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.
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.