Active Planning for Wealth Management Companies

Active Planning for Wealth Management Companies

Date: Thursday 29 April  – 12:00 – 12:45

We will show you how our Wealth Management customers utilise Workday Adaptive Planning to: ​

  • Plan and forecast fee revenue streams ​
  • Report and analyse funds under management ​
  • Exercise financial control through delegated responsibility ​

Workday Adaptive Planning have over 5,400 companies planning in real-time. See the value these organisations realise and how you can implement a modern planning platform in your organisation in just a few weeks. ​

Agenda ​

12.00 –12.20: Product Demonstration
12.20 – 12.40: Presentation of 3 customer success stories ​
12.40 – 12.45: Q&A

We present three case-studies, the value they bring to our customers and share how they were able to migrate from a broken spreadsheet planning environment to a robust real-time planning platform. ​

To reserve your place register today​


Can’t make this date? ​

If you are interested in this webinar but can’t make the date, please contact us for a demonstration that is personalised to your business needs and begin your journey to modernising your planning, budgeting and forecasting to make better decisions, faster. Contact Us