HCM Software Designed for Financial Services

Ensure compliance and support modernization with intelligent people solutions

Achieve seamless regulatory compliance and reduce operational costs with UKG’s AI-driven solutions. From payroll automation and optimized scheduling to enhanced compliance, our secure, user-friendly platform is tailored to meet the unique needs of financial services organizations—including banks, credit unions, insurance companies, and more. Streamline your operations and empower your staff to focus on delivering exceptional service to your clients.

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Financial services industries we serve

See why financial services organizations trust UKG

UKG understands that financial services organizations are experiencing a digital transformation including regulatory changes, and evolving customer expectations. That’s why nearly 1,000 financial services customers leverage our solutions to gain crucial insights needed for long-term success in a digital-first world.

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Ensure Compliance and Improve Risk Management

Our secure time management solutions automate compliance, ensure accurate payroll processing, and protect data. By reducing risk exposure, automating compliance tasks, and enabling pay equity audits, we help financial institutions build trust and meet regulatory standards in a highly regulated environment.

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Drive Operational Efficiency in Financial Services

Streamline your institution’s operational costs by scheduling associates based on forecasted customer traffic, specific skill sets, and availability using automated workflows and real-time analytics. Our AI-driven scheduling solutions optimize workforce productivity, allowing your team to focus on high-impact tasks and deliver an exceptional customer experience.

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Increase Employee Engagement through Culture

Foster engagement at your institution or insurance company with modern solutions that enhance employee satisfaction and trust. Our offerings include self-service features, performance management, and career development resources keeping your workforce motivated to strive for customer loyalty and operational excellence.

Purpose-built solutions for financial institutions

Discover how our best-in-class human capital management suite for financial services organizations addresses complex scheduling and payroll needs while keeping your people productive and engaged, empowering them to deliver exceptional client experiences.

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HCM for Large Organizations

UKG Pro empowers large financial services organizations with a robust, flexible solution to manage complex time management needs, from advanced scheduling and leave tracking to HR and payroll, driving operational excellence and productivity.

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HCM for Midsize and Small Organizations

UKG Ready helps midsize and small financial services organizations streamline payroll, timekeeping, scheduling, and HR, improving compliance and allowing teams to focus on productivity and providing incredible customer service.

Want more information? Speak to one of our financial experts today.

CUSTOMER STORIES

Taking UKG customers to a new level

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Financial Services provider streamlines client processes and modernizes the HCM experience with UKG Pro

Discover how InfoSync revolutionized their payroll processes with UKG’s solutions. Learn about how they streamlined operations, enhanced efficiency, and boosted productivity by modernizing payroll management and provided their customers with an incredible experience.

UKG understands the needs of financial institutions

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Discover UKG’s human capital management software and how we meet the unique business needs of the financial services industry

From banks and credit unions to insurance companies, our highly configurable solutions streamline human capital management, optimize scheduling, and enhance employee engagement. Discover how we partner with financial services providers like yourself to optimize operations, prioritize client needs, and accelerate digital transformation.

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Frequently asked questions

Integrating HCM and WFM solutions can significantly enhance operational efficiency and drive digital transformation initiatives in financial services. These integrated systems provide a unified platform to manage the entire employee lifecycle from recruitment and onboarding to performance management and payroll processing. By automating repetitive tasks and providing actionable insights, we can help your financial services organization streamline operations, reduce administrative overhead, and focus on strategic initiatives that drive growth and innovation. This integration not only enhances operational efficiency but also supports broader digital transformation efforts, enabling your financial services firm to stay competitive in a rapidly evolving market.

Compliance and risk management are paramount in the financial services sector. Our WFM solutions offer comprehensive tools for tracking employee hours, managing schedules, and ensuring adherence to labor laws and industry regulations like the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Consumer Financial Protection Bureau (CFPB). These solutions help your financial services organizations such as banks and credit unions minimize compliance risks, avoid costly penalties, and maintain operational integrity. Additionally, WFM systems provide real-time insights into workforce productivity, enabling better decision-making and resource allocation. By leveraging these tools, you can ensure your operations run smoothly and stay compliant with the ever evolving regulations in the financial services space.

In the financial services industry, attracting and retaining top talent is crucial for maintaining a competitive edge. Our HCM solutions streamline recruitment processes by automating job postings, resume screenings, and interview scheduling, ensuring you find the best candidates quickly. We enhance employee engagement through personalized onboarding experiences, continuous learning opportunities, and performance management tools that recognize and reward achievements. Our robust analytics provide insights into employee performance, satisfaction, and career progression, helping you identify and nurture high-potential employees. 

By leveraging our advanced HCM tools, your financial services organizations can foster a positive work environment, reduce turnover rates, and build a strong, motivated workforce. This not only helps in retaining top talent but also ensures your organization remains competitive in a rapidly evolving market.

Ensuring payroll accuracy, meeting compliance requirements, and supporting your staff can be complex, but our solutions simplify these tasks by focusing on: 

  • Efficiency and Accuracy: Manually calculating payroll can be time-consuming and error-prone. Our payroll software automates calculations, reducing the risk of mistakes to ensure accurate paychecks. 
  • Compliance with Regulations: Our payroll software helps you adhere to labor laws, tax regulations, and reporting requirements, both domestically and globally. This helps you to avoid costly mistakes and penalties. 
  • Employee Satisfaction: Features like direct deposit and self-service portals empower employees to access their pay information conveniently, enhancing their overall satisfaction. 
  • Record Keeping and Reporting: Maintain detailed records for audits, tax filings, and historical data. Generate reports easily, including summaries of wages, taxes, and benefits.
  • Integration with HR Systems: Our payroll solutions integrate seamlessly with other HR tools, such as time tracking, benefits administration, and attendance management. 
  • Scalability: As your financial services organization grows, managing payroll becomes more complex. Our software scales with your needs, accommodating additional employees and complexities. 
  • Security and Data Protection: Our payroll software ensures data security, safeguarding sensitive employee information. 

By leveraging our HCM and payroll solutions, your financial services organization can efficiently manage both domestic and global payroll needs, ensuring compliance and enhancing employee satisfaction.

Contact us

Learn how our solutions are purpose-built with your industry in mind. We can help you achieve a better work experience for all your people.

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