Financial services

Financial services professionals wear many hats, from commercial lending to M&A transactions. With robust tools for scheduling, collaboration, and more, Microsoft Project & Portfolio Management is the one solution anyone in your institution can use.

Microsoft Project & Portfolio Management for financial services

Microsoft Surface tablet screen showing a Project file with a project timeline and Gantt chart in Project Professional

Commercial lending

Use tried-and-true lending processes by importing existing workflows. Increase customer transparency with customizable timelines that you can share using familiar Office apps.

Mergers and acquisitions

Improve efficiency and collaboration with automated scheduling and integrated communication tools. Use metrics to decide which projects to start based on strategic value and cost.

Regulatory compliance

Manage all compliance projects, and develop strong regulatory processes to avoid fines and bad press. Use integrated collaboration features to keep everyone on the same page.

New product introduction

Develop products with data-driven tools that examine objectives, budgets, and required resources. Implement products using tools that provide insights across time and task entries.

Top solutions and products for financial services

ARUP logo image

Consulting, Enterprise, Project Online


Arup is the creative force at the heart of many of the world’s most prominent projects in the built environment. From more than 90 offices worldwide, Arup planners, designers, engineers, and consultants deliver innovative projects across the globe.

Arup had a global IT Portfolio Management Office (PMO), but that office had to manually create status reports using spreadsheets and email updates from regional offices.


  • Quick, easy insight into project status
  • Simple yet effective ideation platform
  • Anywhere access to project data
  • Platform for continuous improvement

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Microsoft Project screen image

Professional Services

Microsoft IT case study

Team gains centralized project views from any location.

Project Online helped the Microsoft Infrastructure and Collaboration Services team gain more powerful project management capabilities and eliminate the cost of maintaining servers. Project managers now get instant updates from any location or device.

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A chart in the TEI study image

Technology Products & Services

TEI study

Total Economic Impact of Microsoft Project & Portfolio Management

Learn how companies have used Microsoft Project & Portfolio Management to develop more consistent project management practices and gain greater visibility into how their project portfolios perform.

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Microsoft Surface tablet showing the New Project window in Project Online Professional.

Microsoft Project & Portfolio Management Partners

Microsoft Project & Portfolio Management Partners have proven expertise in implementing and extending Project. Connect with a participating partner who can help determine your requirements and implement a solution that fits your business needs.

Try Now with a Partner