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Financial Institutions who use WF


Level 1
Hey there- I would love to connect with some financial institutions who utilize workfront for their projects, excluding marketing efforts. We have had the product for several years, but aren't even close to utilizing it to its fullest capabilities. A coworker and I have been working with a consultant to make headway, but I would love to see what work flows/templates others are using. Shortly after LEAP we will be relaunching. If you are interested in getting together, let me know! Thanks so much! Ashley Mizelle TowneBank
1 Reply


Level 3
Ashley - We are using WF to manage IT projects and work requests which come from our internal customers. We have recently added a Marketing team as well as our Underwriting team to begin managing their work and projects within the tool as well. I'm looking to find folks who are managing application releases within Workfront, and would like to leverage knowledge on best approaches in this regard. If this sounds like a fit, I'd be happy to meet up at the show. -Craig Smith Craig Smith Business Analyst Amerisure Mutual Insurance