Financial Institutions Choose Project Insight for Regulation and Compliance Efficiency

Project Insight®

​​Banks, credit unions, and lenders are increasingly choosing Project Insight to organize their strategic initiatives and manage resources across matrixed environments. PI’s native software modules help financial institutions with timeliness, accuracy and compliance while integrating with best-of-breed software development, finance and customer (CRM) platforms.

“All departments of a bank or credit union have strategic initiatives that are believed to be equal in importance,” said Margaret Campbell, Director of Customer Success. “PI cuts through the silos and lack of communication in order to increase efficiency and maintain compliance.”

More than any other industry, regulations and compliance rules directly affect transactional performance in each company. These institutions look to Project Insight to facilitate communications, organize information, and ensure nothing slips through the cracks.

About Project Insight®

Project Insight (PI®) is the leading work management software that automates your work, unifies your data, and makes your life easier. By embracing an omnichannel view of work, companies can leverage their existing software investments and gain the needed insights to move the business forward. For more information and a free trial, go to

Source: Project Insight