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Strategic Portfolio Management For Financial Services

Turn strategy into execution, with the governance banking and insurance demand

Get the control your board and regulators expect, with one view of strategy, funding, people, and execution. OnePlan is built for banks, credit unions, insurers, and asset managers, on the Microsoft 365 environment your teams already run.
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Banking · Credit Unions · Insurance · Wealth and asset management

Strategy is set at the top. Execution happens everywhere else.

Financial institutions are expected to change faster without loosening control. The same four problems show up at banks, insurers, and asset managers alike.

Leadership can't see what's actually in flight

Portfolios are approved at the executive level but run across business lines, IT, and outside vendors. Status arrives late and in different formats, so no one can say which initiatives are on track or still serve the strategy they were funded for.

AI is arriving through every door at once

AI shows up in vendor platforms, embedded product features, and business-led pilots at the same time. Without one inventory of AI initiatives, ownership and risk review depend on who happened to hear about it.

Mandatory work takes the budget first

Regulatory mandates, exam findings, and run-the-business commitments claim funding first. What remains goes to whichever sponsor has budget, and little ever gets put on hold to make room for something better.

The same specialists are on every project

Technology, compliance, legal, and procurement specialists are pulled into regulatory, transformation, and day-to-day work at once. Projects get approved because the budget exists, not because the people do, and deadlines slip on capacity that was never there.
Every one of these traces back to the same root: strategy, funding, and execution live in different systems. Strategic Portfolio Management connects them.
How OnePlan helps

One platform to plan, govern, and execute

OnePlan is built on Microsoft 365, so it runs inside the identity, security, and data controls your IT and risk teams already manage. Your teams keep working in the tools they use today.
Portfolio Finanical What if Planning

Portfolio planning

Plan budgets, actuals, and forecasts for every initiative, capital and operating, in one place. Monitor real-time spending against the approved plan to address any drift, ensuring you can defend every number during finance reviews and audits.
CapEx vs

Financial planning

Track budgets, forecasts, and actuals against every program in real time, so finance and PMO leaders can defend spend under audit and control costs proactively.

Capacity Planning by Role

Resource planning

See demand and capacity across technology, operations, and compliance teams before you commit them. Model scenarios, catch the double booking early, and staff regulatory deadlines first.
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AI-powered insight

Sofia, OnePlan’s AI assistant, works from the same governed portfolio records your teams do. It flags at-risk programs, resource conflicts, and forecast drift, and drafts status summaries for executive review, with recommendations your teams can trace back to real data

Banking, insurance, and capital markets run under different pressures.

Banking

Core modernization, without losing sight of risk

Core and digital banking conversions, member and customer experience programs, and examiner findings all draw on the same budget and the same IT team. OnePlan gives the PMO one place to rank them, fund them, and show the board where every dollar went.
  • Rank core, digital, and compliance work in one portfolio
  • Track capital allocation across core, digital, and risk programs
  • Give examiners and auditors a defensible record of decisions
Insurance

Policy, claims, and platform modernization in one portfolio view

Carriers, reinsurers, and brokers are replacing policy and claims platforms, integrating acquisitions, and adding AI to underwriting, all while current operations keep running. OnePlan connects those programs to the people and funding behind them.
  • Balance policy admin and claims modernization against run-the-business work
  • Forecast IT and actuarial resource demand across lines of business
  • Report program status to the board in the language it expects
Capital markets

Trading, technology, and regulatory change in lockstep

Asset managers, wealth firms, and pension plans run investment platform upgrades, advisor and client experience programs, and regulatory change while margins tighten. OnePlan shows which initiatives earn their spend and who has the capacity to take them on.
  • Prioritize platform, client, and regulatory initiatives together
  • Tie each program to the outcome it was funded for
  • Keep an auditable record of program decisions for regulators

See OnePlan run a portfolio like yours

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“I love how OnePlan directly connects each initiative to its intended impact on key results.”

Danielle Douglas, VP Project Management Office
Wellby Financial
wellbyfinancial.com

Built for the people who plan, govern, and deliver the work

PMO leaders

Every initiative across business lines lives in one live portfolio, regulatory and strategic side by side. Answer the board’s questions the day they are asked, without chasing anyone for status.

IT & engineering

Keep agile, waterfall, and hybrid delivery visible in a single portfolio view without changing how your teams already work.

Finance leaders

Budgets, actuals, and forecasts for every initiative share one governed record. Catch spend drifting from the approved plan while there is still time to move it.

Risk & compliance leaders

Regulatory and remediation work gets owners, dates, and status like any other initiative. Show examiners and auditors what was decided, by whom, and when.

Executives & VPs

See real-time financial and delivery status across the entire portfolio to make faster, better-informed investment decisions.

Project & program managers

Manage schedules, risks, and resource assignments in the same Microsoft tools your teams use every day.

Security & compliance

Enterprise-grade security your risk and procurement teams can verify

Banking and insurance security reviews expect independently audited controls, not vendor claims. OnePlan is SOC 2 Type II audited and ISO 27001 and ISO 27701 certified, and runs on the Microsoft cloud your IT and compliance teams already govern.

Visit the OnePlan Trust Center →

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality.

ISO 27001

Certified information security management system (ISMS).

ISO 27701

Certified privacy information management, aligned to GDPR and CCPA.

Microsoft cloud native

Runs on Microsoft Azure and Microsoft 365, inside the identity, access, and residency controls your IT team already manages.
FAQs

Common questions about strategic portfolio management for financial services

Strategic portfolio management (SPM) for financial services connects a bank or insurer’s strategic goals to its actual portfolio of programs and projects, so leaders can prioritize, fund, and track work against regulatory obligations and business strategy in one view. OnePlan provides SPM and PPM built on Microsoft 365 for this purpose.

AI initiatives now arrive through vendor platforms, embedded features, and business-led pilots all at once. Treating each one as a portfolio item gives it an owner, a budget, a risk review, and a status, so the institution has one inventory of AI work it can show to its board and regulators.

Banking and insurance security and procurement teams typically look for independently audited controls such as SOC 2 Type II, information security certification such as ISO 27001, and privacy certification such as ISO 27701. OnePlan holds these certifications; detail is published on the OnePlan Trust Center.

Banks typically score and rank initiatives against strategic objectives, regulatory deadlines, and available budget and capacity, then rebalance the portfolio as conditions change. OnePlan’s strategic portfolio management connects that prioritization directly to delivery, so leaders can see which initiatives are funded, staffed, and on track against the bank’s strategy in one view.

Insurers weigh transformation projects, such as claims and policy administration modernization, against run-the-business demands, regulatory requirements, and reserve or capital constraints. OnePlan gives PMOs a single portfolio to prioritize and fund that work, with visibility into how each project affects resource capacity and financial forecasts.

Financial institutions typically allocate shared technology, risk, and operations talent across competing regulatory, transformation, and run-the-business initiatives based on capacity and priority. OnePlan’s resource planning models capacity across those teams so leaders can assign the right people to the highest-priority work without overbooking.

Insurance companies typically prioritize digital transformation initiatives by weighing customer and distribution impact against cost, risk, and delivery capacity, alongside core claims and policy modernization work. OnePlan connects that prioritization to financial and resource planning, so digital initiatives compete for funding and staffing on the same terms as every other program in the portfolio.

See how OnePlan fits your compliance and delivery model

Bring your hardest portfolio question. We’ll show you how OnePlan connects strategy, funding, people, and execution for banks, credit unions, insurers, and asset managers.
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