As financial services firms digitize their customer experience, their internal processes and technology must transform to keep up.

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.

We’re helping financial services meet the challenge and move confidently into the future.

Lionpoint’s guide to financial planning & analysis

FP&A Anaplan

Financial services consulting

Lionpoint provides consulting services to the leading 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 is enabling businesses with the processes and tools to support their growth. This includes transformation of operating models, automation, data governance and quality, meeting accounting requirements, and technology implementation.

Zaf Kamar

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.

Zaf Kamar, Managing Director, Lionpoint

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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.

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Case Studies

The latest financial services case studies.

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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.

agile capital planning

Efficient and Agile Capital Planning to Achieve Run-Rate Spend Reduction

A global insurance firm needed to streamline and automate its capital planning processes in order to reduce its overall run-rate spend by 5%.

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