Welcome to Lionpoint’s Anaplan Live! 2022 page. Below you will find content relating to our best-in-class work with Anaplan and the financial services industry

Lionpoint Asset and Wealth Management Anaplan Demo

Lionpoint Insurance Anaplan Demo

Lionpoint Retail Banking Anaplan Demo

Lionpoint Real Estate 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

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.

Meeting increasing customer expectations and competition is an ongoing focus for our clients. We’re helping implement the processes and tools to deliver an exceptional experience, with connected planning.

Mitch Max, Executive Director, Lionpoint

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.

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