Financial Services

Project Management Solutions for Financial Services & Insurance

Meeting financial compliance, regulatory standards, and client expectations is hard—project management and onboarding doesn't have to be. TaskRay makes client onboarding, new employee onboarding, and FinTech implementation projects simple.
financial services main

Transform projects into efficient, scalable workflows for successful, on-time completion – all within the security of a Salesforce-native environment.

Pre-Built Project Templates
Initiate your projects using ready-to-use frameworks and top-notch industry standards, guaranteeing uniform and expandable triumph.
Efficient Resource Allocation & Planning
Enable your teams to accomplish greater feats with fewer resources. TaskRay’s resource management features facilitate the efficient utilization of your team’s talents to optimize productivity.
Streamlined Collaboration
Improve interaction with stakeholders and ensure alignment among all parties for triumphant project results.
Actionable Performance Insights
Access valuable insights from project performance dashboards to inform your decisions and maintain project progress.

Real Value Delivered

Trusted by leading Financial Services & Insurance companies. Customers using TaskRay experience on average:
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Increase onboarding and implementation speed
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Boost speed of revenue realization and collection
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%+
Enhance workforce productivity and operating cost reductions
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Improve customer satisfaction survey results

Tailored Solutions

Work Management You Can Bank On

TaskRay is designed to meet the FSI industry’s work management needs and is packed with features needed to deliver consistent, meaningful results for your clients every time.

Navigate Complexities with Ease

We understand the challenges — the tightrope walk of compliance, the high expectations of service, and the sheer complexity of the tasks at hand. Our Salesforce-native solution empowers you to turn intricate projects into repeatable, scalable, and personable processes. Optimize efficiencies, accelerate project completion, and increase speed to revenue without sacrificing customer service.
Efficiently guide clients through the onboarding process
Delivery onboarding processes that speed up time to first transaction for corporate teams
Standardize the onboarding process for new hires
Streamline processes related to mortgage lending and property management

Find out how TaskRay simplifies coordination challenges for industry growth.

Feature-rich and purpose-built for financial services & insurance work management

Template Builder

Create standardized project templates for your company to jumpstart new projects and follow best practices.

Collaboration

Share project and task updates with stakeholders to keep everyone informed with TaskRay’s public dashboards.

Comprehensive Security & Access Controls

TaskRay follows superior security practices with SOC 2 compliance backed by Salesforce security standards.

Resource Planning & Forecasting

Easily oversee your team’s workload across projects. Assign the right people with the right skills and plan for future resource needs.

Workflow Automations

Kick off projects faster and automate repetitive tasks and workflows to speed project delivery.

Time Tracking

Keep tabs on how much time users spend on tasks and check if projects are on schedule.

Project Performance Dashboards

See an overview of all your projects in manager performance dashboards. Analyze every aspect of delivery by diving deeper into specific project views.

Bulk Assign Tasks

Reassign or distribute projects and tasks effortlessly as your plans change.

Ready to learn more?

Discover how TaskRay can help you build, manage, and optimize your processes to deliver the best post-sale moments for your customers.
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