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Discover More Resources Discover more occupancy intelligence resources to enhance your knowledge and expertise. Explore blogs, guides, the Index, and previous Summit recordings to inspire new workplace strategies.
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Financial Services

Unlock hidden value across your real estate portfolio

The world's leading financial services firms leverage occupancy intelligence to achieve their portfolio targets, create environments that boost employee productivity, and maintain the bottom line.

Download Financial Services Guide

4.2 hero-min
real results

Transform your workplaces with occupancy intelligence

Discover how leading financial services firms are optimizing their spaces, enhancing collaboration, and driving efficiency through data-driven occupancy insights.

Bread Financial implements neighborhood planning

  • Neighborhood planning

Bread Financial built neighborhoods based on team leader input, types of work, team collaboration, survey ambassadors, and occupancy intelligence.

Learn more
case study - bread-min

Financial services firm cuts cleaning costs by 50%

  • Dynamic operations
  • $2M per year

A global financial services firm integrated occupancy intelligence with its building operations platform to automate cleaning processes to align with actual space usage data.

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Case study - banking-min

Financial services firm enhances privacy with design

  • Intelligent space design
  • $280K annual savings

A financial services firm implemented three design changes to increase privacy and enhance collaboration.

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Image Placeholder-1-min
customer-7-min
global-bank3
financial-services-firm

Occupancy intelligence for financial services

Prioritize flexibility and resilience in your workplace strategies, while focusing on the role of sustainability and technology to future-proof your decisions.

  • Green Check-min

    Optimize real estate portfolio

    Evaluate holdings to eliminate underutilized spaces and focus on developing strategic hubs that combine talent access with collaboration needs and flexibility to adapt for the future.
  • Green Check-min

    Foster collaborative and resilient workplace culture

    Implement hybrid work models that align operational requirements with employee preferences, while creating a dynamic environment that fosters collaboration and innovation.
  • Green Check-min

    Advance sustainability goals

    Reduce energy consumption and enhance sustainability efforts by aligning real estate strategy with ESG goals.
  • Green Check-min

    Integrate AI and advanced technology

    Future-proof workplaces with AI and cutting edge technology to create intelligent work environments that enhance decision-making and operational efficiency.

Download Transforming Financial Services Workplaces with Occupancy Intelligence Report

Learn how occupancy intelligence can help you right-size your portfolio, increase space availability, improve design standards, enhance neighborhood planning, and optimize workplace operations.
Problems we solve

Make impactful real estate and workplace decisions

  • Portfolio evaluation

    Understand the true capacity of your offices to find ways to support more employees without impacting experience.

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  • Space availability

    Increase space availability and improve employee experience with occupancy intelligence insights derived from real-time and historical utilization data.

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  • Intelligent space design

    Implement space design changes to optimize office characteristics and amenities for employee needs.

    learn more

  • Neighborhood planning

    Ensure space allocations are continually balanced as teams evolve, avoiding excess space and ensuring team needs are met.

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  • Dynamic operations

    Automate workplace management operations to reduce costs, ensure sustainability, and improve employee experience.

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