OpenFin transforms the desktop experience. We connect the apps and data your employees need under a single pane of glass. Which increases productivity, creates happier clients, and lowers operating costs. With Workspace, create a customizable platform that unifies employee workflows and significantly reduces the time to search, rekey or switch between applications. From its inception, OpenFin’s vision has been to create a truly open and thriving ecosystem capable of enabling the next generation of apps dedicated to transforming how users and technology teams work. OpenFin makes your apps work better. The best workflows are built with OpenFin. Our productivity software is powerful, flexible, and scalable to meet any business’s needs. OpenFin is backed by leading global banks, with more than 4,800 firms using our technology in 60+ countries. OpenFin is headquartered in New York City and London, and operates worldwide with employees in North America, Europe, and Asia.

The Challenge

Investment Managers use more applications than ever. With so many disparate applications – internal and third party – locating the necessary information can be overwhelming and time-consuming. Employees want workflows that make sense for them and need tools that help reduce context switching so they spend their time on the business.


  • Up to 4 hours a week toggling between apps
  • 2 hours a day searching for information
  • Average of 23 minutes lost regaining focus after an interruption
  • 3 to 5 hours a day switching between tasks, leading to decreased productivity


Source: HBR

Source: Duke

The Solution

OpenFin Workspace offers a platform that unifies employees’ desktops. We leverage web standards and provide secure connections between apps and content, allowing employees to simplify workflows and increase productivity. You can create customizable platforms that unify disparate apps and content, providing a more efficient experience for your teams. Workspace significantly reduces the time to search, rekey or switch between applications.

The Importance

Give Employees a Unified Workspace – With OpenFin, you can provide a centralized workspace that enhances productivity, minimizes errors, and boosts job satisfaction. By integrating various apps – internal and third party – and tools through OpenFin’s interoperability layer, information  can be accessed shared across a user’s own desktop – securely, easily, and at a low cost.. With OpenFin’s premium integrations, users can communicate in Teams, review client information in Salesforce, and update data into Excel, all from a single interface. This eliminates the need to switch between multiple apps and tools to locate or enter information, thereby reducing context switching and streamlining workflows.

Next steps

OpenFin currently enjoys widespread adoption with 90% of global financial institutions using OpenFin, and thousands of applications deployed to both buy-side, sell-side, and financial services vendor firms.

If you are looking to enhance your advisor productivity, or would like to understand more about our unique solution, contact us at [email protected], call us at +44 20 3868 3934, or simply click here to book a demo.

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