Financial services companies trust Jira Service Management

Banks, insurance companies, security, and brokerage firms use Jira Service Management for scalable governance and compliance. Track financial transactions, reduce data breaches, and focus on client relationships.

Jira Service Management financial templates

Elevate customer experiences

Empower your agents and advisors to create value streams that eliminate repetitive tasks and manual processes. Provide efficient service by using no-code forms, workflows, and automations.

Stay compliant

Move away from managing compliant requests in email through a tailored service desk on a secure network. This includes custom workflows, SLAs, and solid risk management plans.

Jira Service Management financial form
Jira Service Management financial authentification

Secure your data

We now have EBA and BaFin compliance so suggest adding that in - As an industry that handles sensitive customer information, it’s vital that financial services companies keep their technology current and protect themselves from malicious actors. Atlassian is compliant in EBA, BaFin, and more.

Unlock collaboration between teams

Make it easy for agents, advisors, compliance teams, and stakeholders to collaborate and communicate across requests. Stay on top of project timelines, get a holistic view of deliverables, and share files to precisely plan and execute.

Jira Service Management financial ticket

Jira Service Management features for Financial Services teams

Request management

Manage work across teams with one platform so your employees and customers quickly get the help they need.

Deliver on SLAs

Get the important things done first with prioritized queues. Configure, click, and get going in minutes.

Asset management

Store assets to manage documentation efficiently, track ownership and lifecycles, and reduce costs.

400+ forms and templates

Use pre-designed forms and customizable templates that make it easy to get started and provide service faster.

Automated workflows

Let automation do the work for you by linking related Jira tickets to provide better support, or auto-assigning issues to streamline processes.

Configuration management

Be confident in your compliance management. Clearly visualize systems and dependencies to anticipate risk.

Learn about The Total Economic Impact™ of Atlassian Jira Service Management

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ITSM templates to help you get started fast

Give the right people the context they need to take action. Manage requests, incidents, and changes to deliver great service, fast.

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Automation library for improved efficiency

Scale your IT service management by automating repetitive tasks. Automation enables you to provide outstanding customer support with a lean team, helping distributed teams thrive. Below are some of the most commonly used automation rules for Jira Service Management.

Over 45,000 companies count on Jira Service Management

Learn why our award-winning software is trusted by so many

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Gartner peer insight customers' choice 2021

See how Jira Service Management scores on Gartner Peer Insights.

Innovative service management for financial services

Choose Jira Service Management to deliver exceptional service experiences and accelerate the flow of work.