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Indosuez Wealth Management

How Indosuez Wealth Management aligns top management and local KPIs

Optimizing workload and data accuracy for best results
Optimizing production boards to increase transparency and decrease stakeholder questions
Optimizing production boards to increase transparency and decrease stakeholder questions
Optimizing production boards to increase transparency and decrease stakeholder questions
Results
$139K+
saved per year
5
hours saved per person, per month
50%
increase in collaboration and efficiency
Industry
Financial services
Company size
Enterprise
Teams
Company-wide
Products used
Work Management
Partner
In this story

"We are always synchronized between the top management figures and the middle and local KPIs."

Baptiste Ancey
Head of Innovation, Indosuez Wealth Management
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Non-profit
Company-wide
North America
Mid-market
Work Management

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Non-profit
Company-wide
LATAM
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Cristian Bolado
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Healthcare
PMO
Marketing & Communications
North America
Work Management
100%
adoption across campaign workflows

“monday.com gave us more than a platform. It gave us a better way of working, one that’s visible, accountable, and scalable across the entire organization.”

Karin Traina
Director, Process Improvement & Change Management