Securely build new financial services offerings

Develop new apps and products with your hybrid team, all while meeting compliance standards.

How you can leverage the Lucid Visual Collaboration Suite

Take your savings to the bank

Save time and money by collaborating visually from anywhere. Watch a little story about a big bank that did just that.

Collaborate effectively in hybrid environments

Hold brainstorms, daily meetings, planning sessions, and more on a secure virtual whiteboard. Make decisions faster with timelines, project plans, and voting sessions.

Eliminate errors with improved organizational processes

Evaluate internal processes, then share insights with clients and advisors. Make sure new systems and workflows are secure and clear. Plus, you can integrate your diagrams with Confluence.

Leverage data for accurate documentation

Link data to your diagrams so when information changes, your diagrams automatically update. Keep all documents in shared team folders for easy accessibility.

Develop products and apps faster

Replace or update old systems. Create new cloud-based wireframes, mocks, or UX flows with your hybrid team. Manage access with passwords, and hide or lock elements within documents.

Update and monitor your cloud infrastructure

Link your AWS, Azure, or Google Cloud account to automatically generate visualizations of your entire cloud infrastructure. Create future states, and quickly spot problem areas with conditional formatting.
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Unlock new potential with Accelerators

Process Accelerator

Improve governance and standardization of process documentation, storage, and maintenance with this Lucid Suite add-on.

Learn more

Popular integrations for Financial Services teams

Connect Lucid with the apps you use most, and keep your teams and systems working together.

Google Sheets

Google Sheets

Bring context and clarity to your data with visuals

Microsoft Excel

Microsoft Excel

Communicate complex processes in Excel with visuals.

Confluence

Confluence

Collaborate and communicate more effectively by adding visuals to Confluence pages

Microsoft SharePoint

Microsoft SharePoint

Add context to your SharePoint source of truth

Slack

Slack

Bring visual collaboration into Slack conversations while easily responding to comments left for you in Lucid

Microsoft Teams

Microsoft Teams

Collaborate visually with your team

BambooHR

BambooHR

Optimize operations and plan for growth with data-backed org charts

ServiceNow

ServiceNow

Visualize your ServiceNow APM data to make more informed decisions

Google Sheets

Google Sheets

Bring context and clarity to your data with visuals

Microsoft Excel

Microsoft Excel

Communicate complex processes in Excel with visuals.

Confluence

Confluence

Collaborate and communicate more effectively by adding visuals to Confluence pages

Microsoft SharePoint

Microsoft SharePoint

Add context to your SharePoint source of truth

Slack

Slack

Bring visual collaboration into Slack conversations while easily responding to comments left for you in Lucid

Microsoft Teams

Microsoft Teams

Collaborate visually with your team

BambooHR

BambooHR

Optimize operations and plan for growth with data-backed org charts

ServiceNow

ServiceNow

Visualize your ServiceNow APM data to make more informed decisions

Google Sheets

Google Sheets

Bring context and clarity to your data with visuals

Microsoft Excel

Microsoft Excel

Communicate complex processes in Excel with visuals.

Confluence

Confluence

Collaborate and communicate more effectively by adding visuals to Confluence pages

Microsoft SharePoint

Microsoft SharePoint

Add context to your SharePoint source of truth

Slack

Slack

Bring visual collaboration into Slack conversations while easily responding to comments left for you in Lucid

Microsoft Teams

Microsoft Teams

Collaborate visually with your team

BambooHR

BambooHR

Optimize operations and plan for growth with data-backed org charts

ServiceNow

ServiceNow

Visualize your ServiceNow APM data to make more informed decisions

Generally, processes exist in each person's mind in a different way. There are misunderstandings, but when you get everyone in the same room and you project it up on the screen and everyone's looking at it from a visual process or perspective, then you're able to have breakthroughs that you wouldn't have otherwise.
- Mike Doana - IT Service Delivery Consultant IT Service Delivery Consultant

Build finance apps and services with Lucid

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