Regulatory-grade audit log
Every change to a feature, dependency or objective is timestamped, attributed and queryable. Export the full history for any PI in one click — exactly what internal audit, external audit and regulators expect to see.
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Financial Services
PI Planning under regulation, audit and risk.
Banks, insurers and capital-markets firms run some of the world's largest SAFe portfolios — under the watchful eye of regulators. PlanTrain gives Release Train Engineers a single source of truth that survives audit and accelerates delivery.
10×
faster PI prep vs. spreadsheets
100%
auditable change history
<24h
to roll out a new ART
0
data leakage between tenants
Why Financial Services teams choose PlanTrain.
Financial services organisations were among the earliest adopters of the Scaled Agile Framework, and today they operate some of the most complex Agile Release Trains in existence — frequently spanning core banking, payments, risk, compliance, treasury, channels, data and infrastructure teams. The pressure on Release Train Engineers in this industry is unique: every PI Planning artefact must be defensible to internal audit, external auditors, and increasingly to regulators such as the FCA, PRA, BaFin, FINMA, MAS, OCC and the Federal Reserve.
PlanTrain was designed from day one with this reality in mind. Every change to a feature, dependency, ROAM risk, PI Objective and confidence vote is timestamped, attributed to a named user, and queryable. Nothing relies on email threads or screenshots taken at the end of a planning event. When the regulator asks ‘when did the train commit to this initiative, who voted, and what risks were known at the time?’, the answer is two clicks away.
PlanTrain is also engineered for the security posture financial institutions expect: per-organisation row-level security on every table, SAML SSO with named identity providers, granular role-based access control, and a clean separation between production data and analytics. Sensitive programme content never co-mingles with other tenants.
The challenges we hear most
Patterns we see across Financial Services ARTs running SAFe today.
- Spreadsheet sprawl across compliance, risk, ops and IT teams
- Audit trails reconstructed manually after each PI
- Risk and dependency tracking that doesn't tie back to features
- Sensitive data scattered across unmanaged tools
- Regulatory milestones (e.g. DORA, Basel, IFRS) competing for capacity
- Cross-LOB dependencies across retail, corporate, markets and operations
What changes with PlanTrain
Concrete outcomes Release Train Engineers report after switching.
- Single auditable record of every plan, change and decision
- ROAM risks linked to features, teams and regulatory items
- Confidence votes archived with every PI
- Org-isolated, row-level secured workspaces
- One canonical view for the CIO, COO and Chief Risk Officer
- Regulatory commitments visible on the program board
Capabilities
What Financial Services ARTs get out of the box.
Risk that talks to delivery
Operational, compliance and tech risks live alongside the features they affect. ROAM status drives governance reporting, and risk owners are notified in-app when items they own change.
SSO & access controls
SAML SSO with Okta, Azure AD, Ping and Auth0; granular RBAC with separate Business Owner, RTE, Scrum Master, Product Manager, Product Owner and stakeholder roles; per-organisation isolation with hard tenancy boundaries.
Programme & portfolio reporting
Roll up multiple ARTs into a portfolio view with predictability, risk burn-down and dependency hot-spots — the report the COO and CIO actually want.
Use cases
Common Financial Services programmes powered by PlanTrain.
Core banking modernisation
Coordinate replatforming across deposits, lending and payments with a shared program board, milestone gates tied to migration waves, and explicit traceability from regulatory commitments to delivered features.
Payments & ISO 20022 transitions
Plan multi-quarter payments programmes (SEPA Instant, FedNow, ISO 20022 SWIFT MX) with cross-team dependencies and supplier milestones in one place.
Regulatory programmes
Treat DORA, Basel III/IV, IFRS 17, CSRD and SOX programmes as first-class portfolio epics with explicit due-date milestones and risk linkage.
Risk & compliance trains
Run dedicated risk-and-compliance ARTs alongside customer-facing trains, with cross-train dependencies tracked on the program board.
AI copilot
AI that respects your audit trail
Lovable AI drafts work items, breaks them down and surfaces dependencies — every suggestion is reviewed and approved by a named human before it lands.
Draft regulatory epics from a one-line brief
Type ‘DORA ICT incident reporting’ and the AI proposes a portfolio epic with scope, acceptance criteria and risk callouts, ready for the RTE to review.
Auto-break epics → features → stories
AI proposes a feature decomposition for each epic and stories per feature, populated straight into the breakout team’s Backlog under the right swimlane on approval.
Dependency suggestions across LOBs
Cross-LOB dependencies (payments → core, risk → data) are surfaced automatically based on feature content, so audit doesn’t find them after the fact.
Wiki-grounded answers for examiners
Per-org Wikis (policies, controls, runbooks) ground the assistant so answers cite source pages with version history — never hallucinated.
Every AI suggestion is reviewed by a named user before it lands. Permissions are role-gated (admin, RTE, PM, PO) and per-org isolated.
Frameworks & regulations we hear about
PlanTrain is used in Financial Services programmes governed by:
DORABasel III/IVIFRS 17SOXPCI-DSSGDPRMiFID IICSRD
PlanTrain provides the audit trail, tenancy isolation and access controls these regimes require. We do not certify your programme to these standards — but we make sure the PI Planning artefacts your auditors and regulators ask for are always one click away.
Financial Services FAQs
Is PlanTrain suitable for tier-1 banks?+
Yes. PlanTrain is used by banks running 10+ ARTs in a single workspace, with full audit history, SAML SSO and dedicated tenancy on the Enterprise tier.
Can we host PlanTrain in the EU / UK / US / APAC?+
Yes — Enterprise customers can choose data residency from EU, UK, US and APAC regions.
How does PlanTrain support DORA-style operational resilience?+
Critical third-party suppliers, ICT risk and incident response milestones can be modelled as first-class portfolio epics with explicit traceability into team-level features and ROAM risks.