Powerful Project Portfolio Management for Financial Institutions

Build flexible and realistic project portfolios with the right people working on the right projects

Great Companies Trust Meisterplan

Meisterplan Customer INterra logo
Meisterplan Customer Dupaco Community Credit Union
Western and Southern Financial Group
Meisterplan Customer Compeer Financial
Meisterplan customer RSM US
Meisterplan customer Holmes Murphy & Associates

Banks, Credit Unions, and Other Financial Institutions Need PPM That Works

Financial institutions simultaneously drive many transformations such as digital business enablement, big data management and legacy overhaul – making for very complex project portfolios. They also must cope with project delays, data that comes from multiple sources and key resources that are expected to be in multiple places at once. Combine these challenges with regulatory changes and deadlines and you have a chaotic project landscape. Meisterplan is a project portfolio management and resource management tool built for creating transparency so companies can Make Plans That Work.

Meisterplan makes complex multi-project portfolios easy to understand, manage, and update. In an intuitive dashboard, users can see projects ranked by priority, the resources required and assigned to each project and financials associated with each project. Resource bottlenecks, overallocations and overspending are clearly marked, allowing users to quickly take corrective action. Updates to your portfolio appear in real-time, so you can immediately see the impact of changes. Users can also use our scenario comparison feature to instantly get answers to What-If questions.

PPM for Financial Institutions
Simulating resource capacities across project portfolios

How Meisterplan Supports Financial Institutions

Gain transparency into your projects and resources to make the best strategic decisions. Meisterplan is quick to implement and only requires a minimal amount of project data to get started.

  • Use our customizable project score feature to objectively evaluate the priority of each project

  • Drag and drop projects to change their rank when priorities change

  • Staff the most important projects first to ensure project completion

  • See inter-project dependencies and milestones in one view

  • Monitor the financial impact of changing plans

What Customers Love About Meisterplan

Meisterplan customer Darrin McLaughlin

“There is no other product that does what Meisterplan does in terms of portfolio management and resource management without unessential extra features. If there were another product that does what Meisterplan does, I would have found it, because I tried them all.”

Darrin McLaughlin, Senior Vice President/Technology Officer at Interra Credit Union

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Read Online Reviews About Meisterplan

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