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.
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 service 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.
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 features for Financial Services teams
Request management
Omni-channel, AI-powered virtual service 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
TEMPLATES
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.
AUTOMATION
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
“Atlassian tools allowed people to work with greater agility. Instead of managing projects by having tasks and tickets spread across email and spreadsheets, they could manage projects more efficiently using the scrum boards in Jira Service Management.”
Denis Boisvert, Atlassian Tools Product Owner at National Bank of Canada
Learn why our award-winning software is trusted by so many
Atlassian is a Leader in the 2022 Gartner® Magic Quadrant™ for IT Service Management Platforms.
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.