Bring control and efficiency to hybrid work in banking

Bring control and efficiency to hybrid work in banking

Hybrid work in banks and insurers is complex—multiple locations, strict compliance, and high real estate costs. Yoffix simplifies it with one platform for desk and room booking, attendance and visitor management, and space analytics, built to meet financial-grade security and Microsoft 365 integration needs.

Trusted by leading European banks

90%+ adoption and 30%+ cost savings

ISO 27001 certified, enterprise ready, hosted in Germany

4.8

4.8

The challenge

The challenge

Balancing flexibility, control, and cost

Hybrid work is reshaping banking—but not without friction. Financial institutions must manage hybrid teams while meeting strict compliance & controlling real estate spend.

Banks and insurance companies face unique challenges when managing hybrid work:

Pressure to support in-office collaboration

High-cost, complex real estate portfolios

Limited visibility into actual space usage

Strict security and regulatory requirements

Fragmented tools across teams and locations

Result: underused space, rising costs, and decisions made without reliable data.

The solution:

The solution:

One platform for workplace operations

Yoffix brings all workplace operations into a single, secure platform—built for financial institutions.

Plan attendance and coordinate teams effortlessly

Enforce hybrid policies across offices and regions

Manage desks, rooms, parking, visitors in one place

Gain real-time insights to optimize space and costs

Ensure compliance with enterprise-grade security

Outcome: full visibility, lower costs, and seamless collaboration and workplace orchestration.

Why Yoffix?

Yoffix is the missing operational layer for hybrid financial workplaces

Banks and insurers need more than basic desk sharing. They need one platform that unifies attendance, team coordination, space management, compliance, and visitor control—built for real adoption. Yoffix delivers exactly that.

All-in-one reservation system

Book everything in one place—desks, rooms, parking, resources, visitors, and service requests.

Granular hybrid work management

Set policies by team or location and give employees tools to coordinate office days for better collaboration.

AI-driven space & work optimization

Turn occupancy and attendance data into smarter decisions that reduce costs and improve efficiency.

Client Story - BAWAG GrOUP

Client Story - BAWAG GrOUP

Client Story - BAWAG GrOUP

How a top-5 Austrian banking group
masters hybrid work with Yoffix

How a top-5 Austrian banking group masters hybrid work with Yoffix

Over 3 000 employees across 10 offices in 6 countries

Tool adoption above 90%

Peak office utilization above 95%

"Implementing Yoffix helped us significantly streamline office usage and gain full transparency across our hybrid organization.

What we value most in Yoffix are the flexible booking rules for teams and zones, the seamless Entra ID and MS Teams integration, as well as customization options — combined with outstanding customer support. ”

Head of Group Facilities

IMPACT ON SPACE & COSTS

Reduce office costs by more than 30%

Reduce office costs by more than 30%

Reduce office costs by more than 30%

Take control of workplace costs and utilization

Real estate is one of the largest cost drivers for financial institutions—yet decisions are often based on assumptions, not data. Yoffix gives workplace and facility teams real-time visibility into how offices are actually used, enabling smarter planning, consolidation, and cost reduction.

Smooth out peak days and underused capacity with attendance forecasting

Balance shared desks with dedicated team zones

Track real usage down to desk level

Identify underutilized space and consolidate with confidence

Get tips on how to optimize space without reducing productivity

IMPACT ON Collaboration

x2 team office days

x2 team office days

x2 team office days

Build stronger teams, wherever they work

Hybrid work only works when teams coordinate and connect. Yoffix helps employees align schedules, share space, and show up on the days that matter—whether for key meetings or just coffee.

Plan team presence across offices and locations

Prevent overcrowded or empty days

Increase in-office overlap for better collaboration

Support return-to-office with clear, data-backed policies

IMPACT ON CLIENTS

Welcome visitors like a pro

Welcome visitors like a pro

Welcome visitors like a pro

Turn visitors INto clients

Your office is where trust is built. Yoffix streamlines every visit with a structured, secure, and compliant experience—from arrival to departure.

Pre-register visitors and enable seamless check-in

Automate host notifications and approvals

See who’s on-site across all locations in real time

Maintain audit-ready visitor logs

Control access to sensitive and regulated areas.

Perfectly integrated in your tech stack

Perfectly integrated in your tech stack

Perfectly integrated in your tech stack

Easy start. Fast scaling.

Microsoft Entra ID

Sync users and groups from Entra ID to Yoffix automatically and keep onboarding and offboarding up to date.

Microsoft Teams

Book desks and rooms, check who's in the office, and manage your workweek from the Microsoft Teams app.

Outlook Add-in

Use the Yoffix Outlook add-in to book meeting rooms without ever leaving your inbox or calendar view.

HRIS

Integrated with SAP SuccessFactors, Workday, and 20+ HRIS to sync HR flows and office management.

Hardware

From room displays to digital signage and occupancy sensors – all your hardware seamlessly integrated.

Facility Management Tools

Manage tickets and export data to your current facility management tools.

Built for the compliance and security standards of financial services

Your start with Yoffix —simple, scalable & secure

Save time and minimize risks with enterprise-grade security

Financial services organizations operate under strict data protection and access control requirements. Yoffix meets those standards out of the box.

Role-based access and booking rules

Role-based access and booking rules

Integration with Microsoft 365 (Entra ID, Teams, Outlook, SSO)

Integration with Microsoft 365 (Entra ID, Teams, Outlook, SSO)

ISO 27001 certified, GDPR-compliant, hosted in Germany

ISO 27001 certified, GDPR-compliant, hosted in Germany

Audit-ready data

Audit-ready data

Whether you are preparing for an internal audit, responding to a regulator, or simply protecting sensitive building access data, Yoffix gives you the controls and the documentation to back it up.

See how Yoffix transforms hybrid work in banking

Erlebe, wie Yoffix hybrides Arbeiten im Finanzsektor verändert

Gain full control over your workplace operations—while reducing costs and improving collaboration. Learn our award-winning workplace solution

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4.8

4.8

Get a custom quote for your workplace

Every office is different. Tell us about your setup – the number of users, the features you need, or any other special requirements. We'll send you a tailored proposal with pricing, implementation timeline, and answers to your questions.

Response within 24 hours

Custom pricing based on your needs

No obligation

Frequently asked questions

How do banks manage hybrid work across multiple office locations?

Banks typically manage hybrid work through a combination of attendance policies, desk reservation systems, and space utilization analytics. The most effective setups use a centralized platform that connects all locations, so HR and facility teams have visibility across the entire organization rather than managing each office separately. Yoffix supports this with multi-location desk booking, team scheduling tools, and a real-time occupancy dashboard that works across all your offices.

How do banks manage hybrid work across multiple office locations?

How do banks manage hybrid work across multiple office locations?

What are the main challenges of hybrid work in financial institutions?

Financial institutions face a specific set of hybrid work challenges that differ from other industries. These include managing large and expensive real estate portfolios, enforcing return-to-office and hybrid attendance policies across departments, maintaining compliance with data protection and access control requirements, and giving employees a booking experience that is simple enough to actually drive adoption. Disconnected tools for employees, visitors, and facility managers make all of these harder to solve.

What are the main challenges of hybrid work in financial institutions?

What are the main challenges of hybrid work in financial institutions?

How can banks reduce office costs through hybrid work management?

Banks can reduce office costs by moving from fixed desk assignments to a shared desk model, tracking actual space usage to identify underused areas, and consolidating or renegotiating real estate based on attendance data. Yoffix customers typically achieve more than 30% in office cost savings by combining flexible desk booking with occupancy analytics that show exactly how each floor and zone is being used over time.

How can banks reduce office costs through hybrid work management?

How can banks reduce office costs through hybrid work management?

What security standards should workplace management software meet for financial services?

Workplace management software used in financial services should be ISO 27001 certified, GDPR compliant, and hosted in a jurisdiction that meets your regulatory requirements. For organizations operating in Germany, Betriebsrat compliance is also essential. Integration with enterprise identity providers such as Microsoft Entra ID or Okta ensures that access is managed centrally and that employee data does not leave your existing security perimeter. Yoffix meets all of these requirements.

What security standards should workplace management software meet for financial services?

What security standards should workplace management software meet for financial services?

How does visitor management work in a regulated financial services environment?

In regulated environments, visitor management needs to go beyond a paper sign-in sheet. A compliant visitor management process includes digital pre-registration, host notifications, identity verification at check-in, and a searchable log of all visits for audit purposes. For sites with restricted access zones, approval workflows and custom check-in rules allow you to enforce different processes for different areas of the building. Yoffix supports all of these workflows across multiple office locations.

How does visitor management work in a regulated financial services environment?

How does visitor management work in a regulated financial services environment?

Does Yoffix integrate with Microsoft Teams for desk and room booking in banks?

Yes. Yoffix is built natively for Microsoft 365 and integrates directly with Microsoft Teams, Outlook, and Entra ID. Employees can book desks, rooms, and resources without leaving Teams, and all bookings sync with their Outlook calendar. This is one of the main reasons Yoffix achieves adoption rates above 90% in financial institutions: the tool works inside the software employees already use every day.

Does Yoffix integrate with Microsoft Teams for desk and room booking in banks?

Does Yoffix integrate with Microsoft Teams for desk and room booking in banks?