Retail Banking Omnichannel Planning

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Global Strategic


Finance, Marketing, Sales, Workforce


Banking & Capital Markets


Asia Pacific

Deloitte’s Retail Banking Omnichannel solution powered by Anaplan

Deloitte’s Retail Banking Omnichannel solution powered by Anaplan provides a comprehensive set of functionalities to operationalize retail banks’ digital transformations, plan for the future of the branch network and workforce, and model branch repurposing scenarios across all channels and thereby measure impacts on customers, employees, revenues and costs.
The solution addresses a large set of use cases: retail branch planning and repurposing, channel optimization, contact center planning, and workforce planning.

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How Deloitte and Anaplan enable the connected enterprise for retail banking

Deloitte’s Retail Banking Omnichannel solution powered by Anaplan helps you unleash the power of Connected Planning, increase your visibility across your organization, connect siloed data, and take your real-time planning and forecasting to an entirely new level.

The key benefits:

  • Enhance transparency of branch-level profitability and costs and help improve cost-to-income ratios.
  • Drive higher NPS and improved customer retention, and increase sales conversion and customer satisfaction.
  • Inform retail banking leaders regarding open, close, or repurpose branches to optimize capacity and match customer demand across channels.

Solution features

Deloitte’s RBO solution includes five integrated capabilities to drive improved business outcomes:

  • Retail branch planning and repurposing
  • Workforce and talent planning
  • Contact center planning
  • Scenario modeling and analysis
  • Channel optimization