AI
Insurance intermediary
Customer service requests arrived across five email channels with no central categorisation, SLA tracking or workload balancing.
- Customer service
- Finance & procurement
AI use cases
Financial services & insurance use cases
Every use case comes from a real Fruition client engagement, with the client's name withheld. Select "See the build" for the process diagram, boards, automations and integrations.
- use cases
- 13
- with an AI step
- 1
- most common timeframe
- 6 weeks to 3 months
Use case catalogue
Multi-service accounting and advisory firm
An expensive incumbent CRM integrated poorly with practice-management and accounting systems, client data was fragmented across exports, proposals were ad hoc with inaccurate budgets, and there was little visibility of pipeline or internal referrals.
- Sales & CRM
- Marketing
- Finance & procurement
Vehicle leasing company
Retail and fleet enquiries were merged on a work-management board with fragile automations and a manual sales-to-admin order handover with no structured return path.
- Sales & CRM
- Operations & delivery
Financial planning practice
A small advice practice handled leads, onboarding, reviews and client communications manually, with no consistent follow-up or segmentation by advice type.
- Sales & CRM
- Customer service
- Marketing
Tax and advisory firm
A merged tax practice had split boards that had grown complex, an annual rollover done by half-day spreadsheet export and re-import, a previous automation attempt that exhausted the plan's monthly action limit, and reporting that broke when fields were left blank.
- Finance & procurement
- Operations & delivery
- Projects & PMO
Mortgage and asset finance brokerage
A brokerage double-handled leads across spreadsheets, a broker platform and lender portals, reporting on commissions and referrer splits through Excel pivots with no unified client view.
- Sales & CRM
- Finance & procurement
- Executive & strategy
Regional credit union
PMO and marketing projects lived in spreadsheet-based tools without standard intake, effort tracking or a portfolio view of risk and capacity.
- Projects & PMO
- Marketing
- Executive & strategy
Financial planning practice
Annual client reviews, tax and FTA deadlines were tracked manually, so work was not triggered consistently ahead of due dates and advisors lacked visibility of queue position.
- Operations & delivery
- Customer service
Litigation funding firm
A litigation funder re-keyed portal enquiries into monday.com and OneDrive by hand, ran NDAs and conflict checks manually and had no automated reminders across more than 100 active cases.
- Sales & CRM
- Compliance & legal
- Operations & delivery
Private credit fund manager
The loan-management system could not link related investor entities under one client, and a previous integration required heavy custom field mapping and data manipulation, with transaction volumes far above what a work-management board can hold.
- Sales & CRM
- Operations & delivery
- Finance & procurement
Impact investment fund manager
Engagement with ~72 investors was tracked manually in a spreadsheet with no reminders, scattered communication history and no way to map multiple contacts per organisation.
- Sales & CRM
- Executive & strategy
Insurance broker
Account managers tracked referrals and prospects in individual spreadsheets and Outlook, with payments managed separately and updated manually.
- Sales & CRM
- Finance & procurement
Private lending firm
Loan transactions were stored as many repeated columns per loan, so producing client-ready loan statements with running balances meant manual reformatting.
- Finance & procurement
- Customer service
Clients who have used our monday.com consulting services
Financial services & insurance: common questions
This page shows 13 financial services & insurance use cases. The most common are integrations & migration (9), CRM (8), operations & ERP (6), most often for sales & CRM, finance & procurement, operations & delivery teams.
Industries
Other industries
- Construction, trades & field service64 use cases · 4 with AI
- Manufacturing47 use cases · 5 with AI
- Government & public sector3 use cases · 0 with AI
- Healthcare & aged care11 use cases · 0 with AI
- Real estate & property16 use cases · 2 with AI
- Professional services & agencies70 use cases · 23 with AI
- Education & nonprofit7 use cases · 3 with AI
- Retail & e-commerce16 use cases · 2 with AI
- Logistics, fleet & aviation6 use cases · 0 with AI
- Technology & SaaS14 use cases · 1 with AI
- Cross-industry12 use cases · 0 with AI
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