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Quickly adapt to a changing financial services landscape with flexible planning.

  • Create driver-based models to forecast net interest income/expense
  • Build models and reports to track advisory fees and assets under management
  • Compare various hiring scenarios and their impact on the bottom line
  • Real-time branch and product level reporting and analysis

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The highest rated enterprise planning software for financial services.

  • Gartner awardLeader
  • TopRated awardTop Rated 2020
  • Forrester awardLeader
  • Gartner Insights Ranking
    Reviews Stars(217 reviews)
  • Capterra Ranking
    Reviews Stars(164 reviews)
  • G2 Ranking
    Reviews Stars(121 reviews)

Over 5,200 planning customers 
in banking and beyond.

  • AGF Management
  • Kindred at Home
  • Mayo Foundation
  • Blue Cross Blue Shield
  • US Ansethesia Partners
  • Adventist HealthCare
  • HubSpot
  • Visa
  • Goodwill
  • Air BnB
  • Legendary
  • The University of Arizona

"We’re saving at least two days each month in FP&A work and can tell the story of what’s happening with the business across all dimensions much sooner than before with Workday Adaptive Planning.”

VP of Finance and Controller, AGF Management Ltd.

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See how financial services companies can navigate planning.

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