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

Meisterplan Customer Compeer Financial
Imb Bank Meisterplan Customer Logo
Meisterplan Customer INterra Credit Union
PSECU meisterplan customer logo

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
Portrait of Matthias Graf

What Matthias Loves About Meisterplan

Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.

Chief Project Portfolio & Resource Management|Flughafen München GmbH|open_in_new

Matthias Graf

Steve Page - Evonik

What Steve Loves About Meisterplan

The flow of our projects is highly dynamic, and Meisterplans' Scenario Modeling has greatly enhanced our ability to manage the swings whether upward or downward.

Engineering Director|Evonik|open_in_new

Steve Page

What François Loves About Meisterplan

Meisterplan gives me an overview of our global IT project landscape. A step-by-step implementation enabled us to cope with the complexity of our project portfolio. When setting up our PMO, we oriented ourselves strongly towards Lean PPM.

Head of Global IT PMO|Majorel|open_in_new

François Czajkowski

What Christopher Loves About Meisterplan

We successfully run 400 projects and 20 programs in our portfolio with Meisterplan. Although many have tried, you can’t manage that many programs and resources in Excel templates. But you can with Meisterplan.

Head of PMO|Siemens Gamesa|open_in_new

Christopher Pearson

What Philipp Loves About Meisterplan

Meisterplan provides us with what we need for excellent strategic portfolio and resource management: All essential information on one screen to make sound decisions, and for teams to see what they need to work on and when. It is powerful yet so easy to work with, whether we apply waterfall, agile, or hybrid.

Director Strategic PMO|Comet Technologies

Philipp Bosshard

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

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