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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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Company-wide
PMO
Operations
North America
Mid-market
Work Management
10x
company growth since adopting monday.com

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Alex Boulder
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Company-wide
LATAM
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1
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Cristian Bolado
National Director of Organizational Development and Support to Governing Bodies