The smarter way to manage workplaces in banking and finance

Q: Can we display room schedules on tablets outside meeting rooms?

Yes. The [YAROOMS room panel](/product/room-panel) app is hardware agnostic and works with the digital signage hardware of your choice. You can display real-time availability, streamline check-ins, and enable walk-up reservations.

From meeting rooms to visitor logs: manage it all. Built for financial institutions navigating hybrid work and digital transformation.

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YAROOMS workplace management platform for banking and finance - desk booking, room booking, and hybrid work on mobile and desktop

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Workplace management platform for banking and finance

If you manage facilities, IT, or workplace operations in banking, insurance, or financial services, you know the struggle of dealing with:

Endless double bookings and recurring meeting conflicts

Lack of visibility into who's in the office and when

Overcrowded rooms next to entire unused spaces

Visitors showing up unannounced

Constant IT headaches from disconnected tools and manual approvals

Heavy audit and compliance workloads with limited system traceability

How YAROOMS supports financial institutions

YAROOMS is a workplace management platform for financial institutions to streamline booking, secure space access, simplify hybrid work, and stay compliant.

Reliable, conflict-free workplace booking

Interactive floor maps

Let employees find and reserve hot desks , meeting rooms , parking , and other resources on an interactive office map.

Flawless recurring meetings

Set up recurring bookings without risk — YAROOMS prevents overlaps and double bookings.

Outlook & Google Calendar sync

Two-way sync with Microsoft Outlook and Google Calendar keeps every scheduling update reflected instantly.

Desk and room booking for banking and finance - interactive floor map and calendar sync on mobile and desktop

Controlled access to sensitive spaces

Room-level access control

Define who can view or book specific rooms, such as executive suites, HR offices, or secure ops areas.

Booking approvals

Set rules requiring managerial sign-off for high-priority or sensitive rooms and resources.

Incognito bookings

Hide rooms or booking details from general staff to maintain discretion and reduce exposure.

Controlled access and incognito room booking for sensitive spaces in financial institutions

Secure and professional visitor management

Smart guest check-in

Guests check in using the visitor management app at reception; hosts are notified and badges can be printed if needed.

Custom registration workflows

Tailor the process by visitor type (clients, contractors, partners) with configurable registration forms .

Audit-ready visitor logs

Maintain digital visitor records of all visits with timestamps, host details, and contact information for compliance.

Insightful workplace analytics

Utilization reporting & heatmaps

Identify underused spaces and high-traffic zones with utilization analytics and visual heatmaps.

Hybrid work behavior tracking

See how often and when employees come in — for right-sizing space and supporting hybrid work policies.

No-show and satisfaction reporting

Track booking behavior and gather employee feedback to fine-tune workplace experience.

Workplace analytics and utilization heatmaps for banking and finance - space optimization and hybrid work insights

Easy to deploy, effortless to use

Plug-and-play integrations

Connect to Microsoft 365 , Outlook , Teams , Google Calendar , Azure AD , Okta , and other tools you already use.

Mobile experience

Employees can book spaces and check in or view team schedules from their phones.

Guided onboarding and expert support

Dedicated onboarding specialists and responsive support ensure a smooth rollout and continued success.

YAROOMS mobile app and integrations for banking - Microsoft 365, Teams, Google Calendar, and Azure AD

Less chaos. More control.

With YAROOMS, financial organizations can:

Eliminate double bookings and meeting conflicts

Control access to sensitive spaces and maintain audit trails

Simplify visitor management and compliance

Gain visibility into space utilization and hybrid work patterns

Integrate with Microsoft 365 and existing tools

One platform. Built for the way financial institutions work.

Success Story

Jigsaw Insurance: from spreadsheets to smart scheduling

Jigsaw Insurance replaced spreadsheets with YAROOMS for desk and room booking in their hybrid office. Staff now book spaces themselves; managers see who’s in and where.
Result: less admin, smoother coordination, and about £23,000 in staff time saved each year.

Read the full story

FAQ: YAROOMS for financial organizations

Yes. YAROOMS includes built-in conflict detection and resolution logic. For recurring meetings, it checks each instance for availability and allows you to choose alternate rooms or adjust the timing if there’s a clash — before finalizing the booking.

Absolutely. With YAROOMS, you can define which users or teams can view or book specific spaces. For example, HR rooms or C-suite areas can be made inaccessible to everyone except authorized roles.

Yes, you can set this up. Managers receive a notification and can approve or reject with a message.

Yes, delegated booking is supported. Assistants can book on behalf of executives, with proper calendar sync and ownership.

Yes. With the hybrid calendar, staff can set their work status (in office, at home, vacation). Managers and teams get visibility into who’s working where — helping plan collaboration and space usage.

Yes. YAROOMS reports show utilization trends, no-shows, most/least used rooms, and hybrid work patterns. You can filter by location, team, space type, etc.

Yes. The YAROOMS room panel app is hardware agnostic and works with the digital signage hardware of your choice. You can display real-time availability, streamline check-ins, and enable walk-up reservations.

Yes. You can manage multiple branches, floors, or office buildings under one account. Each location can have custom rules, user groups, and access settings.

Users are required to check in (manually, via QR code, or automatically with geofencing/connecting to WiFi). If they don’t check in, the room is auto-released and marked as a no-show, improving availability and reporting.

Yes. Admins can define time-based booking rules (e.g., restrict large rooms to half-day minimums, or limit small huddle spaces to 1-hour max). This ensures optimal use of all spaces and avoids misuse.

YAROOMS lets users request additional services (like layout changes or AV setup) directly in the booking form. Requests are routed to the right team automatically.

No, notifications are customizable. Admins can configure what types of reminders are sent, how often, and through which channels (email, Teams chat, etc.) to ensure the right balance between visibility and noise.

Manage your workplace smarter

Learn how forward-thinking financial organizations use YAROOMS to manage spaces, resources, and people experiences. Join us for a Live Demo or watch the On-demand Platform Tour.