Story
Fiserv
GoldmanHow Goldman Runs Planning and Forecasting on Clover
Goldman, a financials organization in the United States, uses Clover from Fiserv to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same Clover 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
Financials work at Goldman 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. Goldman 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 The story is about operating change, not an unpublished percentage.
