Bring Together All Teams, Optimize Work Processes and Empower Digital Transformation in Financial Institutions

Create visibility across all divisions in financial organizations, streamline communication and understand the workload. Track a portfolio of projects related to different financial products/services and optimize the flow of internal processes such as auditing, accounting, legal, and compliance procedures.

How Kanbanize Helps the Banking/Financial Industry?

Enable High-Level Visibility Over The Entire Company

Use a network of digital Kanban boards to bring visibility into the operations of different departments such as Financial Management, IT, Legal, and Procurement. Apply both management and team workspaces to coordinate the work on multiple projects and map end-to-end workflows. Replace spreadsheets with the Kanban boards and streamline the flow of work across different business areas.


Improve Efficiency Across Internal Auditing Groups

Put on display all work activities of your auditing department related to reviewing financial reports, assessing compliance, evaluating risk management, etc., on flexible Kanban boards. Uncover process bottlenecks and visualize blocked work so you can take timely actions. Bring automation to the process to quickly transfer work across relevant functional areas and improve its efficiency.


Visualize a Portfolio of Financial Products/Services

Connect Portfolio and Team Kanban boards to visualize projects or programs related to different financial products/services. Break them down into smaller chunks and distribute them across relevant teams. Stay on top of all team projects and track their execution across different functions, including development, marketing, sales, etc.


Manage & Organize Correspondent Banking Work Activities

Map all process stages, such as preparing legal documentation, contract negotiation, compliance review, etc., when onboarding or managing relationships with correspondent financial institutions. Divide your Kanban boards into horizontal lanes or workflows to prioritize work activities and organize them across specific locations or financial partners/providers.


Improve Collaboration & Manage Dependencies

Consolidate all work-related communication in a single flow management tool and visualize dependencies through different link relationships. As a result, improve collaboration and save time by having shorter but more productive meetings across the company. Turn Kanbanize into a one-stop-shop for tracking work, sharing reports, collecting workflow data, etc., to empower digital transformation.


Why Managers
Love Kanbanize

BMWC Constructors
Ben Jackman
Logistics Supervisor @BMWC Constructors
Luan Oliveira
Head of Transformation Office at Boa Vista @BoaVista
 GE Aviation
Benoît Guillaud
Project Leader @ GE Aviation
Three Deep
Daniel Woodbeck
Director of Operations @Three Deep
Jacopo Romei
Lean Coach @Codemotion
Ultimate Software
Becky McNeeley
Dir. Software Eng. @Ultimate Software
Jordi Medina
Information Technology and Services @Calidae
SSOE Group
Josh Zimmerman
Department Manager, Business Development – BIM2Fab® Steel @SSOE Group
Logistics Supervisor BMWC Constructors

The software has created a new environment centered around communication and transparency in a visually appealing way that we haven’t seen before.

BMWC Constructors
Head of Transformation Office at Boa Vista BoaVista

After a couple of months, we observed a 10x increase in the team's throughput, so we decided to migrate our whole IT product development portfolio to Kanbanize. It significantly reduced the management overhead, allowing us to redirect efforts to increase the team’s maturity and efficiency.


Project Leader GE Aviation

Initially, I just want to track my deliverables, but mapping the workflow had a completely unintended, yet amazing effect: the team built a common understanding of how work gets done.

 GE Aviation
Director of Operations Three Deep

When we go out and talk to customers about Kanban and Kanbanize, people's ears perk up, because they've heard it all there as well, but we are actually, actively doing it.

Three Deep
Lean Coach Codemotion

Kanbanize is so much more than just beautiful Kanban software. It is as powerful as the traditional project management systems, but at the same time it is very simple and intuitive to use.

Dir. Software Eng. Ultimate Software

Kanbanize not only provided us with a highly configurable and feature rich tool to visualize our Kanban board, but the additional features like business rules and, especially, the enhanced analytics really put it in the lead as the tool for us to use.

Ultimate Software
Information Technology and Services Calidae

We stopped making assumptions and started analyzing reality. Kanbanize is a useful tool to monitor team members' work and reflect upon what's happening during a project's life and its tasks, from the first contact with the customer until the end of the execution.

Department Manager, Business Development – BIM2Fab® Steel SSOE Group

…after three months, our team is more collaborative and performing better than before.

SSOE Group

Clients Who Trust Us