Welcome to Lionpoint’s Anaplan Connect page. Below you will find content relating to our best-in-class work with Anaplan and the private markets industry.

Introduction to Lionpoint

Lionpoint Real Estate Anaplan Demo

Lionpoint Asset and Wealth Management Anaplan Demo

Lionpoint Retail Banking Anaplan Demo

The leading firms of the future will need to be agile and learn from the lessons of early adopters as they plan their way forward amidst market uncertainty, regulatory changes, and ongoing disruption.

As one of the top financial services consulting firms, we help companies meet key challenges and move confidently into the future.

Lionpoint’s guide to financial planning & analysis

FP&A Anaplan

Lionpoint’s guide to Anaplan and Real Estate

technology transformation

Lionpoint’s guide to Anaplan and Credit

Infrastructure Investments

Lionpoint’s guide to Anaplan and Private Equity


Financial services consulting

Lionpoint provides consulting for financial services firms, including banks, insurance companies, asset managers, wealth managers, and leading service providers, including fund administrators, depositaries, custodians and Alternative Investment Fund Managers (AIFMs).

Our strength in financial services consulting is enabling businesses with the processes and tools to support their strategic growth. This includes transformation of operating models, automation, data governance and quality, meeting accounting requirements, and technology implementation.

Michelle Sutherland, Director EPM Practice EMEA

Michelle Sutherland Lionpoint
Email Michelle

James Bryson, Director EPM Financial Services

James Bryson Lionpoint
Email James

Anaplan for Financial Services

Anaplan is a best-in-class technology. Combining the flexibility of a spreadsheet, the scalability of a database and rapid calculation speed in a single cloud-based solution, Anaplan’s multi-dimensional platform has a wide range of uses in financial services.

Our consultants are empowering financial services firms, including banks, insurance companies and asset managers with Anaplan for superior budgeting, planning and forecasting capabilities.

Our team will advise you on whether Anaplan is best suited for your organization, and guide you through the implementation and integration journey.

Request an Anaplan Demo

Case Studies

The latest financial services case studies.

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Charts of Account Mapping

Charting a new course for account mapping for a global investment firm, Lionpoint embarks on an ambitious journey to automate a tedious, manual process.

open role management

An Efficient Approach to Open Role Management

An investment bank operated a manual recruitment process involving hundreds of managers without end-user reporting or auditing capabilities.

Get in Touch

Let’s talk about your next project