Case Study: Freetrade improves operations and cost management with Anaplan and Bedford Consulting

Freetrade uses Anaplan to optimise operations and manage costs

Freetrade, a fast-growing UK investment platform, needed to upgrade its financial forecasting and data processing systems as it scaled from launch in 2018 to more than 850,000 customers and expansion plans for Europe. The company turned to Bedford Consulting and Anaplan to improve planning and support growth beyond finance.

Bedford Consulting introduced Freetrade to Anaplan, which Freetrade uses to automate financial planning and analysis and extend into workforce management, recruitment, marketing performance, and soon engineering costs. With Bedford Consulting’s help, Freetrade has improved speed, flexibility, and transparency, moved from a reactive to a proactive operating model, and gained the ability to perform ROI analysis it could not do before.

Freetrade

Jennifer Pearson

Treasury Manager