Case Study: Leading Financial Services Company improves engineer experience and visibility with Planview Hub

Leading Financial Services Company Improves Engineer Experience, Increases Visibility, Enables Agile Transformation

Leading Financial Services Company, one of the largest financial services firms in the U.S., was pursuing a global digital transformation and Agile-at-scale journey but struggled with fragmented tools, manual data entry, and limited visibility across Jira and ServiceNow. The company needed Planview to help engineers work more efficiently, improve traceability, and support regulatory compliance while reducing the burden of administrative tasks.

Planview implemented Planview Hub as the integration backbone for the company’s product development ecosystem, enabling automated cross-tool traceability and seamless connectivity between key systems. With Planview, the firm eliminated hours of manual copying and reporting, improved collaboration and data consistency, and gave leadership better visibility into priorities, risks, and capacity—helping increase productivity and support more predictable delivery.