Case Study: Finastra achieves 40% boost in go-to-market efficiency and 30% increase in collaboration with ClickUp

How Finastra boosts business performance with ClickUp

Finastra, the largest pure‑play Financial Services software company serving ~8,600 institutions, struggled with fragmented go-to-market (GTM) planning that left its 120+ marketing staff and senior leadership without real‑time visibility. Plans were scattered across MS Teams, SharePoint, local drives and disparate Excel/PowerPoint files, causing inconsistent campaign delivery and inefficient stakeholder updates. To unify planning and improve transparency, Finastra selected ClickUp as its central productivity platform.

ClickUp centralized GTM orchestration with strong usability, automation and analytics, allowing marketing and sales to coordinate demand generation across business units and regions and make every activity visible to stakeholders. The ClickUp implementation drove a 30% increase in collaboration effectiveness, a 40% growth in overall GTM efficiency, and enabled numerous innovative buyer journeys through better‑orchestrated touchpoints, streamlining planning cycles and speeding senior management visibility into campaign status.

Finastra

Joerg Klueckmann

Vice President