Trusted by industry leaders, Planisware helps banking and financial services organizations optimize investments, simplify tool complexity, and accelerate digital transformation.
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What sets Planisware apart for banking and financial services organizations
Planisware leads the project portfolio management software market for banks and financial services firms. We deliver the tools they need to streamline their book of work in the face of growing complexity—such as legacy systems, redundant tools, compliance, and rising costs while fintech reshapes customer expectations. Here’s what separates us from the competition:
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. Our solutions simplify these complexities, empowering leaders from IT to business to:
Prioritize high-value initiatives
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
Maximize ROI on investments
Dynamically allocate budgets and resources to balance innovation, operational stability, and long-term growth
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Unify compliance & strategic execution
Unify compliance & strategic execution
Automate governance workflows, track regulatory risks, and ensure compliance-driven and strategic initiatives stay aligned, on time, and on budget
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Accelerate financial product innovation
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
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 across the banking and financial industries optimize IT strategy with Planisware.
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.
Explore
Download the comprehensive Interactive Checklist to help you sharpen and enhance your IT project management soft skills.
Evaluate
Get the Vendor Selection Guide – Choose the right IT portfolio management solution for your organization.
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.