Attention Banks & Credit Unions: It’s time to upgrade from Fiserv MPC, Excel, and Legacy budgeting & reporting solutions

Join us to learn how customer Washington Trust Company stays agile with active planning

Date: Tuesday, December 14, 2021
When: 10:00am to 11:00am PT
Fee: Complimentary

This event is being offered virtually in lieu of in-person.*

With an ever-increasing need for streamlined FP&A, there have been a wave of banks and credit unions over the past 6-9 months evaluating our solution, Workday Adaptive Planning, to help transform their budgeting, forecasting, and reporting infrastructure.

These customers typically fit into one of the below buckets:

  • Fiserv announced that they will no longer be supporting the budgeting application, MPC, effective December 2022. The solution they mentioned in their email as a potential replacement is clunky, difficult for reporting (filled with queries), and does not have proven workforce/personnel planning capability.
  • Many of our customers migrate off excel and the “excel hell” environment. Moving away from the difficult/manual process of integrating actual results, disseminating and re-aggregating documents from the business, and next to impossible to run multiple versions of the plan/compare. Other challenges we hear are; no audit trail, formula issues, security issues, collaboration issues, broken links, and more. Banking and credit union customers accelerate and streamline planning and budgeting cycles in Workday Adaptive Planning
  • The days of changing a driver or making an adjustment to workforce and syncing data, running jobs, and waiting until you can see the results are over. The days of asking IT to run a report and waiting are over. The days of “we do everything in excel and import it into our solution just to aggregate/consolidate” are over. We’ll show you why with Workday Adaptive Planning.

 

Does your organization fit into one of these buckets? If so, register now to hear from our partner CohnReznick and customer Washington Trust Company on faster and more consistent planning and reporting for banks and credit unions.

*Zoom information will be emailed 24 hours prior to the event.

Agenda: 

10:00am - 10:10am

Introduction to Workday Adaptive Planning

An overview of a typical bank’s systems setup and challenges with excel, legacy tools, or sunsetting systems

10:10am - 10:35am

Conversation with our Customer: Washington Trust Company

With CohnReznick bank expert and customer Washington Trust Company

10:35am - 10:45am

Demo from CohnReznick

10:45am - 11:00am

Q&A

RSVP Now and Save Your Spot

About Workday Adaptive Planning

Agility is everything in the changing world of business. To think fast and move first, you need an enterprise planning solution designed to help you make better decisions, faster. Workday Adaptive Planning enables 5,200+ customers worldwide to collaborate, gain insights, and deliver superior performance so you can gain business agility and plan for what’s next. Built for business users, our cloud-based software offers powerful modeling and analytics capabilities in a tool simple enough for anyone to use, and scalable enough for organizations of any size. Discover how an enterprise planning solution from Workday can help you embrace the future with confidence.

Trusted by the leaders who want planning to play a strategic role in their success

HubSpot logo Visa logo Leukemia & Lymphoma Society logo Atlassian logo PF Chang's logo U of A logo