With Anaplan and Beyond Plans, banking and insurance players secure their forecasts, control costs and anticipate regulatory impacts. Basel III, Solvency II or DORA: manage in real time and gain agility.
Banks and insurers operate in an uncertain environment, exposed to volatile interest rates, strong regulatory pressure and fragile margins. Beyond Plans combines business consulting, Anaplan expertise and adoption to secure your decision-making.
Between interest rate volatility, regulatory pressure and digital transformation, banking and insurance must rethink performance management. Beyond Plans and Anaplan provide an integrated response: reliability, compliance and increased agility.
Key challenges
Banks and insurers must adapt their models in an uncertain environment. The challenge is to produce reliable, auditable data, align performance management and compliance (Basel III, Solvency II, DORA), and empower all departments.
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With Beyond Plans, your teams benefit from a single model: control of overhead costs and payroll, multi-variable simulations, regulatory integration and real-time reporting. The result: strengthened compliance and performance management.
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Beyond Plans structured our forecasts and secured the management of overhead costs and payroll. With Anaplan, we finally have a clear, real-time view to make decisions with confidence.
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Banks and insurers must simulate the impact of interest rates, claims ratios and mergers on their results. With Anaplan, Beyond Plans secures your forecasts, strengthens transparency and helps protect margins and investments.
Beyond technical deployment, Beyond Plans provides business support: regulatory scoping, budget model design, IT integration and change management. The objective: sustainable adoption and secured compliance.
The banking and insurance sector is evolving in a context marked by macroeconomic uncertainty, increasingly stringent regulations and accelerated digital transformation. Volatile interest rates, pressure on margins and customer expectations for responsiveness and transparency are forcing finance and operational teams to rethink their management approaches.
Too often, processes still rely on scattered Excel files or siloed tools, making collaboration between Finance, Risk, HR and business teams difficult. Data becomes fragmented, difficult to audit and poorly suited to regulatory environments that require traceability and auditability.
Anaplan changes the game by providing a single, cloud-based platform that centralizes and secures data. Finance teams can model different scenarios, test the impact of interest rate changes, claims ratios or new regulations such as Basel III, Solvency II or DORA. Overhead costs and payroll are managed in an integrated way, with clear traceability.
With Beyond Plans, support goes beyond the technical dimension. Our consultants understand the specific dynamics of banking and insurance groups, mutual insurers and regulated subsidiaries. We design models tailored to business realities, integrate your ERP and accounting systems, and ensure team adoption with Lemon Learning.
The benefits are tangible: reduced consolidation timelines, improved forecast accuracy, anticipation of regulatory gaps and stronger involvement of business departments in the planning process. Projects delivered, such as the one for La France Mutualiste, demonstrate how connected planning becomes a lever for compliance, performance and agility in a rapidly changing sector.
Our consultants share analyses, best practices and feedback here to shed light on the key challenges of performance management and planning. A selection of articles to understand trends, explore Anaplan use cases and support your transformation projects.
Why income statements often create the illusion of control. When figures describe outcomes without explaining them, decisions shift from economic levers to intuition.
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Manage workload and resources with a capacity-based decision-making approach: anticipate needs, optimise skills and secure strategic decisions with Anaplan and Beyond Plans expertise.
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Connected planning enables consulting firms to align HR, finance, and operations to drive margins, capacity, and decisions with Anaplan and Beyond Plans.
DiscoverExplore all Anaplan use cases deployed by Beyond Plans: budgeting, consolidation, forecasting, S&OP, workforce planning… Each project illustrates the value of connected planning.
Beyond banking and insurance, Beyond Plans supports industry, chemicals & pharmaceuticals, retail, luxury, real estate and services. Discover how we tailor Anaplan to each business domain.
With Anaplan and Beyond Plans, consulting and services organizations transform their performance management. Anticipate resource needs, control costs, simulate margins and secure your forecasts through a collaborative platform.
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With Anaplan and Beyond Plans, real estate players secure their budgets, anticipate trade-offs and empower teams. Social housing providers, developers and property managers: gain clarity, traceability and sustainable performance.
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With Anaplan and Beyond Plans, luxury houses combine creativity and rigor. Unify your global data, simulate store openings, optimize margins and cash flow, and manage performance with a consolidated view.
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