Fintech brands are no strangers to using cutting-edge technology in their services. But that doesn’t mean there’s no room to implement workspace management tools to optimize operations and stay ahead of the competition. In fact, companies that fail to adapt to new trends and systems will eventually fall by the wayside. So, what tools can be utilized?

In this article, we’re going to highlight five of the best workspace tools that will help fintech brands take their productivity and internal communication to the next level. These programs can be the difference between a thriving and dying business, so let’s go check them out.

Spike for Teams

In today’s world of remote working, team members may be located all across the globe. However, maintaining strong communication is crucial, and Spike helps companies do just that. Spike is an app that converts standard emails into chat-like messages, making conversations between teams easier to digest. The platform also puts calendars, documents, calls, and chats into one convenient place. So, instead of having to bounce from one program to the other, Spike brings your entire workflow to your email inbox.

Asana

Asana is an all-in-one platform that allows teams to collaborate and execute tasks in an efficient, organized way. Companies can break down large goals into smaller sub-goals that are shared with each team or individual in a customized workspace. As tasks are completed, everyone can track in real time the progress being made. Asana makes it as easy as possible to share files, keep track of deadlines, and see the overall performance of a business. Companies that use the program report significant improvements in employee satisfaction and on-time completion rates.

Salesforce

Customer relationship management (CRM) isn’t something that can be ignored. Salesforce is a cloud-based software designed to assist companies in managing and understanding customer activity. Using the data that the program provides enables sales teams and account managers to close more deals and maintain healthy relationships with buyers. Salesforce also helps companies create specific marketing strategies for specific clients, resulting in higher turnover rates. Some of its top features include automated sales and marketing processes, lead management, and opportunity management.

Salesloft

When it comes to sales, organization and efficiency are everything. Salesloft allows sales representatives and leaders to have a singular place where they can contact clients, update sales pipelines, create accurate forecasts, and share insights with team members. Directly through the platform, the sales team can discover hot leads and contact potential buyers from various channels. Salesloft is also equipped with effective sales strategies and tips. When new team members are hired, sales leaders can utilize the platform to train them faster and more effectively, saving time and money.

Monite

Managing accounts payable is a tedious part of running a company, but thanks to Monite, that’s no longer the case. Monite automates bill paying, allowing customers to seamlessly make payments with a click of a button. Each client will be notified of upcoming bills and will be able to review and leave comments on invoices. Once bills are paid, the data is immediately prepared for accounting platforms. Using Monite will save fintech brands countless hours of work each month and lead to less lost revenue due to insufficient payments.