Optimize Banking and Capital Markets Operations
Streamline operations, optimize workflows, and enhance profit margins. Discover how Wrike’s customizable solution puts your team at the peak of efficiency.
Leverage enterprise-level security
Protect your data using enterprise-level security measures including role-based access, user groups, and folder permission controls. Rest easy knowing that all your sensitive information is safeguarded around the clock.
“When we’re looking at 150 jobs a month, and trying to imagine how we’re going to accomplish getting all those jobs done, and how to organize them all — I can’t imagine how we would do it without a solution like Wrike.”
Increased project speed from start to finish
Scaled the team size with ease
“Wrike is so flexible and robust and has just about every feature under the sun. We could see Wrike would work with our existing processes.”
of internal and external email eliminated
“The company is completely set up on Wrike. Not just customer project management, but also the internal management of the company. If you ask me for an invoice from five years ago, I can find it in three clicks.”
Business Goals
Optimize the pursuit of your banking business objectives. Define, track, and achieve goals systematically while aligning your team’s efforts for maximum impact.
Contract management
Streamline your contract management process with our proven template. Stay on top of key milestones, ensure compliance, and accelerate your legal operations effortlessly.
RACI
Establish clear roles and responsibilities with our RACI template. Enhance your team’s understanding of every task, fostering accountability and operational efficiency in your banking projects.
Services Scoping & Initiation
Define scope, manage resources, and initiate your banking services projects efficiently using this template while saving time and boosting results.
