Story
SS&C
AffirmAffirm Adopts SS&C for Planning and Forecasting
Affirm, a financials organization in the United States, uses Geneva from SS&C to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same Geneva record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
Story
Affirm did not need another dashboard that nobody opened. It needed planning and forecasting to move. In the United States, FP&A already knew where financial planning went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.
Geneva from SS&C is now in that path. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. The company treats it as production tooling for planning and forecasting, which is why FP&A live in it rather than exporting from it once a quarter.
Affirm can show how financial planning is handled today. That is the value: a repeatable way to run planning and forecasting on software the rest of the industry already recognizes.
