Case Study: BSI (Banca della Svizzera Italiana) achieves unified portfolio visibility and streamlined PPM with Cerri (Genius Project)

BSI - Customer Case Study

BSI is a Swiss private bank headquartered in Lugano, specializing in asset management for private and institutional clients with ~2,000 employees and CHF 865M in annual revenue. Facing fragmented reporting and limited visibility across portfolios and projects, BSI sought a solution to meet P3O best practices and provide a unified, standardized view of project information.

BSI implemented Genius Project to deliver portfolio management, centralized reporting and dashboards, and PRINCE2-aligned processes. The platform created a single source of truth for cross‑project risk and issue management, improved milestone tracking and actual-vs-planned monitoring, and enabled a successful PPM practice with streamlined portfolio analysis, approval workflows and consolidated project reporting.

BSI (Banca della Svizzera Italiana)

Silvia Benzi

Consultant