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ASANA FOR financial services
Where financial services connects work to goals
Streamline your workflows for better business results. Unite teams on a secure platform, keep everyone accountable on key projects, and manage processes with precision.
Drive strategic priorities with precision
Turn ambitious goals into measurable outcomes with clear accountability at every step, from planning to rollout.
Make complex processes a competitive advantage
Streamline high-stakes workflows with powerful automations and clear accountability.
Keep your work data secure
Protect your organization with enterprise-grade security, safeguarding sensitive information across departments.
- Compliance monitoring
- Month-end close process
- Portfolio management
Manage and track compliance
Create a centralized hub for managing compliance-related workflows and deadlines. Monitor status and drive accountability across teams while maintaining clear documentation.
Build repeatable processes for compliance reviews, audits, and regular filings with customizable templates
Automate notifications for key filing deadlines and streamline approvals with workflow rules
Generate real-time status reports with AI to update stakeholders on compliance activities
Deliver month-end close with confidence
Transform your month-end close from a chaotic sprint into a controlled process. Maintain clear visibility of every deadline, dependency, and deliverable across teams.
Streamline coordination between accounting, finance, and operations teams with automated workflows
Track progress in real time with customizable dashboards that display the status of every deliverable
Standardize recurring processes with templates and meet every deadline
Power investment research and portfolio tracking
Create a secure hub for coordinating investment research and portfolio management activities. Boost collaboration between analysts while protecting sensitive insights.
Structure complex research workflows with custom fields to track key metrics, scenarios, and investment theses
Connect research pods with automated notifications, structured handoffs, and clear accountability
Accelerate routine processes and generate targeted reports to keep portfolio managers up to date
More ways to use Asana
Mergers and acquisitions
Manage post-acquisition onboarding, rebranding, and facility transitions.
Strategic planning and budget cycles
Get visibility into goals, resources, and financial priorities across departments.
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.
Product launch
Coordinate new launches with automated workflows, clear milestones, and real-time progress tracking.
Client reporting cycles
Streamline recurring cycles with standardized workflows that ensure accurate, timely delivery across all accounts.
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 (DLP)
Security information and event management (SIEM)
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.
Recognized as a leader by experts
Bring teams together in one place
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.
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.