Empower leaders and teams to modernize infrastructure, control costs, and ensure regulatory compliance. Overcome disconnected tools, technical debt, and slow decision-making while delivering seamless digital experiences to customers
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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:
Unified platform for IT and 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 and 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 and 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.
Trusted by industry leaders globally
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Key capabilities
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 IT portfolio management guide
Learn how firms across the banking and financial industries optimize IT strategy with Planisware.
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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Volkswagen Financial Services Faced a Fragmented PPM System. Here’s How They Fixed It
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How Athora benefits from a simple and easy-to-use project and portfolio management solution
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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.