— PROJECT MANAGEMENT FOR FINANCIAL SERVICES
Move Regulated Work Faster.
Without Tool Bloat.
24+ years helping Marketing, Operations, IT, PMO, and cross-functional teams get more done across banks, credit unions, insurance companies, and financial services organizations.
Trusted by Top Financial Services Teams
Manage Work in One Simple Place
Projects
Requests
Approvals
Collaboration
Resources
Everything You Need to Keep Financial Services Work Moving
From intake and planning to approvals, resources, and reporting, Workzone gives Financial Services teams the tools to manage complex, regulated, cross-functional work without adding more complexity.
See projects, deadlines, owners, and priorities in one place. Give teams visibility into their own work while leadership sees progress across departments, branches, and initiatives.
Use workload reports to see capacity across teams, identify overloaded resources, and make better assignments across competing initiatives.
Use shared projects, dependencies, files, and updates to keep PMO, Operations, IT, Marketing, Compliance, and business teams working from the same plan.
Use customizable request forms to capture incoming work, collect the right information upfront, and turn approved requests directly into projects.
Use project templates to standardize tasks, owners, timelines, dependencies, and approvals for recurring initiatives across departments, branches, and locations.
Route files and deliverables through built-in proofing and approvals so Marketing, Legal, Compliance, leadership, and other stakeholders can review without lengthy email chains.
Use dashboards and automated reports to show leaders what's on track, what's at risk, and where attention is needed across portfolios and initiatives.
Workzone connects seamlessly with your CRM, compliance tools, and messaging platforms like Slack and Teams so your workflows stay connected.
Our US-based team is ready to help your team go live fast. Access 1:1 coaching, onboarding, and real-person support—humans, not robots.
Proof Of Impact:
What Transformation Looks Like
83% More Projects Delivered With The Same Team.
BCU saw an 83% year-over-year increase in completed projects without adding headcount.
Up To 80% Repeatable Work Automated
John Hancock creates 80% of their projects from templates, thereby reducing repeat work.
Freed Up 10-15 Hours Per Member Per Week
Baxter Credit Union freed up 10-15 hours per team member per week.
Single Source Of Truth Across The Organization
TBA Credit Union uses Workzone as the single source of truth across PMO, IT, HR, Accounting, and Facilities
Workload Data Informs Budgets & Priorities
First Premier Bank uses workload data to quantify marketing time which helps with annual budgeting.
High On-Track Competion Despite High Volume
Lake Michigan Credit Union clocks 75% on-time project completion rate despite high request volume.
ROI for a 40-Person Financial Services Team
38
Total of
team members
02
Total of
managers
$70k
Average salary of team member
$100k
Average salary of manager
Time & Cost Savings from Eliminating Manual Efforts
| Time Savings by Team Members per year (hours) | 2,913 | |
| Time Savings by Managers per year (hours) | 345 | |
| Total Time Savings per year at an organizational level (hours) | 3,258 | |
| Cost Savings by Team Members per year | $110,833 | |
| Cost Savings by Managers per year | $18,750 | |
| Total Cost Savings per year at an organizational level | $129,583 | |
Other Cost Savings
| Cost Savings from eliminating redundant tools | $4,000 | |
| Cost Savings from preventing overstaffing | $143,000 | |
| Total Cost Savings per year at an organization Level | $147,000 | |
Impact ROI
| Total Time Savings per year at an organizational level (hours) | 3,258 | |
| Total Cost Savings per year at an organization level | $276,583 | |
| Total Dollar Impact | $276,583 | |
| Workzone Investment | $19,200 | |
| Return On Investment (ROI) | 13.4 | |
Real Humans to Drive Adoption
Access unlimited training at no cost, get on a Zoom call with our support team in under 10 mins, get 1-1 PM coaching, go-live in 3 weeks—humans, not robots.
24+ Years Supporting Complex, High-Stakes Work
"Workzone is perfect for managing all of our quick-moving internal projects. The customer service is outstanding. The reps are easy to get a hold of and resolve issues in a timely manner."
Sarah Johnson
"Workzone is really easy to use. It's great for collaboration and our review and routing process. I like that I can send it to multiple reviewers and get their feedback or approval all in one spot."
Gail Dixon
"If you need a tool that is easy to use and provides a robust view of projects, then Workzone is perfect. It's priced right and I can rest at night knowing nothing has fallen through the cracks."
Jane Kennedy
Software adoption Made Simple
Technology is only helpful if people use it. That’s why Workzone pairs powerful tools with live training, real-person support, and a proven adoption plan—so your team gets value from day one.
Ready To See Workzone In Action?
Simple project management software with real people ready to help you get started.
