Story
State Street Runs Banking Operations with Anaplan
State Street, a financials organization in the United States, uses Connected Planning from Anaplan to support banking operations for operations and product.
State Street runs banking operations on Anaplan so ownership is obvious when work stalls.
“From the United States, financials teams still had to serve customers and internal partners who expected a straight answer.”
“Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because core processing has a clear owner |
| Risk and compliance | Connected Planning is the governed place operations and product use for banking operations |
| Capability | New joiners can see how banking operations actually runs |
Story
State Street grew core processing 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. Operations and product were the ones stitching the picture together by hand.
Rolling out Connected Planning put banking operations on Anaplan. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. State Street keeps the product in the path where work already happens, so operations and product do not context-switch into a graveyard system used only for audits.
The visible result is steadier banking operations. Core processing is easier to inspect, and adjacent groups can join operations and product without a guided tour of someone's desktop.