Story
Guidewire@
Bank of New York Mellon
Bank of New York Mellon Modernizes Financial Planning with Guidewire
Bank of New York Mellon, a financials organization in the United States, uses InsuranceSuite from Guidewire to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same InsuranceSuite 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
Bank of New York Mellon is based in the United States and runs financials operations at a scale where financial planning cannot live in side channels. FP&A were reconciling competing copies of the same work, which slowed planning and forecasting and hid who owned the next step.
The company runs planning and forecasting on Guidewire, with InsuranceSuite as the product FP&A actually open. Guidewire makes core insurance software for policy, billing, and claims used by property and casualty carriers. For Bank of New York Mellon, that means FP&A can open one workflow, see financial planning, and let neighboring teams join without inventing a parallel stack.
Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for financial planning.
