Financial services

  • Get things done with Gantt and Kanban
  • Stay in control of your commitments with a personal to-do list
  • End email chaos and keep work and discussions in one place

Looking for version controlled document management, advanced project control and reporting? Try this and lots of other perks in the free trial of Projectplace Enterprise.

  • Get new members started quickly and easily
  • Securely store files with ability to lock and set access rights
  • Protect sensitive information e.g. in M&A projects (cf. Virtual Data Room)
  • Gain continuous access to the correct version and keep track of changes
  • Save time and money with online meetings
  • Use the Planner tool for making financial plans and calculations
  • Delegate assignments to external partners e.g. service providers, insurance agents and consultants

How can we help - get started quickly

Security is a crucial factor for financial services projects. Mistakes in this area are critical. In Projectplace you can decide who gets access to information. We have successfully helped our customers in the financial industry to get started on their projects. Contact us and we’d be happy to offer you our advice!


  • Communicate quickly and easily with other offices, customers or employees abroad
  • Securely store and share all documents online from a central location
  • Use version management on all document types: rules and regulations, M&A documents etc.
  • Use the Planner tool to make financial plans, calculations and to give access to external parties


  • Speed up the communication with customers, employees and external project members
  • Keep up to date - access documents at any time, from anywhere in the world
  • Save time and delegate assignments such as taking photos of properties, writing an outline, placing advertisements etc.
  • Get a quick overview of scheduled deadlines, appointments and meetings with Planner tool


  • Get an overview of all projects in one place
  • Securely store documents and gather all review feedback without lots of e-mails
  • Improve collaboration with external partners e.g. service providers, insurance agents, doctors and hospitals domestically and internationally
  • Access stored contracts, special terms and conditions, guidelines etc. from anywhere, at anytime
  • Ensure that everyone always uses the latest version of guidelines and other key documents
  • Save money and speed up processes by using online meetings
"In 2009, we reduced our travel expenses by EUR 400,000 by using online meetings and video conferences in our projects and for other internal meetings.”
Zurich Insurance

Learn more about the project management tools in Projectplace.