Financial Services

FINANCIAL SERVICES

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The Connected Way

At Anavate Partners, we empower the financial services industry through innovative connected planning solutions. From SaaS, banking, and beyond, professionals face unprecedented challenges in today's dynamic business landscape. Our Connected Planning approach seamlessly integrates financial, operational, and strategic data to provide a comprehensive overview, transforming how you navigate the complexities of your roles.

Connected Planning offers unparalleled agility, enabling financial institutions to adapt swiftly to market changes. Real-time collaboration and data integration streamline decision-making processes, empowering CFOs to make informed choices that drive financial success. With Anavate Partners, financial services professionals can mitigate risks, optimize resource allocation, and enhance overall business performance.

Say goodbye to the pain points that plague CFOs in the industry. Connected Planning revolutionizes forecasting, budgeting, and scenario analysis, providing a holistic view of the financial landscape. By breaking down silos and fostering collaboration, our platform enhances communication across departments, ensuring everyone is aligned with the organization's financial goals.

Anavate Partners is your strategic ally in navigating the evolving financial services landscape. Experience the power of Connected Planning and revolutionize your approach to financial decision-making. Stay ahead of the curve, drive growth, and elevate your financial strategy with Anavate Partners today.

Customer Success Stories

Symetra

OpEx Optimization

Anavate Partners built out an FP&A to generate OpEx planning using Anaplan. The model was able to produce accurate and timely OpEx and Headcount plans on an annual, monthly, and long-range plan basis. It enabled live calculation and helped accelerate planning reviews and discussions by removing the 1 – 2 hour wait time between data submission and review. It reduced systematic errors, and FP&A data entry/validation time & standard report generation/refresh time (~60 hours per cycle). The solution provided the ability to have multiple scenarios open for edits at the same time

Implementation Benefits

85% decrease in administrative burden on the FP&A Team

Spending more time uncovering trends, analyzing scenarios, and supporting critical decision-making
Less time managing Excel workbooks
A more powerful FP&A professionals want to stay.

Quality of life improvement for Business Partners

A more powerful business user
More ability to audit input histories
Collaboration with the FP&A team
Utilize the reporting their data created
No wasted input - all data flows from bottom to top and back down

Read the full story here -

Enhanced Flexibility in Planning

Scenario plan on the fly, adjust plans as time goes by
Simplified data consolidation through intercompany reconciliation and matching

For more industry insights, visit www.connectedinsuranceplanning.com.

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