Watch our insightful on-demand session to learn how you can modernize your Credit Union or Banking organization with next-level planning.

Credit Unions and Banks are under increasing pressure to protect margins, navigate uncertainty, and make faster, more aligned decisions across Finance and HR. Are you relying on spreadsheets and disconnected processes to plan? Unsure how to adopt AI in your planning process?

Join PlanSimpli and Workday Adaptive Planning for a focused session on how Banks and Credit Unions are modernizing planning with more connected, agile approaches. Hear how teams are improving visibility and speeding up decision-making with AI, while adapting quickly to changing conditions.

You’ll also get a look at scenario modeling in action through a live demo, along with practical insights from real Credit Union experiences, including what worked, what was challenging, and where organizations are seeing the most impact.

What you’ll learn

• How Workday Sana AI can enhance the value you deliver while planning in Adaptive
• How Credit Unions are connecting HR and Finance planning between branches
• Deliver member management, dashboarding, and reporting
• How to move beyond spreadsheets to faster, more confident decision making

You will see how organizations are elevating expense forecasts, improving sales and demand predictions and building planning models that deliver clarity instead of chaos. Expect a business focused walk through infused with a few witty moments to keep things lively.

👉 Watch the webinar now and discover how to transform your organization’s planning approach with Workday Adaptive Planning.