Trusted by industry leaders, Planisware helps banking and financial services organizations optimize investments, reduce technical debt, and accelerate digital transformation.










What sets Planisware apart for banking and financial services organizations
Planisware leads the project portfolio management market for banks and financial firms, delivering the tools they need to face growing complexity — legacy systems, redundant tools, compliance, and rising costs while fintech reshapes customer expectations. Here’s what sets us apart from the competition:

Unified platform for IT & business
Planisware’s OpenAPI and built-in DevOps connectors integrate financial planning, portfolio strategy, and execution — delivering real-time insights for faster, smarter decisions.

AI-driven investment alignment
AI-powered intake identifies high-impact opportunities, while scenario planning optimizes resources and adapts investments to shifting market demands.

Integrated Agile, SAFe & Waterfall Management
Managing multiple work methods in separate tools leads to silos. Planisware unifies diverse approaches, keeping teams aligned and projects on track.

Embedded governance & compliance tracking
Planisware automates governance workflows, tracks regulatory data, and ensures financial firms stay audit-ready as compliance mandates evolve.

#1 in customer satisfaction
Planisware is recognized as the 2024 Gartner® Customers’ Choice for Strategic Portfolio Management. With best-in-class UI, fast adoption, and responsive support, Planisware helps financial firms optimize IT investments and accelerate transformation.
Key capabilities of Planisware’s banking and financial services project portfolio management software
Banks and financial institutions must modernize portfolios to fuel innovation, enhance resilience, and maximize ROI—while staying agile in an evolving regulatory and economic landscape. Planisware’s project portfolio management (PPM) solution simplifies these complexities, empowering leaders from IT to business to:
Prioritize high-value initiatives
Align IT, operations, and finance with strategy by funding projects that drive measurable business impact.

Maximize ROI on investments
Dynamically allocate budgets and resources to balance innovation, operational stability, and long-term growth.

Accelerate financial product innovation
Speed up go-to-market timelines for new banking services, AI-driven financial products, and fintech partnerships with integrated portfolio management.

Use AI to anticipate change & maximize returns
Forecast demand, control costs, and mitigate risk to stay ahead of disruptions and seize new opportunities.





Explore the Strategic Portfolio Management Guide
Banks, insurance providers, and investment firms stay ahead by leveraging Planisware’s project portfolio management tools to optimize IT investments, accelerate digital transformation, and ensure compliance. Our solutions empower leaders to act efficiently and effectively to drive smarter and faster innovation.
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