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Planning for Every Eventuality - A Financial Services Industry Event

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The Beekman Hotel

123 Nassau Street

New York, NY 10038

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Event description

Description

Join Finance Executives from the Financial Services and Insurance Industry to hear from organizations 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 organizations are still trying to run their businesses with inadequate tools and processes.

Financial Services customers including NewDay, Insight Investment (part of BNY Mellon), 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.

At this event, guests will hear from Mark Laughton, a senior finance leader with 15 years experience in Financial Services, including GE, Lloyds Bank, Visa, RSA Insurance and NewDay Cards, helping businesses deliver on their international growth and performance ambitions.

Mark has led a number of Finance transformation projects, including building more connected and insightful planning processes, to improve the quality of the support Finance provides to the wider business. This has included leading his teams on two Anaplan implementations. First at RSA, one of the UK’s leading insurance companies, where the Anaplan platform was integral to overhauling a cumbersome and fragmented planning cycle. Secondly at NewDay, a PE backed credit issuer, where the adaptability and flexibility of Anaplan made it the ideal platform to keep pace with the company’s rapid growth and allowed a fully connected view across the whole organization.

Agenda

07.45 – 08.15 . Arrival and Coffee

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

08.30 – 09.00 . Breakfast

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

09.30 – 10.00 . Customer Perspective – Mark Laughton, Senior Finance Leader (GE, NewDay, RSA Insurance, Lloyds Bank, Visa)


Example Projects

Banking

Retail Branch Transformation

Commercial Banking Digitization

Distribution Optimization

Open Banking Planning

Insurance

Premium Planning

Risk Modeling

Actuarial Reserving

Expense Allocations

Investment & Asset Management

Portfolio Valuation Forecasting

Fund of Funds Concentration Analysis

Portfolio Consolidation Forecasting

Investor Relations

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Date and Time

Location

The Beekman Hotel

123 Nassau Street

New York, NY 10038

View Map

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