The document contains an agenda for an event on challenges and innovations in the insurance sector. The agenda lists presentations on topics such as actuarial and financial planning challenges, case studies from Aviva, advanced planning techniques, and challenges and innovations in the Malaysian insurance industry. It also includes times for registration, breaks, and a panel discussion.

2. Thank you….

3. Agenda
09:00
Registra-on
&
Refreshments
09:30
Challenges
in
Actuarial
&
FP&A
for
the
Insurance
Sector
-­‐
Ganapathy
Sirgunavel,
Managing
Director,
Anaplan
09:45
Aviva
Case
Study:
Bringing
Agility
to
Group
Forecas?ng
&
Planning
-­‐
Brian
Avila,
Regional
Finance
Manager
(Asia),
Aviva
10:15
Breakfast
10:30
Advanced
Planning
for
Actuaries
–
Yuen
Leng
Chin,
Senior
Consultant,
Actuarial,
NMG
Consul-ng
Chong
Yong
Yap,
Associate,
Actuarial,
NMG
Consul-ng
11:00
Challenges
and
Innova?on
in
the
Industry
Segment
in
Malaysia
-­‐
Muzzaffar
Othman,
Head
of
IT
&
Transforma-on,
E-qa
Insurance
&
Takaful
11:30
Panel
discussion:
Agile
Adop?on
of
Technology
for
the
Insurance
Sector

4. XLS
XLS
XLS XLS
XLS
XLS
No Audit &
Controls
OPERATIONS
SALES
A BROKEN LANDSCAPE
Misaligned
Plans
ACTURIAL
Limited
Scale &
Collaboration
MARKETING
INSURANCE
SYSTEM
FINANCE
XLS
XLS
XLS XLS
XLS
XLS
Resource
Intensive
XLS
XLS
XLS XLS
XLS
XLS
XLS
XLS
XLS XLS
XLS
XLS
XLS
XLS
XLS XLS
XLS
XLS
XLS
XLS
XLS XLS
XLS
XLS
No Trust
in Data
7/11/14
4

5. TECHNOLOGY
DISRUPTION
WINNER
TAKE ALL
HYPER
VOLATILITY
MULTI-CORE 64 BIT
MOBILE
PRESSURE ON
MARGINS
IN-MEMORY
SOCIAL BUSINESS
CLOUD TECHNOLOGY
TRANSPARENCY
1980s 1990s 2000s 2010s
Planning
& Execution
Platforms
HYPERBLOCK
BI/Visualization
Apps
Middleware/OLAP
Transactions/ERP
7/11/14
5

6. OUR CONVERSATION TODAY
ANAPLAN
OVERVIEW
ANAPLAN in
INSURANCE
SUMMARY &
QUESTIONS
CHALLENGES in
INSURANCE

7. IN-MEMORY BUSINESS MODELING
& PLANNING BORN IN THE CLOUD
1 trillion
or more cells in
our models
200+
global
customers
Patented
technology
Hyperblock™
20,000
engaged users
10
locations
worldwide
$150M
in funding
Founded
in 2007
3
global data
centers
100+
apps &
blueprints
100+
global and local
partners

8. Budgeting
Account
Reconciliation
Territory and Quota
Planning & Mgmt.
Commissions &
Crediting
Deal Desk
Trade & Promotion
Planning
Cost & Profitability
Analytics
SKU Level
Forecasting
Incentive Comp
Sales & Operations
Planning
Financial
Consolidation
OPERATIONS
FINANCE
HR
Integrated Business
Planning
Strategic Workforce
Planning
Project Resource
Planning
SALES
MANAGING
VOLUME,
COMPLEXITY &
COLLABORATION
IN REAL-TIME

9. BLUEPRINTS & APPS Use them as is, modify them to suit your
special needs, or create your own.
Marketing
Sales
Operations
HR
IT
Finance
Commissions Calculation
Price and Quote (Deal Desk)
Sales Capacity Planning
Sales Forecasting
Territory Planning
Trade & Promotion
Quota Management
Pricing & Trade Promotions
Product Profitability
Loyalty
Campaign Optimization
Demand Planning
Project Planning
Site/Plot Planning
Balance Sheet & Cash Planning
Budgeting, Forecasting & Reporting
Capital Expenditures
Financial Consolidation
Profitability Analysis
Premium Modeling
Strategic Planning
Workforce Planning
Project Planning
Asset Management
Resource Utilization
Cost Allocations
Network/Facilities Optimization
Workforce Planning
Benefits Planning
Pension Planning
Healthcare Planning
Facilities Planning

10. PLAN, COLLABORATE, AND ACT IN REAL-TIME
FINANCE
SALES
IT OPERATIONS
MARKETING
HR ➔ CONNECT YOUR DATA
➔ BUILD & MAINTAIN MODELS
➔ RUN BUSINESS PROCESSES
➔ WHAT-IFS AND ANALYTICS
➔ COLLABORATE & EXECUTE
APPS &
ACCELERATORS
IN-MEMORY
DATA ENGINE
SALESFORCE SAP WORKDAY ORACLE NETSUITE OTHER
BUILT-IN
INTELLIGENCE
SPREADSHEET-LIKE
IMMEDIACY
CLOUD
DELIVERY
7/11/14
10

11. FINANCIAL
CONSOLIDATION
FINANCE
ANAPLAN FOR FINANCE
ALIGN KEY FINANCE ACTIVITIES ON A SINGLE
PLATFORM CONNECTED TO OPERATIONAL DATA
➔ CONNECT YOUR DATA
➔ BUILD & MAINTAIN MODELS
➔ RUN BUSINESS PROCESSES
➔ WHAT-IFS AND ANALYTICS
➔ COLLABORATE & EXECUTE
COMISSIONS ERP BILLING CRM OTHER
TAKE CONTROL OF PLAN
CREATION & MODIFICATION
STRATEGIC
PLANNING
GET INSIGHT INTO YOUR
PLAN’S MOVING PARTS
BUDGETING
PROFITABILITY
ANALYSIS
BE A STRATEGIC PARTNER
TO THE BUSINESS
7/11/14
11

12. QUOTA
MANAGEMENT
SALES
CAPACITY
TARGET PLANNING
SETTING
SALES
ANAPLAN FOR SALES
CREATE A BULLET PROOF SALES
PLAN & EXECUTE IN REAL-TIME
➔ CONNECT YOUR DATA
➔ BUILD & MAINTAIN MODELS
➔ RUN BUSINESS PROCESSES
➔ WHAT-IFS AND ANALYTICS
➔ COLLABORATE & EXECUTE
ADAPT TO DISRUPTION
ON THE FLY
CONTRACTS BI BILLING CRM ERP
OPTIMIZE WITH REAL-TIME
INSIGHTS
TERRITORY
COMMISSIONS
CALCULATION
SALES
FORECASTING
PRICE &
QUOTE
(DEAL DESK)
TOP DOWN, BOTTOMS UP
PLANNING
7/11/14
12

13. ANAPLAN FOR PLANNING
OPERATIONS
ALIGN DEMAND & PROMOTION
PLANS ON A SINGLE PLATFORM
DEMAND
PLANNING
PROMOTION
OPERATIONS
➔ CONNECT YOUR DATA
➔ BUILD & MAINTAIN MODELS
➔ RUN BUSINESS PROCESSES
➔ WHAT-IFS AND ANALYTICS
➔ COLLABORATE & EXECUTE
EASILY PLAN AT THE
RIGHT LEVEL OF DETAIL
CONTRACTS BI BILLING CRM ERP
OPTIMIZE YOUR PROMOTIONS
TO MARKET REALITIES
ROI ANALYSIS
PROMOTION
OPTIMIZATION
BRING FIELD KNOWLEDGE
TO STRATEGIC DECISIONS
7/11/14
13

14. WHAT’S OUR SECRET?
The world’s most powerful in-memory platform for Business Users
Purpose-built to manage transactional data and multi-dimensional
models.
Modeling and planning essentials, time & hierarchy management,
version control, collaborative workflow, auditability...
Model building & maintenance by Business Users.
Immediate calculations and what-ifs.
Pre-built templates and community to incorporate best
practices and accelerate execution.
Easy data integration, anytime access, rapid
deployment & low TCO.
IN-MEMORY
DATABASE
BUILT-IN
INTELLIGENCE
SPREADSHEET-LIKE
IMMEDIACY
BLUEPRINTS
& APPS
CLOUD DELIVERY

15. OUR CONVERSATION TODAY
ANAPLAN
OVERVIEW
ANAPLAN in
INSURANCE
SUMMARY &
QUESTIONS
CHALLENGES in
INSURANCE

16. Industry research

17. The
biggest
issues
that
might
cause
a
delay
in
planning

18. Based
on
your
last
completed
financial
year,
more
than
90%
of
the
respondents
have
outcomes
that
deviate
from
their
original
plans

19. 70%
of
the
respondents
perform
more
than
50%
of
their
planning,
forecas?ng
and
management
review
in
Excel
Spreadsheets.

20. Challenges Facing the Insurance Sector"
Business Dimensions!
Large number of business dimensions
which are managed in complex hierarchies"
Data Volumes!
Large data volumes associated with the
business dimensions with a high level of
detail and transparency"
Instant Calculations!
Multiple scenario and driver
based planning with a volatile
business landscape"
Flexible Modelling!
Insurance, Annuities, Savings,
Investment Management,
Health, constantly changing
market structures"
Self Service!
Pace of change means the business
needs to react quickly to complex industry
specific challenges"
Collaboration!
Communicating and sharing information
across large numbers with varying needs
and having real time data"
CHALLENGES"

21. OUR CONVERSATION TODAY
ANAPLAN
OVERVIEW
ANAPLAN in
INSURANCE
SUMMARY &
QUESTIONS
CHALLENGES in
INSURANCE

22. FISERV - INSURANCE

23. Providing Immediate Value
Monthly Forecasting
Treasury Asset
Global FPA
Allocation
Multi-Year Driver Based
Expense Planning
Reporting
Planning
Workforce Planning
OPEX Planning Expense Allocations
Bottom-Up Budgeting
Financial
Planning
Financial
Consolida-on
Strategic
Planning
for
16
Countries
Real
-me
collabora-on
across
planning
groups
Time
to
consolidate
the
plan
numbers
reduced
from
one
week
to
one
day
Solution
Benefits
Results
2-­‐month
implementa?on
from
design
through
to
go-­‐live
and
rapid
scale-­‐up
to
180
users
enterprise-­‐
wide

25. PLAN, COLLABORATE, AND ACT IN REAL-TIME for Actuarial modelers
OPAT, Release of Margins(IFRS/
Local/HK-Solvency)
Asset
Projections
AOP(Budgeting
Forecasting)
EV, Added value
of new business
Capital projection
Actuarial cash
flow Projection ➔ CONNECT YOUR DATA
➔ BUILD MAINTAIN MODELS
➔ RUN BUSINESS PROCESSES
➔ WHAT-IFS AND ANALYTICS
➔ COLLABORATE EXECUTE
SAP BPC SAP EXCEL ORACLE PROPHET SALESFORCE
BLUEPRINTS
APPS
IN-MEMORY
DATABASE
BUILT-IN
INTELLIGENCE
SPREADSHEET-LIKE
IMMEDIACY
CLOUD
DELIVERY
7/11/14
25

26. Use Cases for Insurance Industry
Monthly Forecasting Project Planning
Enterprise
Reorganisation
Planning Sales Performance
Workforce Planning
Commission
Planning
Currency Analysis
Reporting
Treasury Asset
Allocation
Geographical
Analysis
Reserving
MA Modeling
Expense Planning
Reporting
Multi-Year Driver Based
management
Rolling Forecasts Activity Based Budgeting Strategic Planning OPEX Planning Expense Allocations Sales Forecasting
Project Portfolio
reporting
Strategy Management
Bottom-Up Budgeting
Contract Policy
Profitability
Global FPA
Customer Service
Analysis
Project Tracking and
Profitability
Long Range Planning
GA, GM Planning,
Allocations
Deal Insights
Single Book Policy
Model

28. THANK YOU
FOR YOUR
TIME

29. Why
Anaplan
Can
Support
Your
Processes
INTEGRATED
PLANNING
The flexibility to mix dimensionality 1 and segmentation
Features include: plan at any level in a hierarchy; combine top-down targets and
bottom-up plans; slice and dice data according to numerous custom splits
2 The assurance of tight audit and control
Features include: full data history; granular access control; ability to lock versions
3 The benefits of collaboration and workflow
Features include: integrate specific business unit models into group; share common
dimensions and lists; track progress; quickly establish new versions for iteration
4 The unique ability to do complexity, size and change
Features include: HyperblockTM performance for large calculation volumes; full suite of
modeling functions; instant response to hierarchy changes
5 The power in the hands of the end user
Features include: natural language modeling syntax; multi-channel and on-demand
support; pre-defined functions which mirror typical forecasting concepts.
7/11/14
29

30. HIGHLY USABLE MODELS
built and maintained easily by Business User
START SMALL AND GROW QUICKLY
with pre-built apps blue prints
NO COMPROMISE
in data size and model dimensions
CONTAINED PREDICTABLE costs
ENSURE CONFIDENCE FROM IT
with compliance, auditability, and security
A NEW INDUSTRY
STANDARD FOR
IMPLEMENTATION
MAINTENANCE

31. INTEGRATED PLANNING
For INSURANCE
• SPEED – DELIVERY PERFORMANCE
• POWER – REAL TIME RESULTS
• COLLABORATION – LEVERAGE ACROSS THE BUSINESS
• SECURITY – CONTROLLED ACCESS TO THE DATA
• LIVE – IN DAYS/WEEKS