Project management software for financial services
Move Regulated Work Faster. Without Tool Bloat.
24+ years helping financial institutions run complex initiatives that are audit-ready, with a system that everyone from branch teams to executives can pick up in minutes.
BUILT
FOR
- Marketing
- Operations
- Branch Operations
- IT
- PMO
- Compliance
- Cross-functional Teams
Across
- Banks
- Credit Unions
- Insurance
- Wealth Management
- Lending & Mortgage
TRUSTED BY TOP FINANCIAL SERVICES TEAMS
It’s hard to work with a vendor that’s never worked with a financial institution before, because there’s just a lot of nuances. The other platforms try to be everything to everyone. Workzone understands exactly how institutions such as ours function. It’s easy for us to align with their product vision and see where we fit.
Kourtney McKay
Baxter Credit Union
Financial services realities as the starting point
Our thesis for financial services project management
| The Financial Services Reality | The Workzone Approach |
|---|---|
| Projects span departments, branches, and business units | Bring every stakeholder into one shared plan |
| Compliance reviews create bottlenecks across email and chat | Route deliverables through structured sign-offs with an audit-ready trail |
| Shared teams support competing priorities | See workload and capacity before making assignments |
| Recurring initiatives rely on repeat work and disconnected plans | Standardize tasks, timelines, and approvals with reusable templates |
| Branch teams reject complex enterprise software | Built for non-PMs with zero learning curve |
The structure financial services teams require. The simplicity business teams need. The support to make it stick
CORE CAPABILITIES
Manage financial services work in one simple place.
From intake and planning to approvals, resources, and reporting. Manage complex, regulated, cross-functional work without adding more complexity.
01 PROJECTS
Track Every Project & Priority
Track strategic initiatives, branch rollouts, and regulatory deadlines in one shared view.
02 REQUESTS
Centralize Project Intake
Give business units and branches a single front door to submit work requests with full briefs upfront.
03 APPROVALS
Keep Reviews & Approvals Moving
Route disclosures, member marketing, and policy updates through Compliance without email bottlenecks.
04 COORDINATION
Coordinate Cross-Functional Work
Keep PMO, Operations, IT, Marketing, and Compliance aligned across cross-department handoffs.
05 WORKLOAD
Balance Team Workloads
See actual team bandwidth across branches and business units before taking on new initiatives.
06 TEMPLATES
Standardize Repeatable Work
Turn branch openings, annual audits, and product launches into repeatable project blueprints.
07 REPORTING
Give Leadership Clear Visibility
Give executives, board members, and audit committees instant visibility into status and risk.
THE FINANCIAL SERVICES VETTING CHECKLIST
Independently audited, report available
Microsoft Entra ID, Okta, Google
Stakeholders review without full access
Separate departments, branches, and roles
Questionnaires answered during evaluation
Keep reviewers and sign-offs connected
SUPERCHARGE PROJECT MANAGEMENT
Make the most out of Workzone
Connect the tools your teams already use, and let AI handle the busywork without adding complexity.
INTEGRATIONS MADE SIMPLE
9000+ tools. Fully managed.
Workzone connects seamlessly with your CRM, compliance tools, and messaging platforms like Slack and Teams so your workflows stay connected. Tell us what else you use, and our team will take it from there.
1
You tell us where work gets stuck
Share the tools you use and where things slow down.
2
Our team builds and tests it for you
Workzone owns the setup from start to finish.
3
We monitor and maintain it, forever
Real people keep it running as your tools evolve.
- Everything is managed in-house. No third-party vendors or outsourcing.
AI Made Simple
Just ask. Workzone does the admin.
Thoughtful AI tools that save time and reduce risk, with your people keeping the judgment.
How we build it
No third-party AI providers.
SOC 2 audited.
No surprise bills as usage grows.
Admins and users switch it on or off.
ADAPTS TO EVERY FINANCIAL SERVICES TEAM
Flexible for every team.
Standardized organization-wide.
No two financial services teams work the same way. Workzone gives each team the flexibility to manage their work while standardizing visibility, accountability, and execution across the organization.
WORKZONE FOR PMO
Portfolio Visibility Without Enterprise Complexity.
Connect strategic priorities to accountable execution across departments, branches, and business units, without another heavyweight tool for business teams to learn.
WORKZONE FOR MARKETING
From Campaign Brief To Compliant Launch.
Keep campaigns, member communications, creative work, and stakeholder approvals moving in one place, with Marketing, Legal, and Compliance working from the same plan.
WORKZONE FOR OPERATIONS
Consistent Execution Across Every Branch.
Coordinate branch openings, process improvements, and operational initiatives with clear owners and repeatable plans across locations and business units.
WORKZONE FOR IT
Enterprise Projects. Without Enterprise Overhead.
Manage digital banking initiatives, systems implementations, and vendor work without adding complexity for the business teams depending on them.
WORKZONE FOR COMPLIANCE
Keep Reviews Accountable. Keep Work Moving.
Bring policy reviews, audit follow-ups, and approval workflows into one shared plan, with clear owners, documentation, and deadlines.
WORKZONE FOR HR
Onboarding And Training. Organized At Scale.
Keep onboarding, employee communications, and training initiatives aligned across departments and branches with reusable plans and shared visibility.
Proof of impact
What transformation looks like.
83%
BCU saw an 83% year-over-year increase in completed projects without adding headcount.
BCU
80%
John Hancock creates 80% of their projects from templates, reducing repeat work.
John Hancock
10–15 hrs
Baxter Credit Union freed up 10–15 hours per team member per week.
Baxter Credit Union
One
TBA Credit Union uses Workzone as the single source of truth across PMO, IT, HR, Accounting, and Facilities.
TBA Credit Union
Workload Data
First Premier Bank quantifies marketing time with workload data to help with annual budgeting.
First Premier Bank
75%
Lake Michigan Credit Union clocks a 75% on-time project completion rate despite high request volume.
Lake Michigan Credit Union
The value of time back
ROI for a 40-person financial services team.
For a team of 38 members and 2 managers, Workzone estimates 3,258 hours saved per year by eliminating manual efforts.
Total dollar impact
Workzone investment
Return on investment
A human, in under 10 minutes
Here for the question behind the question
HUMAN SUPPORT THAT IS REFRESHINGLY ABUNDANT (SORRY BOTS)
Software alone doesn’t create adoption. People do.
We listen first, speak candidly, and shape Workzone around how your team really works. Then we stay with you after launch, helping people build confidence and keep improving.
3 to 4 weeks
Average time to go live, fully trained
Under 10 minutes
Response from a human who has all the context
Unlimited
Training and ongoing support
1 on 1
Project management coaching
See why financial services teams trust Workzone.
A system shaped around our team.
“The customization options were huge for us. Workzone gives you the nuts and bolts, and then lets you build what works for your team.”
Baxter Credit UnionRead Story
Nothing falls through the cracks.
“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.”
SAG-AFTRA Federal Credit Union
A clear view into all the work.
“Great tool for managing projects, collaboration, and communications. Gives our management team a clear view into all of the work in progress and also planned work. If there is ever an issue with resources or prioritization of projects, managers can jump in and adjust where necessary.”
Diebold Nixdorf
Every reviewer. One place.
“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.”
Sammons Financial
YOUR TEAM’S WORK MATTERS
Ready to see Workzone in action?
Simple project management software with real people ready to help you get started.
