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monday.com@Julius Baer

Julius Baer Extends monday service Across Hybrid Collaboration

Julius Baer, a financials organization in Switzerland, uses monday service from monday.com to support hybrid collaboration for employees and partners.

Value results

CategoryValue result
ProductivityFewer stalled items because distributed meetings has a clear owner
ProductivityHandoffs in hybrid collaboration sit in a shared queue instead of a mailbox trail
Risk and compliancemonday service is the governed place employees and partners use for hybrid collaboration

Story

Inside Julius Baer, hybrid collaboration used to depend on whoever still had the latest file. That pattern is common in financials groups working out of Switzerland. Employees and partners needed a system that would still make sense after the original project team moved on.

Julius Baer uses monday service from monday.com as the working layer for distributed meetings. monday.com is a Work OS used to build workflows for projects, CRM, development, and service on a visual board model. The practical change is simple: hybrid collaboration has a home, and reviews happen there instead of in a forwarded thread.

Nothing in this writeup invents a savings number. What Julius Baer gets from monday.com is a durable place to run hybrid collaboration and a way for employees and partners to see the same distributed meetings at the same time.

Relationship map

Julius Baer uses monday.com, Fiserv, Freshworks, Asana, DocuSign, SS&C, PayPal. Shared with Airbus, Amgen, Anthropic, Blue Cord, BNP Paribas. Industry: Financials. Value: Productivity, Risk and compliance. Drag nodes, filter types, or expand a node to follow more commonalities.

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