Story
Fiserv
Discover FinancialHow Discover Financial Runs Planning and Forecasting on Clover
Discover Financial, a financials organization in the United States, uses Clover from Fiserv to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Risk and compliance | Clover is the governed place FP&A use for planning and forecasting |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
Financials work at Discover Financial spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Fiserv (Clover) is what they standardized on. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. Discover Financial uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
