Financial Services

Move fast to stay ahead of competitors — and keep clients and customers coming back.

Move faster

“[Smartsheet] helps [PayPal] make decisions faster.”

Scale quickly

Banco Rioja scaled number of projects by 10x.

Improve efficiency

Bland & Associates is “under budget and on time, if not ahead of schedule, on every task.”

Meet the secure, scalable, auditable platform for dynamic work.

In the highly regulated financial services industry, you need to know that personal data and other electronic data is private, secure, and collected and used in line with many existing regulations. Smartsheet is committed to respecting privacy rights, and adheres to strict security protocols, including multi-site data redundancy hosting in AWS facilities, continuous surveillance, and encryption to safeguard your data.

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It’s really important that on a day-to-day basis, we have clear visibility and line of sight to what’s occurring, what’s on point, who is on point, what’s next in each of these work streams. Smartsheet allows that summary view so you can really see the forest for the trees.

Jeff Cowley, OCIO Program Manager, PayPal

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We now use [Smartsheet] to manage all of our corporate projects because it’s easy for anyone to use, attach files, view progress, or update project status...It’s incredible how that level of transparency has boosted our productivity. It’s very motivating.

Arp Trivedi, Manager of Administration, Motion Federal Credit Union

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We offer pre-built solutions, templates, and custom solutions specific to the financial services industry.

Here are just a few ideas of what you can achieve with Smartsheet.

Automation

Automate compliance, audit, and risk processes

Implement standardized, scalable finance and risk compliance practices and keep all relevant information in one place with organized comments, attachments, and checkboxes in Smartsheet.

Activity Log

Track strategic initiatives

Review strategic initiative alignment with your overall strategic objectives while accelerating new initiative evaluation with automated workflows and approvals.

Accelerators

Accelerate program planning and delivery

Whether you’re delivering new financial products, marketing them, or working to better support your customers, Smartsheet can help you plan and execute large initiatives, align internal and external teams, and unlock real-time visibility for everyone.

Executive Center

Portfolio management

Manage projects, portfolios, and resources with a holistic view across your institution to increase flexibility and agility — and deliver value fast.

Streamline IT PMO

Empower employees with the right solutions, manage resources, and plan for tomorrow — all while keeping the lights on. The Smartsheet Accelerator for IT PMO helps you manage all that — and drive alignment across your institution.

Manage mergers and acquisitions

Automate your M&A processes from targeting through integrations with one system of record that incorporates cost-effective best practices for rapid deal return realization with the Smartsheet Accelerator for Mergers & Acquisitions.

Automate business processes across platforms.

Financial institutions often rely on multiple systems to store important data and perform work, requiring people to perform manual steps to bridge the gaps. With Bridge by Smartsheet, you can connect data across systems and automate routine tasks, so your team can focus on innovating.

Smartsheet connects with the tools you use every day.

Smartsheet named a leader in The Forrester Wave™: Collaborative Work Management Tools, Q4 2020

“Smartsheet’s emphasis on enterprise has seen strong investment in security, integration and scalability in order to address a wide range of use cases,” according to Forrester.

To drive success in a changing environment, empower employees to innovate and work with agility.

See how rethinking your business mindset — and your technology investments — can help employees thrive amid the pressures of today’s environment, and in the face of future disruptions.

Ready to get started?