Revolutionising Financial Services: Harnessing Data for Decisive Advantage with Workday Adaptive Planning

In the intricate landscape of financial services, organisations are constantly navigating evolving customer expectations, tightening regulations, and unpredictable economic shifts.
Workday Adaptive Planning stands as a pillar of strength in these unpredictable times by streamlining complex processes and offering a unified platform for data-driven insights. Its real-time analytics empower businesses to make informed decisions quickly, ensuring not only compliance but also a competitive edge.
By adopting Workday Adaptive Planning, financial institutions equip themselves with a robust platform, primed to tackle today’s challenges and seize tomorrow’s opportunities.

To learn more about our FP&A Solutions in Financial Services with Workday Adaptive Planning, please arrange a call with one of our Consultants.

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Financial Services

See how Workday Adaptive Planning, is helping our Asset Management customers to deliver real-time continuous planning and forecasting.

Helping you address the key FP&A challenges
in Financial Services

Data Complexity and Integrity

Financial services firms often deal with vast amounts of data coming from various sources, such as trading systems, banking platforms, and customer databases. Ensuring data consistency, accuracy, and timeliness becomes a mammoth task. Workday Adaptive Planning can consolidate data into a single platform, ensuring consistent and up-to-date information is available for effective decision-making.

Regulatory Compliance and Reporting

The financial services sector is heavily regulated, and regulations often change. FP&A teams must ensure that their financial models and reports comply with current standards, which can mean frequent updates and checks. Workday Adaptive Planning offers multi-dimensional reporting capabilities to support strategic decision-making, whilst ensuring regulatory compliance.

Forecasting in a Volatile Environment

Economic factors, market dynamics, interest rates, and geopolitical events can greatly impact financial services. Accurately forecasting in such a volatile environment, where models might become outdated quickly, is challenging. Workday Adaptive Planning makes forecasting a simple, continuous and fast process with connected, driver-based planning rules that can update a complete forecast whenever data, drivers or KPIs change.

Sustainable Finance and ESG Reporting

There’s growing recognition of the financial risks associated with environmental, social, and governance (ESG) issues. Regulators are increasingly expecting financial institutions to disclose their ESG risks and how they’re managed. Using Workday Adaptive Planning to assess multiple scenarios helps to reduce these risks.

Why Workday Adaptive Planning is the Best Choice for FP&A teams in Financial Services.

  • Data Consolidation and Accuracy – With data coming from various sources, ensuring its accuracy and consistency is paramount. Workday Adaptive Planning offers a centralised platform where data can be consolidated, reducing discrepancies and providing a single source of truth.
  • Real-time Reporting and Dashboards – Regulatory compliance often requires timely reporting. With its real-time analytics and customisable dashboards, the tool can generate the necessary reports swiftly, ensuring that institutions remain compliant with reporting deadlines and formats.
  • Scenario Planning and Forecasting – Given the dynamic nature of the financial world, institutions must be prepared for various scenarios. Workday Adaptive Planning allows for robust scenario modelling, enabling firms to prepare for different regulatory outcomes and changes.
  • Collaboration and Role-based Access – Workday Adaptive Planning facilitates collaboration while ensuring that sensitive data is accessible only to authorised personnel. This ensures data integrity and security, aligning with data protection and privacy regulations.
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  • Integration Capabilities – Workday Adaptive Planning can integrate with various systems, ensuring that data from different sources (like transaction systems, risk management tools, or KYC/AML platforms) is seamlessly consolidated.
  • Operational Resilience – Being a cloud-based solution, it offers high availability and disaster recovery capabilities. This resilience is crucial, especially considering the regulatory focus on ensuring continuous operations and data protection.
  • Sustainable Finance and ESG Reporting – As ESG becomes a focal point, the tool can be used to track, manage, and report on ESG metrics, ensuring that institutions can transparently communicate their sustainability efforts and risks.
  • Flexibility and Scalability – As regulations evolve, financial institutions need tools that can adapt. Workday Adaptive Planning is built to be flexible, allowing for changes in models, reports, and processes to align with emerging regulatory requirements.

Explore our finance planning and analysis resources
for your finance team

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In person events and live webinars

We hold a range of in person events and live webinars, where we share our planning insights and expertise and demonstrate our partners’ solutions.

Take a look at the schedule, see what’s coming up and register to attend an event.



Thanks to Workday Adaptive Planning, our people are now true partners to the business, and the work they do is far more intellectually stimulating.

Patrick Chiu, Group Financial Controller, Triple Point LLP

Contact us today for a personalised demo

Take the first step towards transforming your company’s FP&A by choosing Workday Adaptive Planning.

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