Financial services companies trust Jira Service Management

Banks, insurance companies, security, and brokerage firms use Jira Service Management to deliver AI-powered service experiences while ensuring 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 with AI-powered agent experiences and an intelligent virtual agent that automates support interactions.

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 others to collaborate across requests. Use AI editing to ensure clear communication and stakeholder alignment. 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

Omni-channel, AI-powered virtual agent support makes it easy to provide fast help where and when your customers need it.

Deliver on SLAs


Get the important things done first with prioritized queues. Use AI to triage, respond to, and resolve requests quickly.

Asset management

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

Intelligent setup

Use customizable templates and AI-powered project configuration to get started and provide service faster.

Automated workflows


Use AI to quickly build automations that streamline your workflows, like linking related Jira tickets or auto-assigning issues.

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. You can also try our AI-powered project configuration to create custom request types, form fields, and automations.

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Automation library for improved efficiency

Scale your IT service management by automating repetitive tasks. Provide outstanding customer support with a lean team, helping distributed teams thrive. Check out our library for commonly used automation rules for Jira Service Management, or try our AI automations to easily create automation rules using natural language.

Over 50,000 companies count on Jira Service Management

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

Gartner peer insight customers' choice 2021

See how Jira Service Management scores on Gartner Peer Insights.

AI-powered service management for financial services

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