Banking Project Management Software

Banking Project Management Software

WorkOtter is a cloud based simpler, less expensive, and completely secure banking project management software solution that securely helps manage your projects, provide visibility into project financials, and streamline processes.

See for yourself why Gartner named WorkOtter a Challenger on their Adaptive Project Management & Reporting (APMR) Magic Quadrant.

What do the experts say about WorkOtter?

WorkOtter Gartner project portfolio management software awards
 Simplify your work with WorkOtter – the cost-effective and secure solution that delivers all the essential features for PMOs and Project Managers

Learn what makes WorkOtter the best bank management software

Managing Banking Projects Doesn't Have to Be Complicated

As time passes, more technology becomes available for companies to take advantage of. One thing that doesn’t change? Money. Banks require the highest level of security due to the sensitive nature of financial data. Some of the latest technology advancements in the banking industry include:

Why Choose WorkOtter As Your Banking Project Management Software?

Analyze data in real time

With WorkOtter’s banking project portfolio management software, specialists can analyze their data in real-time. This oversight helps them monitor their performance while tracking time, costs, profits, and results. Unlike other project financial management software,  WorkOtter enables customized dashboards and reports, adapting to change quickly with data and projects all in one place.

Process Automation

A banking project management software like WorkOtter does the legwork for banking professionals. The process can begin with automation and supervision of planning, monitoring, and implementing long-term and short-term projects to help carry out project plans. As a result, banking companies can ensure on-time completion within an assigned budget while delivering value to customers and stakeholders.

Every WorkOtter Account Includes (No Extra Charge)

Private Cloud Services

WorkOtter is hosted in a top tier, all steel frame, secure building. It is one of the largest facilities in the central United States. We designed our own cloud once we realized that public commercial clouds were slower, less secure, and more susceptible to performance issues.

Secured Data

WorkOtter utilizes banking grade, non open source SSL encryption and is SOC2 (formerly SSAE -16 and SAS70) and U.S. Department of Commerce Safe Harbor Certified. We use only Oracle database services for further security, performance and up-time.

24/7 Support

As good as WorkOtter is, our personal support is better. You may not think that is very important if you are researching vendors, but we (and our customers) assure you – your implementation depends as much on the software features as the company that stands behind it.

Save Time and Money with WorkOtter

With a suite of flexibility and powerful features, WorkOtter is the preeminent banking solution for managing projects. Keep everything on track, knowing where every project stands while saving time on procedures and approvals.

Our banking project portfolio management software with cross-project dashboard accessibility helps project managers and workers review status updates for every task assigned in a project in seconds. This function helps to cut down on progress blockades with an organized, consistent process.

Workers can work quicker, smarter, and together in a collaborative environment. WorkOtter banking project portfolio management software helps bankers customize the software tools, analysis, and reporting specifically to their needs while granting access to the cloud anytime.

Poor project management can lead to instability in banking sectors by alienating potential new clients and technology errors that can impact customer data. WorkOtter addresses these concerns with a secure and comprehensive approach to bank project management.

Some of Our Clients...

Looking For A Banking Project Management Software?

Run the strongest financial business possible. Guarantee your processes are as safe and efficient as possible with WorkOtter banking project management software. 


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