Financial

Leading financial services organizations profit from Planview

Today's financial services organizations face a number of complex challenges, including mounting regulatory pressures, market consolidation, and ever-increasing customer demands. As the leading provider of portfolio management solutions, Planview's software and best practices help these organizations gain a competitive edge by improving visibility, driving customer service, and enabling regulatory requirements for Basel II, Sarbanes-Oxley, and more.

For more than 15 years, the world's premier financial service organizations have turned to Planview to manage performance.

Banking
Top banking institutions such as Bank of Canada, Citigroup, The Royal Bank of Scotland, and Wells Fargo look to Planview to improve customer service and gain an edge in an increasingly crowded marketplace.

Insurance
Planview serves seven of the world's 10 largest insurance providers, improving operational efficiency and balancing IT spending at organizations such as AIG, Aegon, and WellPoint.

Securities
Market-leading securities organizations such as Fidelity Financial, Fiserv, JRIA, and Lincoln Financial use Planview to increase financial transparency and drive regulatory compliance.

Grow Revenue and Improve Customer Service

Efficiently manage the technology needed to introduce new revenue-generating customer services. With Planview's portfolio management solution, financial organizations receive the visibility they need to effectively support specific go-to-market strategies, resulting in a greater return on IT investments, improved customer service, and a competitive advantage in the marketplace.

Manage Mergers and Acquisitions

Organizations look to Planview to address the complex challenges of mergers and acquisitions. Planview's solutions for the financial industry aggregate information from a number of disparate sources, allowing newly acquired resources, assets, and business services to be managed under a single umbrella. This information helps organizations drive out IT costs, improve IT performance, and realize the full benefit from their acquisitions.

Reduce IT Spending and Drive Innovation

Planview's portfolio management solutions manage all IT spending — including the 70-80% typically allocated to "keep the lights on" sustaining operations — with a single platform. By understanding and reducing IT spending, it is then possible to shift resources to revenue-generating, innovative initiatives.

Achieve Regulatory Compliance

Planview offers an automated tool that tracks investment decisions, time records, and billing to support regulations such as Basel II, Sarbanes-Oxley, and more. Manage and adjust to ever-changing regulations with Planview's powerful recordkeeping tools.