connected Planning sits in the daily path at Goldman, especially for underwriters and claims handlers.

Financials
Kuwait

Anaplan@Gulf Bank

Financials teams at Gulf Bank treat Anaplan as the working layer for banking operations.

Financials
Sweden

Anaplan@Handelsbanken

Shared Anaplan Modeling workspaces help Handelsbanken keep planning and forecasting honest across teams.

Financials
Netherlands

Anaplan@ING

ING folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.

Financials
United States

Anaplan@Intercontinental Exchange

Intercontinental Exchange standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United States

Anaplan@Jack Henry

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

Financials
United States

Anaplan@KeyCorp

Teams at KeyCorp moved core processing onto Anaplan after local tools started to collide.

Financials
United States

Anaplan@KKR

Teams at KKR moved core processing onto Anaplan after local tools started to collide.

Financials
Sweden

Anaplan@Klarna

Financials teams at Klarna treat Anaplan as the working layer for banking operations.

Financials
United States

Anaplan@Kraken

A PlanIQ rollout at Kraken took insurance operations out of inboxes and into a named queue.

Financials
United States

Anaplan@Liberty Mutual

Liberty Mutual asked for a cleaner operating picture of core processing. Anaplan is what they run.

Financials
United Kingdom

Anaplan@London Stock Exchange Group

Shared Anaplan Modeling workspaces help London Stock Exchange Group keep planning and forecasting honest across teams.

Financials
United States

Anaplan@M&T Bank

Financials teams at M&T Bank treat Anaplan as the working layer for banking operations.

Financials
United States

Anaplan@Marqeta

A PlanIQ rollout at Marqeta took insurance operations out of inboxes and into a named queue.

Financials
United States

Anaplan@Massachusetts Mutual

Connected Planning became the place Massachusetts Mutual uses to move policies and claims through a system designed for carriers.

Financials
United States

Anaplan@Mastercard

Mastercard asked for a cleaner operating picture of core processing. Anaplan is what they run.

Financials
United States

Anaplan@MetLife

When financial planning outgrew homegrown tracking, MetLife brought in Anaplan.

Financials
Netherlands

Anaplan@Mollie

Connected Planning became the place Mollie uses to move policies and claims through a system designed for carriers.

Financials
United Kingdom

Anaplan@Monzo

Anaplan became the place Monzo uses to move policies and claims through a system designed for carriers.

Financials
United States

Anaplan@Moody's

Shared Anaplan workspaces help Moody's keep planning and forecasting honest across teams.

Financials
United States

Anaplan@Morgan Stanley

Anaplan became the place Morgan Stanley uses to move policies and claims through a system designed for carriers.

Financials
United States

Anaplan@Morningstar

In the United States, Morningstar relies on Anaplan for banking operations.

Financials
Germany

Anaplan@N26

Anaplan is how N26 keeps financial planning visible to people who have to act on it.

Financials
United States

Anaplan@Nasdaq

Nasdaq runs banking operations on Anaplan so ownership is obvious when work stalls.

Financials
United Kingdom

Anaplan@NatWest Group

NatWest Group folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.

Financials
Saudi Arabia

Anaplan@neoleap

Anaplan sits in the daily path at neoleap, especially for underwriters and claims handlers.

Financials
United States

Anaplan@New York Life

New York Life asked for a cleaner operating picture of core processing. Anaplan is what they run.

Financials
Finland

Anaplan@Nordea

When financial planning outgrew homegrown tracking, Nordea brought in Anaplan.

Financials
United States

Anaplan@PayPal

Anaplan is how PayPal keeps financial planning visible to people who have to act on it.

Financials
Brazil

Anaplan@PicPay

A PlanIQ rollout at PicPay took insurance operations out of inboxes and into a named queue.

Financials
United States

Anaplan@PNC Financial

Financials teams at PNC Financial treat Anaplan as the working layer for banking operations.

Financials
United States

Anaplan@Progressive

Teams at Progressive moved core processing onto Anaplan after local tools started to collide.

Financials
Netherlands

Anaplan@Rabobank

Rabobank runs banking operations on Anaplan so ownership is obvious when work stalls.

Financials
United States

Anaplan@Ramp

When financial planning outgrew homegrown tracking, Ramp brought in Anaplan.

Financials
United Kingdom

Anaplan@Refinitiv

Refinitiv standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United States

Anaplan@Regions Financial

Teams at Regions Financial moved core processing onto Anaplan after local tools started to collide.

Financials
United Kingdom

Anaplan@Revolut

Revolut asked for a cleaner operating picture of core processing. Anaplan is what they run.

Financials
United States

Anaplan@Ripple

Ripple asked for a cleaner operating picture of core processing. Anaplan is what they run.

Financials
United States

Anaplan@Robinhood

A PlanIQ rollout at Robinhood took insurance operations out of inboxes and into a named queue.

Financials
United States

Anaplan@S&P Global

Teams at S&P Global moved core processing onto Anaplan after local tools started to collide.

Financials
United States

Anaplan@Shift4

Shared Anaplan Modeling workspaces help Shift4 keep planning and forecasting honest across teams.

Financials
France

Anaplan@Societe Generale

Societe Generale runs banking operations on Anaplan so ownership is obvious when work stalls.

Financials
United States

Anaplan@SoFi

SoFi standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United Kingdom

Anaplan@Standard Chartered

Standard Chartered folded PlanIQ into insurance operations so underwriters and claims handlers share one view of policy and claims.

Financials
United Kingdom

Anaplan@Standard Chartered Bank

Underwriters and claims handlers at Standard Chartered Bank review policy and claims in Anaplan Workflow rather than in personal files.

Financials
United Kingdom

Anaplan@Starling Bank

Teams at Starling Bank moved core processing onto Anaplan after local tools started to collide.

Financials
United States

Anaplan@State Farm

In the United States, State Farm relies on Anaplan for banking operations.

Financials
United States

Anaplan@State Street

State Street runs banking operations on Anaplan so ownership is obvious when work stalls.

Financials
United States

Anaplan@StoneX Group

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

Financials
United States

Anaplan@Stripe

Stripe standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United Kingdom

Anaplan@SumUp

Shared Anaplan Workflow workspaces help SumUp keep planning and forecasting honest across teams.

Financials
United States

Anaplan@T. Rowe Price

Shared Connected Planning workspaces help T. Rowe Price keep planning and forecasting honest across teams.

Financials
United States

Anaplan@Travelers

Travelers folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.

Financials
United States

Anaplan@Truist

Anaplan is how Truist keeps financial planning visible to people who have to act on it.

Financials
Switzerland

Anaplan@UBS

When financial planning outgrew homegrown tracking, UBS brought in Anaplan.

Financials
Italy

Anaplan@UniCredit

UniCredit standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United States

Anaplan@Unit

Anaplan is how Unit keeps financial planning visible to people who have to act on it.

Financials
United States

Anaplan@Visa

In the United States, Visa relies on Anaplan for banking operations.

Financials
United Kingdom

Anaplan@Wise

Wise asked for a cleaner operating picture of core processing. Anaplan is what they run.

Financials
France

Anaplan@Worldline

Anaplan Modeling became the place Worldline uses to move policies and claims through a system designed for carriers.

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