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Financial Services

Project Management Software that you can Bank on

With increased regulatory compliance and more demanding customers, the financial services industry is in a position of greater responsibility to address the needs of its stakeholders who represent operations, customers and government parties. In turn, the financial services sector has resulted in a highly demanding project environment that requires Management to keep their eyes on the bottom line while strictly adhering to regulatory compliance and delivering superior service to its customers. Whether it is Information Technology and CapEx projects or New Product Development and Compliance projects, project teams in financial services are seeking to build best practices in these areas to be applied to the various stakeholders they serve. 

Genius Project supports the financial services industry with its flagship project and portfolio management (PPM) software, delivering better collaboration and visibility across project activities, portfolios, resource utilization and documents facilitating the tracking and reporting of project progress and costs.

Genius Project: A Better Way to Serve your Customers in a Highly Regulatory Climate

In a world where competition is fierce and customer expectations are high, project teams in the financial services sector are continuously managing the complex relationship between operation, customers and government stakeholders that demand improve costs, better services and increased transparency for compliance purposes. Genius Project delivers a process-driven PPM solution built on a highly configurable workflow engine that allows financial service organizations to adhere to stringent regulatory standards by delivering auditability to key stakeholders while maintaining the required level of service expected in their respective markets.

In addition, Genius Project will map your business and approval processes to your portfolio of projects supporting initiatives such as Information Technology, CapEX, New Product Development and Compliance projects. We have helped project stakeholders better manage their demand, prioritize their projects and portfolios; track progress and costs of activities; and improve visibility on resource allocation and utilization.

Partial list of projects supported by our customers

  • Regulatory Compliance – e.g. Sarbanes-Oxley, Basel II, IFRS, GAAP, etc.

  • Information Technology – e.g. CRM. ERP, HR, BI, etc..

  • Capital Expenditure

  • Human Resource

  • Marketing and Communications

  • New Product Development

  • Quality Improvement

View a list of our customers in financial services