Avanade + New Wave Workspace: Elevating Financial Services Operations Through Intelligent Booking Management

Chris Copleston Financial Services 4 min read

Financial institutions have transformed how customers bank digitally, yet many of their most valuable interactions still happen in person. The partnership between Avanade and New Wave Workspace brings workplace operations together on a single platform—helping firms deliver exceptional client experiences while improving efficiency, governance and operational visibility.

Avanade + New Wave Workspace: Elevating Financial Services Operations Through Intelligent Booking Management
Avanade

Financial institutions have transformed how customers bank digitally, yet many of their most valuable interactions still happen in person. Wealth management consultations, corporate banking meetings, executive briefings, board sessions and regulatory visits all depend on seamless coordination behind the scenes.

Delivering these experiences requires far more than reserving a meeting room. It demands collaboration across reception, facilities, security, catering, AV, workplace services and executive support. When these teams rely on emails, spreadsheets and disconnected systems, service becomes reactive, inconsistent and difficult to measure.

The partnership between Avanade and New Wave Workspace brings these operations together on a single platform, helping financial institutions deliver exceptional client experiences while improving efficiency, governance and operational visibility.

From Room Booking to Operational Orchestration

A meeting is more than a calendar invitation. It triggers a series of operational activities that must be executed flawlessly.

New Wave Workspace transforms a booking into a coordinated workflow, automatically engaging the right teams at the right time. Reception knows who is arriving, facilities understand room requirements, catering receives service requests, and security is prepared for visitors—all from a single booking.

Instead of relying on manual coordination, every stakeholder works from the same source of truth, reducing delays, eliminating duplicate effort and ensuring every meeting is delivered consistently.

Delivering Premium Client and VIP Experiences

For financial institutions, every client interaction reinforces the organisation’s reputation.

Whether welcoming an institutional investor, a wealth management client, a regulator or a board member, front-of-house teams need complete visibility to deliver a professional, personalised experience.

New Wave Workspace equips reception and workplace teams with the information they need before guests arrive, allowing them to anticipate requirements rather than react to them. The result is a smoother arrival experience, better coordination across departments and a consistently high standard of service.

Facilities concierge view giving front-of-house teams visibility of arriving guests

Standardising Service Delivery

Operational excellence comes from repeatable processes.

By replacing manual handovers with automated workflows, organisations can ensure every meeting follows approved service standards regardless of location or organiser. Teams spend less time coordinating logistics and more time delivering value to employees and clients.

As meetings change, supporting services are updated automatically, reducing the risk of missed requests, duplicated work or communication gaps.

Drag-and-drop calendar management automatically updating supporting services

Measuring What Matters

Many organisations can report how many meeting rooms were booked, but far fewer can answer questions about operational performance.

How quickly are services delivered? Which teams consistently meet their service commitments? Where do delays occur? Which buildings experience the highest operational demand?

New Wave Workspace captures operational activity throughout the booking lifecycle, enabling organisations to define and monitor Service Level Agreements (SLAs) across workplace services. Leaders gain objective performance metrics instead of relying on anecdotal feedback, making continuous improvement measurable and achievable.

Operational dashboard tracking SLA compliance, booking lead time and assignment time across workplace services

Turning Workplace Data into Business Intelligence

Every booking generates valuable operational data.

By consolidating this information into a single platform, financial institutions gain insights that extend well beyond workplace management. They can understand how office space is being used, identify trends in visitor volumes, optimise service delivery, improve resource allocation and make more informed real estate decisions.

These insights also help leadership anticipate demand, identify operational bottlenecks and continuously improve both employee and client experiences. Instead of simply managing bookings, organisations begin managing performance.

Secure by Design

The solution integrates naturally into existing enterprise environments without requiring organisations to change how people work.

Built with enterprise security in mind, New Wave Workspace supports modern authentication standards, including Multi-Factor Authentication (MFA), and securely integrates with Microsoft technologies through Microsoft Graph APIs where appropriate. This enables organisations to leverage existing identities, calendars and collaboration tools while maintaining robust governance and security controls.

Why Avanade and New Wave Workspace

Avanade has earned the trust of many of the world’s leading financial institutions by delivering complex digital transformation programmes. New Wave Workspace complements this expertise with a purpose-built Booking Management platform designed to connect people, places and workplace services.

Together, the partnership enables financial institutions to modernise workplace operations, automate service delivery, improve the experience for employees and clients, and provide leaders with the operational intelligence needed to make better decisions.

In an industry where service quality, operational resilience and client experience are critical differentiators, intelligent Booking Management becomes far more than a workplace tool—it becomes a strategic operational platform that helps financial institutions deliver exceptional experiences, optimise resources and make every meeting count.

Ready to elevate your financial services operations?

Contact us to learn more.

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