PPM for Financial Institutions PPM for Financial Institutions

Project Portfolio Management for Financial Institutions

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

The World’s Most Effective Companies Rely on Meisterplan

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

Financial institutions and services 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.

Learn more about Meisterplan

PMOs in the Banking Industry
Resource Management with Meisterplan

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
Meisterplan customer Felix Willing

What Felix Loves About Meisterplan

Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.

CIO | Hella | open_in_new

Felix Willing

What Marcus Loves About Meisterplan

With Meisterplan, our resource utilization is more transparent. Due to the seamless integration into our existing processes, we can increase the satisfaction of both our customers and employees.

Managing Director | Ergosign GmbH | open_in_new

Marcus Plach

What Anton Loves About Meisterplan

Best product for portfolio management with resource bottleneck. I've chosen Meisterplan among 50+ PM tools due to easy-to-use resource allocation and project aligning features. Most suitable for high-level roadmap planning having limited resources for project development.

Head of PMO | Xsolla | open_in_new

Anton Zhvakin

What Dirk Loves About Meisterplan

I used this solution for prioritizing our internal projects and found it very helpful. It is easy to use and offers a wide range of planning capabilities to find the optimal project portfolio. This saved a lot of costs and supported efficient resource management. It is easy to use, dynamic and interactive portfolio planning.

Professional in the Environmental Services Industry

Dirk Pieper

Darrin McLaughlin

What Darrin Loves About Meisterplan

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.

Senior Vice President/Technology Officer | Interra Credit Union | open_in_new

Darrin McLaughlin

Brittany Jonaitis

What Brittany Loves About Meisterplan

The biggest value that Meisterplan gives us is the ability to communicate across the enterprise what’s being worked on. It adds transparency as to why things are stacked ranked, and it holds people accountable to decisions that were made. This has resulted in more projects being completed on time, and more projects being aligned to a strategy, because they were accurately prioritized.

Senior Business Technology Leader, Certified Scrum Professional® (CSP)

Brittany Leigh Jonaitis

What Marzio Loves About Meisterplan

Meisterplan is now a key element of  our portfolio planning. It helps us to make sure that our portfolio is realistic and that we create plans that really work.

Head of Project Management | Trafag AG | open_in_new

Marzio Locatelli

clear