Quickly adapt to a changing media 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.
Leader
Top Rated 2020
Leader
(217 reviews)
(164 reviews)
(121 reviews)
Over 5,200 planning customers in banking and beyond.
"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.