Project Management Solutions for Financial Services & Insurance

TaskRay offers Salesforce-native project management solutions tailored for financial services and insurance, featuring pre-built templates, efficient resource allocation, and streamlined collaboration to accelerate onboarding, improve compliance, boost productivity, reduce costs, and enhance customer satisfaction for leading industry clients.

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.

Real Value Delivered

Trusted by leading Financial Services & Insurance companies. Customers using TaskRay experience on average:

Increase onboarding and implementation speed
Boost speed of revenue realization and collection
Enhance workforce productivity and operating cost reductions
Improve customer satisfaction survey results

Discover how TaskRay powers onboarding and implementation operational excellence

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
Deliver onboarding processes that speed up time to first transaction for corporate teams
Standardize the onboarding process for new hires

Find out how TaskRay simplifies coordination challenges for industry growth.

Get to Know TaskRay’s External Collaboration Features

Learn how we’re enhancing TaskRay’s External Collaboration feature to give you more tools, options, and flexibility to collaborate with your customers exactly how you need to through views, assignments, notifications, file sharing, and more.

Prospera Financial Builds Strong Customer Relationships with the Support of TaskRay

TaskRay enables Prospera’s financial advisors to focus on what matters most: their client relationships.

How to Measure Customer Onboarding Time To Value

Time to Value is the duration it takes for customers to realize the worth of their investment in your product or service. Learn how enterprises can deliver on-time to value in the customer onboarding process.

Template Builder: Create standardized project templates for your company to jumpstart new projects and follow best practices. Learn More
Collaboration: Share project and task updates with stakeholders to keep everyone informed with TaskRay’s public dashboards. Learn More
Comprehensive Security & Access Controls: TaskRay follows superior security practices with SOC 2 compliance backed by Salesforce security standards. Learn More
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. Learn More
Workflow Automations: Kick off projects faster and automate repetitive tasks and workflows to speed project delivery. Learn More
Time Tracking: Keep tabs on how much time users spend on tasks and check if projects are on schedule. Learn More
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. Learn More
Bulk Assign Tasks: Reassign or distribute projects and tasks effortlessly as your plans change. Learn More

Relevant Resources

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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Project Management Solutions for Financial Services & Insurance