ASANA FOR financial services
Where financial services connects work to goals
Unite teams, streamline processes, and adapt to changing regulatory requirements on a single platform.
Align teams toward a shared mission
Bring internal and external teams together on one platform to launch new financial products, manage contracts, and more.
Accelerate your work and teams at once
Streamline manual processes like onboarding new clients and preparing financial reports so you can focus on strategic work.
Adapt to changing regulations
Monitor compliance controls and implement new ones. Quickly communicate necessary updates to teams across your organisation.
- Compliance monitoring
- Product launch
- Project delivery
Monitor and manage compliance
Stay up-to-date with rapidly changing regulatory and compliance demands. Communicate the latest updates with internal teams and external clients all at once.
Conduct regular compliance audits to ensure adherence to regulatory requirements and industry standards
Update client agreements, disclosure documents, and other regulatory paperwork instantly
Keep track of deadlines to submit annual reports, disclosures, or filings to regulatory authorities
Launch financial products faster
Use Asana as mission control for your product launches. Navigate them from start to finish with real-time visibility into every step of the process.
Connect work to division goals and track progress with every team working on the same platform
Prioritize tasks based on client needs and organisational goals
Keep launch activities on track with help from AI
Simplify project delivery
Standardise your organisation’s operations. Accelerate and automate your workflows for audit, tax, advisory, and management consulting services.
Automatically assign reviews and approvals to the right stakeholders, at the right time
Build custom project templates to standardise audits, client onboarding, and more.
Build dashboards to visualise project performance across teams and departments
More ways to use Asana
Mergers and acquisitions
Manage post-acquisition onboarding, rebranding, and facility transitions.
End-of-month close processes
Deliver timely and error-free reporting by centralising essential tasks and cross-team collaboration.
Strategic planning
From setting annual plans to budgeting, Asana helps you prioritize critical goals to improve your company’s bottom line.
Employee onboarding
Create a structured onboarding program to ensure a consistent experience for employees across the organisation.
Campaign management
Organise all campaign-related tasks, timelines, and deliverables in one project.
Goal management and OKR tracking
Set clear, measurable objectives and track progress across your business in real time.
Resource planning
Visualise team capacity, allocate resources effectively, and ensure every project is properly staffed.
Investment research and portfolio management
Organise research tasks, track market insights, and manage investment projects in a single space.
Protect your data with security that scales with you
Trust that your work is safe and secure with Asana’s robust infrastructure and a powerful set of data protection and admin controls.
SAML
SCIM
Service accounts
Admin app management
Trusted guest domains
Audit log
Data loss prevention
Security information and event management (SIEM)
DORA
Morningstar saves an estimated $758,600 annually with Asana
See how Morningstar adopted Asana to achieve ambitious growth, using the platform to streamline workflows, improve prioritization, and scale across business functions.
Recognised as a leader by experts.
Bring teams together in one place
Try any of our 300+ integrations to unite your teams and tools, giving your financial services company a hub to focus on the most important work.
CONTACT SALES
Transform what’s possible in financial services
Get your teams started on Asana.
Invest in a better way to get work done
Organise and streamline your financial services organisation with Asana so you can focus on your clients’ needs and goals.