Niche Expertise ProjectStory specializes in documenting financial services workflows and operational procedures, indicating opportunities to tailor solutions for compliance, process optimization, and training within the financial sector.
Technology Adoption Utilizing tools like Microsoft 365, Chart.js, and PHP suggests the company values modern, web-based, and interactive technology, opening avenues for advanced digital transformation and automation solutions.
Market Positioning With moderate revenue and a small team, ProjectStory appears to serve niche or small-to-mid-sized clients, which offers growth potential through scaled service offerings and strategic partnerships.
Training Focus The PSCertify platform indicates a strong emphasis on employee training and certification, presenting opportunities for integrating learning management systems and compliance tracking for clients.
Growth Potential Given their recent development in workflow documentation and certification tools, business development efforts could focus on expanding into larger financial institutions or developing new modules to diversify their service portfolio.
ProjectStory uses 8 technology products and services including Fusion Ads, Microsoft 365, Font Awesome, and more. Explore ProjectStory's tech stack below.
| ProjectStory Email Formats | Percentage |
| First@projectstory.com | 50% |
| First@projectstory.com | 50% |
Financial ServicesIllinois, United States2-10 Employees
We help companies define their businesses. One specific area of expertise is in documenting financial services front- and back-office workflows and corresponding operational procedures. (See also www.psbanknotes.com.) PSCertify, our web-based testing and certification application, helps organizations measure and monitor training effectiveness.
Company Overview
Funding & FinancialsProjectStory's revenue is estimated to be in the range of $1M$10M
Funding & FinancialsProjectStory's revenue is estimated to be in the range of $1M$10M
1-888-653-2347 
support@leadiq.com