Financial services industries we serve
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.
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.
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.
Payroll
Our robust payroll solution and services ensure accurate and timely compensation for your associates, building trust in the moments that matter most on secure, self-service platforms.
Multi-Country Payroll
UKG One View streamlines multi-country payroll for international financial services firms, offering a unified platform to manage compliance, standardize processes, and ensure accurate payments across global operations.
Workforce Management
UKG’s premier time and attendance management solutions enable financial services firms to enhance efficiency, streamline scheduling, monitor time and leave activities, and maintain compliance, all while boosting employee engagement and customer satisfaction.
UKG Banking Scheduler
Scheduling branch staff is a complex, time-consuming task that directly impacts your service — and your earnings. UKG Banking Scheduler enables you to schedule staff based on forecasted traffic at each branch — while considering individual employee skills and availability — so you can better balance account holder service with operational efficiency.
Artificial Intelligence (AI)
Bryte is no ordinary AI in the workplace. With AI driven by decades of people, work, and workplace culture data, you get insights to build trust, simplify the hard things, and deliver personalized experiences that foster meaning and purpose.
Analytics & Reporting
UKG’s analytics and reporting, powered by the UKG data platform UKG People Fabric™, delivers real-time dashboards and insights into performance, labor costs, and operational efficiency across various roles and employment types. These insights empower data-driven decisions, helping organizations optimize productivity, reduce administrative burdens, and drive business success across diverse service environments.
Banking Analytics
As banks and credit unions transform their branches to meet evolving account holder needs, the ability to optimize service while controlling staffing costs is more critical than ever. UKG Banking Analytics provides in-depth business intelligence to drive more effective branch staffing decisions for improved productivity and account holder service.
Culture
Attracting and retaining talent isn’t always about pay and perks — it’s about culture and trust. UKG solutions help financial organizations accelerate their journeys to becoming a Great Place to Work®.
Employee Communication
UKG Talk helps financial services companies foster real-time communication and collaboration across their workforce, enhancing engagement, streamlining operations, and keeping teams connected from your customer facing associates to the executive office.
Financial Wellness
Give your people access to their earned wages, when and where they need it, and the power to take charge of their finances.
Want more information? Speak to one of our financial experts today.
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
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.