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Join us for the 5th Occupancy Intelligence Summit Dec 10th ->

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Financial Services

Unlock hidden value across your real estate portfolio

The world's leading financial services firms leverage occupancy intelligence to achieve their portfolio targets, create environments that boost employee productivity, and maintain the bottom line.

Download Financial Services Guide

4.2 hero-min
real results

Transform your workplaces with occupancy intelligence

Discover how leading financial services firms are optimizing their spaces, enhancing collaboration, and driving efficiency through data-driven occupancy insights.

Bread Financial implements neighborhood planning

  • Neighborhood planning

Bread Financial built neighborhoods based on team leader input, types of work, team collaboration, survey ambassadors, and occupancy intelligence.

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case study - bread-min

Financial services firm cuts cleaning costs by 50%

  • Dynamic operations
  • $2M per year

A global financial services firm integrated occupancy intelligence with its building operations platform to automate cleaning processes to align with actual space usage data.

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Case study - banking-min

Financial services firm enhances privacy with design

  • Intelligent space design
  • $280K annual savings

A financial services firm implemented three design changes to increase privacy and enhance collaboration.

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Hear from the Experts

Discover how Raymond James uses data to transform workplace planning

How do you know if your employees have enough space?  In this insightful session, Mark Bell shares how Raymond James used occupancy intelligence to analyze actual space usage, right-size office environments, and decode employee behavior patterns. See how data-driven insights can empower workplace leaders to make more informed space planning decisions.

Occupancy intelligence for financial services

Prioritize flexibility and resilience in your workplace strategies, while focusing on the role of sustainability and technology to future-proof your decisions.

  • Green Check-min

    Optimize real estate portfolio

    Evaluate holdings to eliminate underutilized spaces and focus on developing strategic hubs that combine talent access with collaboration needs and flexibility to adapt for the future.
  • Green Check-min

    Foster collaborative and resilient workplace culture

    Implement hybrid work models that align operational requirements with employee preferences, while creating a dynamic environment that fosters collaboration and innovation.
  • Green Check-min

    Advance sustainability goals

    Reduce energy consumption and enhance sustainability efforts by aligning real estate strategy with ESG goals.
  • Green Check-min

    Integrate AI and advanced technology

    Future-proof workplaces with AI and cutting edge technology to create intelligent work environments that enhance decision-making and operational efficiency.
Hear from the Experts

Design smarter workspaces: how Bread Financial uses data to meet employee needs

As work environments evolve, creating flexible, adaptable spaces is more essential than ever. Jason Finneran from Bread Financial discusses his journey in leveraging occupancy data to implement a scientific approach to neighborhood planning and space design. Discover how data-driven insights help him meet and assess employee needs with precision.

Download Transforming Financial Services Workplaces with Occupancy Intelligence Report

Financial Services Ebook

Learn how occupancy intelligence can help you right-size your portfolio, increase space availability, improve design standards, enhance neighborhood planning, and optimize workplace operations.

Problems we solve

Make impactful real estate and workplace decisions

  • Portfolio evaluation

    Understand the true capacity of your offices to find ways to support more employees without impacting experience.

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  • Space availability

    Increase space availability and improve employee experience with occupancy intelligence insights derived from real-time and historical utilization data.

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  • Intelligent space design

    Implement space design changes to optimize office characteristics and amenities for employee needs.

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  • Neighborhood planning

    Ensure space allocations are continually balanced as teams evolve, avoiding excess space and ensuring team needs are met.

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  • Dynamic operations

    Automate workplace management operations to reduce costs, ensure sustainability, and improve employee experience.

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