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  1. Banking and financial services

Accelerate banking and financial services digital transformation

Empower leaders and teams to modernize infrastructure, control costs, ensure regulatory compliance, and overcome disconnected tools, technical debt, and slow decision-making while delivering seamless digital experiences to customers. 

Download the banking and financial services brochure

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

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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

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.

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AI-driven investment alignment

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

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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.

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Embedded governance & compliance tracking

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

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#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. 

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Maximize ROI on investments

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

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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.

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Use AI to anticipate change & maximize returns

Forecast demand, control costs, and mitigate risk to stay ahead of disruptions and seize new opportunities.

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Explore the Strategic Portfolio Management Guide

Learn how firms optimize IT strategy with Planisware.
Read now

Planisware in action: real-world banking and financial services success stories

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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Discover how Volkswagen Financial Services cut through project chaos and streamlined portfolio management

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See how Athora Belgium streamlined 600+ projects with Planisware, boosting efficiency and collaboration

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Turning Strategy into Action: WSECU’s Journey to Project Discipline and Growth

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Explore

Download the comprehensive Interactive Checklist to help you sharpen and enhance your IT project management soft skills.
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Evaluate

Get the Vendor Selection Guide – Choose the right IT portfolio management solution for your organization.
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Experience

Read the Blog: Mastering Digital Transformation with APM – Insights on optimizing IT portfolios for agility.
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Book a software demo

Learn how Planisware's tailored solutions can drive efficiency, compliance, and innovation in your banking and financial services projects.
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