Case Study: FinConecta improves task management and team coordination with Workast

A Workast Case Study

Preview of the FinConecta Case Study

Global Fintech Match-maker Breaks Things Off With Ineffective Project Management Tools & 100% Wins the Break-up

FinConecta, a global fintech company that helps banks become digital organizations and operates the 4WRD marketplace, needed a better way to manage complex, remote collaboration across internal teams, shareholders, clients, banks, and fintech partners. Before using Workast, the team tried tools like Trello, Asana, and Wunderlist, but none fit their workflow or kept work organized inside the apps they already used every day.

With Workast, FinConecta moved task management into Slack and used templates, tags, saved reports, and “My Tasks” to track priorities, balance sprint workloads, and keep everyone accountable. Workast helped the company improve visibility, simplify coordination, and manage capacity across distributed teams, with the team adopting a rule that work only counts if it’s in Workast.


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