Workplace management software for banks and financial institutions

Secure desk, meeting room and visitor management for banks, insurers and investment firms. Built with the access controls, audit trails and certifications your security team requires, including SOC 2 Type II and ISO 27001.

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Last updated: October 5, 2026

YAROOMS Michigan Branch floor map showing room availability and private office booking
  • Floor maps
  • Access control
  • Visitor registration

Trusted by innovative organizations worldwide

Cerved
Verizon
Dr. Martens
Columbia University
Dedalus
ASEE
University of Sydney

What is YAROOMS?

YAROOMS is a workplace management platform that helps banks, insurers and financial services firms manage desks, meeting rooms, visitors and parking in one secure system.

Is YAROOMS secure enough for banks?

Yes. YAROOMS is independently certified to SOC 2 Type II, ISO 27001 and ISO 27701, is GDPR compliant, and can be deployed self-hosted for banks that need to keep workplace data inside their own infrastructure.

SOC 2 Type II ISO 27001 Certified ISO 27701 Certified GDPR Compliant
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RequirementHow YAROOMS meets it
Information securitySOC 2 Type II and ISO 27001 certification
Privacy managementISO 27701 certification and GDPR compliance
Data residency and controlSelf-hosted deployment option
Identity and accessSSO with Entra ID and Okta; role-based permissions down to individual rooms
Audit trailTimestamped booking and visitor records, searchable for reviews
DiscretionIncognito bookings and hidden rooms for confidential meetings
Quality and environmentISO 9001 and ISO 14001 certification

What bank workplace challenges does YAROOMS solve?

YAROOMS helps financial institutions remove daily friction from office attendance, shared spaces, visitors and secure access.

Unclear office attendance

Teams see who is in, who is remote and when office days are planned.

Hard-to-book shared spaces

Employees reserve desks, rooms and parking before they arrive.

Poor office-day experience

People find spaces, colleagues and resources without friction.

Sensitive rooms exposed to everyone

Room visibility and booking rights stay limited by role or team.

Visitor logs scattered across tools

Every visit is recorded with timestamps, host details and history.

Workplace tools that fail IT review

SSO, permissions and deployment options support security checks.

Access control and security for sensitive banking spaces

YAROOMS lets banks decide exactly who can see and book each space, so executive suites, trading areas and HR rooms stay restricted to authorized staff.

Room-level access control

Viewing and booking rights can be limited by user, team or role.

Booking approvals

Requests for sensitive or high-priority rooms are routed to a manager for sign-off.

Incognito bookings

Rooms and meeting details can be hidden from general staff for confidential meetings.

Single sign-on

SSO through Entra ID or Okta keeps access tied to the bank’s existing identity policies.

Private booking settings in YAROOMS desk booking for financial institutions

Desk booking and hybrid work for banks

YAROOMS lets bank employees book desks, team neighborhoods and parking on interactive floor maps. A shared calendar shows everyone who’s in the office each day.

Interactive floor maps

Employees book hot desks, team neighborhoods and assigned seats on a live map of the office.

Hybrid work calendar

Employees set their work status, so everyone can plan in-office days and team collaboration.

Parking booking

Employees reserve parking at headquarters and branches in the same app they use for desks.

Digital desk signs

Desk signs show availability at each desk and work on hardware of your choice.

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

Meeting room scheduling without double bookings

YAROOMS prevents double bookings by checking every instance of a recurring meeting for conflicts before the booking is confirmed.

Two-way calendar sync

Every booking stays in sync with Outlook, Microsoft 365 and Google Calendar.

Check-in and auto-release

Unclaimed rooms are released automatically through QR code, geofencing or Wi-Fi check-in rules.

Delegated booking

Executive assistants book rooms on behalf of executives, with calendar sync and clear ownership.

Services requests

Catering, AV setup or cleaning requests can be added to a booking for client presentations, board meetings and other events.

Room panels

Panels outside each room show live availability and allow walk-up bookings.

YAROOMS room panel showing meeting room availability and booking controls

Audit-ready visitor management for financial institutions

YAROOMS visitor management system records every visit with timestamps, host details and contact information, giving banks an audit-ready visitor log.

Pre-registration by visitor type

Custom workflows apply to clients, contractors, auditors and partners.

QR and kiosk check-in

Visitors check in at reception, their host is alerted instantly, and a visitor badge is printed.

NDA signing

Visitors sign NDAs at check-in before entering confidential areas.

Searchable visitor history

Every visit is stored and searchable for compliance reviews and audits.

Digital reception, lobby displays and wayfinding

Clients are welcomed at reception and guided to the right floor and room.

Multi-location management and utilization analytics

YAROOMS manages headquarters, branches and operations centers in one account and turns booking and check-in data into utilization reports for every location.

Multi-location management

Branches, buildings and floors sit under one account, each with its own rules, user groups and access settings.

Utilization reports and heatmaps

Reports show which desks, rooms and floors are used, filtered by location, team and space type.

No-show tracking

Rooms that are booked but left empty are identified and reclaimed.

Hybrid attendance patterns

Real attendance can be compared with hybrid policy targets.

Data retention

Analytics data is kept for 90 days on the Business plan and without a time limit on Enterprise, for long-term portfolio planning.

Booking in Microsoft Teams, Outlook and with Yarvis AI

YAROOMS puts desk and room booking inside the tools bank employees already use, which keeps adoption high and occupancy data reliable.

Microsoft Teams and Outlook add-ins

Employees book desks and rooms without leaving Teams or Outlook.

Yarvis AI assistant

Employees describe what they need in natural language in Microsoft Teams or email, and Yarvis finds and books an available space.

Mobile app

Employees book spaces, check in and see team schedules from their phones.

Microsoft 365 and Google Workspace integrations

YAROOMS connects to the calendars and directories banks already run.

Calculate your workplace management ROI

Use the YAROOMS ROI calculator to estimate the time and cost savings of better desk, room and visitor management.

Model savings by country and headcount
Estimate recovered admin time
Compare workspace costs with utilization data
Support business cases for hybrid work changes

One platform. Built for the way financial institutions work.

Estimate your potential savings

G2 Users Love Us G2 Highest User Adoption G2 Easiest Setup Capterra Capterra Shortlist 2025 GetApp Category Leaders Software Advice Front Runners

Rated 4.6/5 from 102 reviews on Capterra

Which financial organizations use YAROOMS?

Jigsaw Insurance, Mercury Insurance and UKRSIBBANK use YAROOMS to manage hybrid workplaces.

Jigsaw Insurance

Jigsaw Insurance

Replaced spreadsheet planning with self-service desk, room and parking booking.

  • £21,000 to £23,000 in potential annual staff time savings.
  • Real-time occupancy visibility for team leaders.
Read the full story
Mercury Insurance

Mercury Insurance

Branded desk and room booking inside Microsoft Teams.

  • Employees book spaces without contacting Facilities.
  • Desk usage data supports cleaning and planning.
Read the full story
UKRSIBBANK

UKRSIBBANK

Centralized hybrid workspace booking across three Kyiv offices.

  • Teams and Outlook integration with directory sync.
  • Live occupancy and no-show analytics for team leaders.
Read the full story

Comparing workplace tools?

See how YAROOMS compares with other workplace platforms.

Frequently asked questions about YAROOMS for banks

YAROOMS lets banks control who can see and book each space. Executive suites, trading areas and HR rooms can be restricted by user, team or role, with booking approvals and incognito bookings for confidential meetings.

YAROOMS gives headquarters, branches and operations centers one booking system with local rules for each location. Employees can book desks, rooms and parking, while managers see office attendance through the hybrid work calendar.

Yes. YAROOMS checks every instance of a recurring meeting for conflicts before the booking is confirmed, syncs with calendars, and can release unused rooms through check-in and auto-release rules.

YAROOMS records every visit with timestamps, host details and contact information. Financial institutions can use pre-registration, QR or kiosk check-in, badge printing, NDA signing and searchable visitor history.

YAROOMS turns booking and check-in data into utilization reports, heatmaps, no-show tracking and hybrid attendance patterns by location, team and space type.

Yarvis, the YAROOMS AI assistant, lets employees request desks and rooms in natural language inside Microsoft Teams and email, reducing friction and improving booking adoption.

YAROOMS connects with Microsoft 365, Teams, Outlook, Google Calendar, Entra ID and Okta. It supports single sign-on, role-based permissions, room panels and digital desk signs.

The best desk booking software for banks combines easy booking with strict access control, audit trails and recognized security certifications. YAROOMS meets these needs with room-level permissions, SOC 2 Type II and ISO 27001 certification, a self-hosted option, and booking inside Microsoft Teams and Outlook.

Yes. YAROOMS is ISO 27701 certified for privacy management, GDPR compliant, and can be self-hosted so booking data stays inside the bank’s own infrastructure. Incognito bookings also hide confidential meeting details from general staff.

YAROOMS includes visitor management with pre-registration, QR and kiosk check-in, badge printing, NDA signing and a searchable, timestamped visitor log. Financial institutions use the log as an audit trail of who entered which building, when, and whom they visited.

Yes. YAROOMS reports desk, room and floor utilization by location, team and space type, including heatmaps, no-shows and hybrid attendance patterns. Enterprise plans keep analytics data without a time limit for long-term portfolio planning.

YAROOMS lets employees book desks and rooms from Microsoft Teams, Outlook, a mobile app or an interactive floor map, so they do not need to learn a separate tool. YAROOMS reports a 95% platform adoption rate.

YAROOMS supports single sign-on with Entra ID and Okta, so access follows the bank’s existing identity policies.

AI assistants such as Yarvis let employees book desks and rooms in plain language inside Microsoft Teams and email. Easier booking raises adoption, and higher adoption produces the reliable occupancy data headquarters teams need to right-size space.

Yes. YAROOMS includes parking booking, so employees reserve parking spaces at headquarters and branches in the same app they use for desks and rooms.

Yes. YAROOMS offers lobby displays, digital reception and office wayfinding that help clients and staff find the right floor, room or desk.

Yes. Banks manage all branches, buildings and floors under one YAROOMS account, with separate booking rules, user groups and access settings for each location.

See how YAROOMS works for your bank

Book a demo to see access controls, visitor logs and utilization reports configured for a financial institution, or estimate your savings with the ROI calculator.

Calculate your ROI

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