Case Study: Moneytree achieves 75% faster marketing projects from start to final approval with Wrike

Moneytree Adopts Wrike and Speeds Up Marketing Projects by 75% from Start to Final Approval

Moneytree, a retail financial services provider with 80+ branches, faced slow, fragmented marketing workflows driven by email, spreadsheets, and in-person meetings. The marketing team lacked visibility, had long lead times for collateral development, and needed a single source of truth, so the new Director of Marketing tasked the project manager with finding a better way to manage campaigns, approvals, and cross-team work.

By adopting Wrike and standardizing all marketing work in the tool, Moneytree centralized proofs, automated approvals, and used reports to track progress and onboard staff faster. The result: projects move 75% faster from start to final approval, approval times shortened from seven days to as little as 24 hours for priority items, the team scaled 3x with ease, and the project manager saved roughly 156 hours annually.

Moneytree

Alex

Project Manager