monday.com for financial services
Banks, insurers, and fintechs — 40 delivered clients. We build workflows that survive an audit: approval steps, activity logs, and permissions on a need-to-know basis.
Financial Services teams that run on our work
Nordea
S&P Global
Marsh
Trustly Group
Clearbank
LeoVegas
Convex Insurance
Jaja Finance
Aag Wealth Management
Beacon Benefits
Bergman & Beving
Billing Finance
Centiro Group
Charter School Business Management
Credito Real USA - Business Capital
Czarnikow
Digifin
Entrada Ventures Group
The problems we hear in every Financial Services discovery call
Audit-critical work on email
Processes must survive an audit, but they run on email and goodwill.
Onboarding without a case view
Client onboarding involves checks across teams, with no single view of where a case stands.
Hand-built reporting
Reporting to management and regulators is assembled by hand every quarter.
Common builds in Financial Services
Client onboarding workflows with approval steps and a full activity log
Permission-controlled boards so sensitive cases stay on a need-to-know basis
Compliance checklists with owners, deadlines, and escalations
Internal request queues with SLAs
Management dashboards that update themselves
Every build here is a proven starting point drawn from real implementations, not a fixed template. We tailor the structure, automations, and integrations to how your team actually works.
Runs on these solutions