How Finastra uses ClickUp
Finastra's marketing and sales teams use ClickUp to plan and track go-to-market activities across business units and regions. They rely on templates, regional and business-unit views, automations and dashboards to keep plans consistent and give executives real-time visibility.
View captured proofThe use case: how Finastra deploys ClickUp
Finastra's marketing and sales teams use ClickUp to consolidate go-to-market plans across business units and regions. They use templates, customized views, automations and dashboards to track campaigns and report progress to executives.
In the customer’s words
Our mentality is, ‘If it’s not in ClickUp, it doesn’t exist.’ So nowadays, it’s essential that every single marketing activity is input into ClickUp where it’ll be visible to all stakeholders.ClickUp users in Fintech & Payments
Companies in the same sector, with public evidence.
See all ClickUp customers
Go straight to the source
Based on ClickUp’s published case study. We check the public evidence; the results are reported by the vendor.
clickup.com- Last checked
- Oct 3, 2026
Open source capture What the story claims, and what we checked
What we compared with the page.
- The figure: 30%Checked
The figure is on the page; its label is our wording.
- The passage quoted aboveChecked
Copied word for word from the page, near the name of Finastra.
- Finastra uses ClickUpChecked
Confirmed line.
- The result itselfNot checked
We quote it; we did not measure it.
Finastra chose ClickUp to help the company drive collaboration and transparency around GTM initiatives. After evaluating several vendors, ClickUp was the clear winner thanks to its usability, automation, and analytics.