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

Results

$139K+

saved per year

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

Talk to sales

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

Baptiste Ancey

Head of Innovation, Indosuez Wealth Management

Talk to sales

Download the report

Read more stories

Read story

How Agora saved 30 hours per quarter with a custom monday vibe OKR app

Real estate

Company-wide

North America

Mid-market

monday vibe

30hrs

saved per quarter

“As we scaled, reporting couldn’t be an afterthought. We needed execution and visibility to live in the same system, and monday vibe offered that solution.”

Asaf Goldstof

Director of AI Operations, Agora

Read story

From Daily Operations to Crisis Response: How Alachua County, FL Stays Ready with monday.com

Non-profit

Company-wide

North America

Mid-market

Work Management

"It was hard for me to ask my team, in a heightened level of anxiety and adrenaline, to come in cold to a system that they may have used once in a training environment for a real-life incident or hazard."

Director of Emergency Management