INDUSTRY

Project Management Software for Financial Services

Every financial services company runs a second business underneath the product: a constant stream of change. This is the board that keeps it traceable.

The programme running underneath the product

A lending app, a wealth platform, a payments switch, an NBFC's loan book: different products, but each one runs a second business underneath, a steady stream of change requests. A new fee structure, a partner integration, a reporting field that shifted again, a UI update legal wants to see before release. None of it is exotic on its own, but all of it needs to be traceable from the day someone asked for it to the day it shipped.

That traceability usually lives in someone's memory, a spreadsheet three people edit slightly differently, or a status call that mostly exists to reconstruct what already happened last week. ShipSprint's take is simple: the board itself should hold the record, not a summary someone assembles from memory of the board.

Picture a fairly ordinary sprint. Product wants a new repayment tenure added, risk wants a second look at the eligibility logic before it ships, and marketing is waiting on both before the launch copy can go live. None of those three people report to each other, and none of them wants to be the one chasing the other two for a status update. A board that already shows the request, its review, and what's still open removes the need for the chase in the first place.

This page is written for the breadth of the sector, product teams at a fintech, operations at an NBFC, a wealth or asset management back office, a payments company's release cycle, rather than for one regulator's specific ruleset. If your work sits inside a bank's own change and audit function specifically, the banking page goes narrower on that.

The size of the sector is part of the problem, honestly. A ten-person fintech and a two-hundred-person NBFC operations team both call themselves "financial services," and both end up buying tools scoped for a generic enterprise rather than for how change actually moves through a regulated product company at their size. ShipSprint doesn't try to model your specific regulator's process. It gives you the board, the forecast and the record, and leaves the process itself to your team.

How it works

What a financial services team gets

Six pieces built to make a change request answerable months after it shipped.

A request traceable from ask to release

A change starts as a card in the triage inbox, moves through sprints with a visible history, and closes against a decision written on its wiki page. It isn't a formal audit trail, but "why did we do this, and who signed off" stays answerable months later, without anyone reconstructing it from memory or a chat thread that's since scrolled out of view.

Capacity that actually caps intake

Per-column WIP limits mean a review or release column can't quietly fill past what the team can handle, and new requests land in triage instead of arriving as a fait accompli in someone's inbox.

A forecast that moves with reality

Delivery dates are calculated from the team's measured velocity as sprints complete, so a regulatory deadline at risk shows up weeks early, while there's still time to reprioritise or pull in help, rather than on the morning it's due, when the only options left are apologising or working the weekend.

Hours logged without a Friday scramble

Logging a day's time takes about five seconds, sits next to the task just closed, and the reminder for a missing day goes to the person, not their manager. That's useful when hours need to map back to a product line or a client engagement.

One "my day" screen, one tap when blocked

Everyone opens to today's items and a one-tap time log, with a single tap for "I'm blocked" that pulls in the right person with context already attached, instead of a message that starts with "quick question."

A portfolio view for whoever owns the roadmap

The owner command center rolls every product line and function into one screen, with a Monday digest that arrives without anyone compiling it. That's useful when a change programme spans product, ops and compliance functions at once.

Put together, that's what actually changes for a fintech or NBFC ops team once this is running: a limit increase or a fee change doesn't drift for weeks because nobody owns chasing it, and when someone senior asks why a rule changed six months back, the answer is a link to a wiki page rather than a scramble to remember who decided what.

What this is not certified for

Say it exactly: ShipSprint holds no SOC 2 report, no ISO 27001 certificate, no PCI-DSS attestation and no GDPR-specific certification. There is no formal compliance badge behind this product, and this page has deliberately avoided any softened phrasing elsewhere on the site that might imply one without saying so outright.

What's verifiable instead: every workspace is an isolated tenant, two-factor authentication is available to every user, every admin action is logged, and the entire workspace exports as JSON on demand. That is the whole list, plainly stated, not a preview of a larger one, and not something we expect to expand into a certification claim later.

The honest positioning is this: ShipSprint is a coordination tool for the human work around a regulated product, planning it, tracking it, forecasting when it lands, not a system of record for the product itself, and not part of your compliance boundary. There's no core-banking, payments-switch or trading-system integration here, and none claimed.

Who this suits: product, operations, risk and marketing teams inside a fintech, NBFC, wealth manager or payments company, coordinating the projects and change requests that move a regulated product forward. Who it doesn't suit: a compliance function that needs a certified, audit-ready system of record as its primary tool. That's a different purchase, and this page would rather say so than let a mismatched pilot waste a quarter.

One subscription, every function

Financial services companies tend to run product, risk, operations and marketing on separate tools with separate renewal dates, and reconcile the cost across all of them once a year. ShipSprint charges per seat, once, so a change programme spanning three functions sits in one subscription rather than three line items finance has to match up. For a team that's used to a fee change touching three tools before it touches one board, that consolidation alone tends to be the first thing people notice.

  • Product, operations, risk and marketing each run their own templates and vocabulary on the same subscription, so a change programme spanning three functions doesn't need three separate purchases to track it.
  • ShipSprint connects to Claude and ChatGPT, so someone can ask "what regulatory items are due this sprint" in plain language rather than hunting across boards for the answer.
  • Free covers up to 5 users and 2 projects, indefinitely. Team is ₹299 per user a month, or ₹2,899 a year, for up to 40 users. Business is ₹599 per user a month, or ₹6,499 a year, and unlocks forecasts, scorecards and the owner command center.
  • Every paid plan begins with a 14-day full-access trial on Business, a sample project preloaded, no card needed to start.
  • Invoices are GST-compliant by default and issued automatically each billing cycle, so finance isn't chasing a document at quarter close.
FAQ

Common questions

No. It's a project and coordination tool: boards, forecasts, time logging and a wiki. It holds no compliance certification of any kind, and it isn't designed to sit inside your regulatory compliance boundary as a system of record. Use it to plan and track the work; keep your actual compliance systems as they are.

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Related pages

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