Story
Fiserv
Morgan StanleyFiserv Supports Planning and Forecasting at Morgan Stanley
Morgan Stanley, a financials organization in the United States, uses Fiserv Digital from Fiserv to support planning and forecasting for FP&A.
Morgan Stanley uses Fiserv Digital to build plans that operations can update without a new spreadsheet every cycle.
“From the United States, financials teams still had to serve customers and internal partners who expected a straight answer.”
“Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Planning and forecasting stays visible to adjacent teams through Fiserv Digital |
| Capability | FP&A work from the same Fiserv Digital record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
Story
Morgan Stanley grew financial planning faster than the local tools around it. From the United States, financials teams still had to serve customers and internal partners who expected a straight answer. FP&A were the ones stitching the picture together by hand.
Rolling out Fiserv Digital put planning and forecasting on Fiserv. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. Morgan Stanley keeps the product in the path where work already happens, so FP&A do not context-switch into a graveyard system used only for audits.
The visible result is steadier planning and forecasting. Financial planning is easier to inspect, and adjacent groups can join FP&A without a guided tour of someone's desktop.
