
Featured in Forbes Business Council
I’ve written before about why rigid RTO mandates backfire and how technology enables smarter, more intentional workplaces. But here’s what we’re seeing now: those arguments are already winning. The leading financial institutions have moved past the mandate debate. They’ve invested in booking tools, utilization dashboards, employee collaboration tools, and hybrid policies. Space management is no longer a differentiator—it’s infrastructure.
The new question isn’t “how do we get people back?” It’s “what happens once they’re there?”
The firms pulling ahead are shifting from managing space to curating experience. And that’s a fundamentally different discipline.
Experience Curation Isn’t Replacing Space Management—It’s the Layer on Top
Space management assumed the office was a container to optimize. Experience curation assumes the office is a product to design. The former asks: how much space do we need? The latter asks: what should it feel like to work here?
This isn’t softness—it’s strategy. As hybrid patterns mature, employees are making daily choices about where to work. The office has to earn attendance. That requires thinking like a product team: what’s the user journey, where’s the friction, what keeps people coming back?
Financial institutions are starting to treat workplace experience as a design problem, not just a facilities problem. The firms that understand this distinction are building workplaces that people choose—not places they’re compelled to occupy.
Presence Becomes Purposeful When It’s Tied to Collaboration
What actually pulls people into the office? Increasingly, it’s knowing the right colleagues will be there—the people they need to collaborate with, solve problems alongside, or learn from. Random attendance creates empty hallways. Coordinated attendance creates momentum.
This reframes the “culture” conversation entirely. Culture isn’t rebuilt through mandatory presence or calendar tricks. It’s rebuilt when people overlap with purpose—when showing up means something will happen that couldn’t happen otherwise.
Technology that shows who’s scheduled to be in lets employees make informed decisions about when their presence adds value. The office stops being a default location and starts being a coordination tool. The firms getting this right are designing for productive collisions, not just occupancy.
The Client-Facing Workplace Is Credibility Infrastructure
Most workplace strategy focuses inward: employee experience, talent retention, operational efficiency. But financial services workplaces serve two audiences. Clients and visitors walk through your doors too—and they’re drawing conclusions.
Conference rooms aren’t just meeting spaces. They’re where deals get made, relationships deepen, and credibility gets built or eroded. The service level, the room configuration, the seamless visitor experience—these aren’t amenities. They’re brand signals.
Leading firms are treating hospitality as operational infrastructure: visitor management that’s secure but frictionless, room setups that match the meeting type, service delivery that reflects the caliber of work happening inside. The workplace becomes an extension of client experience, not a backdrop to it.
Measuring What Actually Matters
Utilization data answered last decade’s question: are people using our space? But it doesn’t answer this decade’s question: is the workplace actually working?
Firms are starting to ask harder questions. Are collaboration patterns improving? Is retention stronger among employees with access to flexible tools? Are client-facing interactions happening in spaces that reflect our standards? Is the workplace contributing to revenue, or just to overhead?
The shift from occupancy metrics to outcome metrics is uncomfortable because it’s harder to measure. But it’s where the real strategic insight lives. The firms who figure out what success looks like—beyond badge swipes—will have a lasting advantage.
What Comes Next
Space management got us through the first phase of hybrid work. It proved that technology could bring order to chaos. But the next phase requires something more: a deliberate focus on what people experience when they choose to come in, and whether that experience serves the business.
This isn’t speculation. We’re partnering with WORKTECH Academy to study exactly how financial institutions in the US and UK are navigating this shift—from policy to culture, from efficiency to experience. The research launches at WORKTECH Financial Workplace in April 2026, and I’ll be sharing what we learn.
The firms that thrive won’t be the ones still debating whether people should come back to the office. They’ll be the ones who’ve made the office worth coming back to.