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FP&A Storytelling: Vitality Insurance Case Study
FP&A Tags
FP&A Case Studies
FP&A Storytelling

What makes FP&A Storytelling truly impactful? How can organisations turn data into insights that drive decisions? 

In this video, Hannah Coltart, Director of Finance at Vitality Insurance, shares how her team evolved in data quality, technology integration, and talent development to enhance their FP&A Storytelling.

She outlines key lessons from the failed Business Partnering model, the shift to expert teams, and the implementation of a modern planning platform. Hannah also emphasises the power of clear planning, strong implementation partners, and Change Management in driving sustainable transformation.

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

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AI in FP&A
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Data & Analytics
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ESG in FP&A
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FP&A Case Studies
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FP&A Research
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Integrated FP&A
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People and Culture
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