Welcome to the Financial Services Community!

Chris Nammour

My name is Chris, I lead marketing for Smartsheet for Financial Services and am excited to get to know you all! This is a space for Smartsheet users that work in Financial Services to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform Financial Services. 

Our Smartsheet team will be sharing helpful resources, upcoming industry events, discussion questions, and more. You’ll see us jumping in from time to time, but first and foremost, this space is yours to connect and collaborate with peers.

We’ve created a unique Financial Services badge just for this community to showcase on your profile and use to connect with others. Introduce yourself and start engaging with your peers and the badge will be automatically added to your profile.

Need a little inspiration? Tell us:

• Where do you work and what’s your department/role?
• How long have you been using Smartsheet?
• How are you using Smartsheet today or planning to in the future?
• What would you like to learn from your peers in the Financial Services industry?

Rachel Nielson

Hello! Love the industry-specific content!

• Where do you work and what’s your department/role?
  • I'm the VP, Operations for a $1B+ credit union in California, US
• How long have you been using Smartsheet?
  • We've been using SmartSheet for just over 2 years now
• How are you using Smartsheet today or planning to in the future?
  • While SS was originally onboarding for our project management team, I have found use cases within the Operations division that have simplified and consolidated so many processes, that I'm up to over 800 assets owned by myself alone. We began using SmartApps this year as well as Data Shuttle and the solutions keep climbing.
• What would you like to learn from your peers in the Financial Services industry?
  • Within the dashboard and reports, I haven't found it to be easy to do forecasting or trendlines. I'd love to see more samples of that!

Isis Taylor

• Where do you work and what’s your department/role?
  • I currently work in the health insurance industry as BA/PM, but my background is in financial services in higher education.
• How long have you been using Smartsheet? I have been using Smartsheet over 2 years.
• How are you using Smartsheet today or planning to in the future?
  • We primarily use it for project management and reporting, but our finance team has expressed an interest in using Smartsheet and I'd like to know how to support that.
• What would you like to learn from your peers in the Financial Services industry?
  • What type of reporting capabilities or system integrations work best for financials?

C.Beaudoin

Hello! I have been in the banking world for almost 25 years, with the same financial institution in Massachusetts with $1.7B in assets. I work in the Risk area, primarily running the Internal Audit program as well as all things in Third-Party Risk Management. I have been using Smartsheets since implementation in 2021.

What don't I use Smartsheets for… that is the question. We have a saying, "There's a Smartsheet for that!" For people in the banking industry these items will probably resonate. I use it as our FDICIA Control Management, Internal Audit Management, Training Management, Contract Management, Vendor Management with automatic due diligence collection, Internal Monitoring Program. I have also helped build various process for other departments, including a Loan Servicing Ticketing system. Others in my department also use it for tracking ERM metrics, Complaints Management, Compliance Management etc.

Looking into the future I don't see the use of Smartsheet declining, only strengthening. We have implemented internal training for Smartsheet to get more people in the institution on board, and its working. Along with the training we have allowed one on one meeting times with our departments to meet with our Smartsheet experts for guidance and help building processes.

I would love to learn how others are using the platforms because I know it will generate new ideas. We have recently implemented DataShuttle and I have a Third-Party process up and running. We also purchased DataMesh but have not built anything out yet, I would love to hear how others are using these enhancements.

Jbronson

My name is Joseph, I'm a Loan Operations System Admin for a $2.3B community bank in KS.

• How long have you been using Smartsheet?
  • We've been using Smartsheet for a little over 2 years
• How are you using Smartsheet today or planning to in the future?
  • We use it for essentially every department within our institution: Project Management, Government Finance, Exceptions/Tickler tracking, Insurance/Escrow tracking, Reporting to executives, Team/Department Workspaces, etc.
• What would you like to learn from your peers in the Financial Services industry?
  • I am ultimately just curious to hear what other financial institutions have been using Smartsheet for. I'm sure there are many, many things I have never thought of, and am excited to see what others submit here.