Optimize efficiency and compliance across financial services project management, banking project management, and insurance project management with Cerri Project, designed to enhance stakeholder satisfaction and regulatory adherence.
Optimize Stakeholder Engagement in Financial Services
Enhance your capability to meet the complex needs of stakeholders including operations, customers, and government bodies. With Cerri Project, build best practices across various project areas like IT, CapEx, new product development, and compliance. This ensures you keep your focus on the bottom line while adhering to regulatory compliance and delivering exceptional service.
Ultimate Data Security with On-Premise Hosting
For professionals in financial services, banking, and insurance sectors who prioritize data security, Cerri Project offers the ultimate solution with our on-premise hosting option. This choice puts you in full control of your data environment, ensuring that sensitive project information remains within the secure confines of your organization’s infrastructure. On-premise hosting not only limits external access but also aligns with stringent industry compliance standards, providing peace of mind and a high level of data protection.
Enhanced Collaboration and Visibility
Achieve better collaboration and improved visibility across all project activities. Cerri Project enables efficient tracking and reporting of project progress and costs, facilitating enhanced resource utilization and documentation management. This is crucial for financial services project management, where precise tracking is key to success.
Superior Customer Service in a Regulated Environment
Manage the intricate balance between operations, customers, and regulatory demands with Cerri Project. In environments demanding high transparency such as banking and insurance project management, maintain service excellence while adhering to strict regulatory standards. A highly configurable workflow engine ensures that your projects align with business and approval processes, enhancing auditability and stakeholder satisfaction.
Streamlined Compliance and Governance
Tackle regulatory compliance with an efficient project management approach. Cerri Project’s PPM software allows you to track investment decisions and project activities meticulously, capturing all necessary details to meet the stringent requirements of the financial services industry. Ensure effective corporate governance with tools that provide CIOs, IT departments, and PMOs comprehensive visibility into project pipelines and portfolio lifecycle, supporting sound governance frameworks.
List of Projects Supported by our Customers in Financial Services and Insurance Industries:
- 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 financial services & insurance customers we have worked with
Project Management 
Portfolio Management 
Task Management 
Gantt Chart 
Kanban Board 
Scheduler 
Resource Management 
Time Tracking 
Expense Tracking 
Content Management 
Collaboration 
Reporting 
Portfolio Management 
Project Management 
Resource Management 
Time & Expense Tracking 
Gantt Chart Planning 
Cost & Budget Management 
Demand Management 
Stage and Gate Review Support 
Document Management 
Team Collaboration 
Risk & Change Management 
Dashboards & Reports 
Workflow Management 
Integrations 
Customization 
Integrations 
Security 
Hosting 
Configuration 
