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Planning for Every Eventuality - A Financial Services Industry Event


Planning for Every Eventuality - A Financial Services Industry Event

Join Finance Executives from the Financial Services and Insurance Industry to hear from organisations in this sector who are carefully preparing for multiple business and economic scenarios by adopting a connected approach to business planning.

Our recent industry survey focuses on the array of challenges that the industry will face over the next five years and reveals that a large proportion of Financial Services organisations are still trying to run their businesses with inadequate tools and processes.

Financial Services customers including NewDay, Lloyds of London and many other leading insurance, banking and finance companies have selected Connected Planning specialist, Vuealta, to support them in preparing for the future, by implementing the Anaplan Connected Planning platform. These companies started with a single planning project in one area of their business before quickly moving into other areas, enabling them to achieve one clear view of their business, to accurately respond to changing regulatory landscapes and fluctuating market conditions.

Example Projects:


-       Premium Planning-       Risk Modelling-       Actuarial Reserving-       Expense Allocations


-       Retail Branch Transformation-       Commercial Banking Digitisation-       Distribution Optimisation-       Open Banking Planning

Investment & Asset Management

-       Portfolio Valuation Forecasting-       Fund of Funds Concentration Analysis-       Portfolio Consolidation Forecasting-       Investor Relations


 07.45 – 08.15 .  Arrival and Coffee

08.15 – 08.30 .  The Future of Financial Services - Planning for Every Eventuality

                          Mark Laughton, Finance Director (ex NewDay, RSA)

                          Ian Stone, CEO, Vuealta 

08.30 – 09.00    Breakfast 

09.00 – 09.30 .  Anaplan in Action: Live demo’s of Anaplan's Financial Services models

09.30 – 10.00 .  Customer Case Study

Seats and limited so reserve your place today!  We look forward to seeing you at the event.

Map Coq d'Argent, 1 Poulty, London, United Kingdom
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