Anticipate the future with connected, agile planning solutions

In an industry of constant uncertainty and complexity, financial services and insurance companies need agility to navigate through the challenges of regulation, pressure on profitability and rapidly changing customer expectations. At Atkan, we help you turn challenges into opportunities with connected planning solutions tailored to your specific needs.

Meet key challenges with better planning:

  • Market volatility: Adapt quickly to economic and financial fluctuations.

  • Strict regulations: comply with capital adequacy and liquidity standards and requirements.

  • Pressure on profitability: optimize your margins and improve your ratios (ROA/ROE/ROTC).

  • Customer expectations: Offer customized solutions adapted to their constantly evolving needs.

Industries -
Industries -

Atkan Solutions for Financial Services and Insurance

Optimize your planning for sustainable performance

With our Anaplan-based solutions, we help you to :

Increase profitability with actionable data

Use your data toidentify marketopportunities and improve your performance.

Efficiently planyour financial products (loans, credits, deposits, etc.).

Perform scenario modeling and stress testing in real time to ensure informed decision-making.

Improve your sales results

Define appropriate sales strategies to maximize team productivity.

Improve sales planning and incentive management to motivate your teams and achieve your strategic objectives.

React quickly to market changes to stay ahead of the competition.

Optimize your workforce and operations

Plan a skilled workforce adapted to your current and future needs.

Reduce your operating costs while maintaining a high level of customer service.

Adapt your branch strategy to maximize efficiency and profitability.

Why choose Atkan?

Recognized expertise: We work with industry leaders to transform their planning processes.

Customized solutions: Our Anaplan-certified consultants design solutions tailored to your specific needs.

Comprehensive support: From design to optimization, we’re with you every step of the way.

Tell us about your needs!

Ready to transform your planning processes and achieve your strategic objectives?
Contact us for a free consultation. Together, we’ll build a solution tailored to your challenges.