HR Software for Financial Services

Financial service institutions embracing the digital transformation

Why SyncHR is Right For You

The financial services sector may not always be on the front lines of change. But Human Resources teams tired of burdensome paperwork, more complex recruiting, and ever-changing compliance standards are increasingly looking for new ways to work smarter and faster.

Whether you operate in an investment group or a mortgage brokerage firm, putting the right people in the right places at the right time is the key to your success. Your HR team faces an uphill battle recruiting desirable and qualified top talent amid a shortage of mid-career candidates, higher turnover among millennials, and a booming skills gap.

Not to mention that changing technology means administering more training and tracking it all to comply with evolving industry and government regulatory standards.

SyncHR helps financial services leaders assert total control their HR operations with a fully integrated suite of tools purpose built to help today's financial services businesses:

Target uniquely qualified talent, faster
Enable robust continued training for licensing
Increase employee engagement and retention
Boost productivity and company performance

Download Data Sheet

Adapting to meet current and future needs

Targeted Recruiting

Find the talent you need before your competition by streamlining the entire recruiting cycle from end to end. SyncHR's fully integrated suite of recruiting and onboarding tools eliminate silos and manual processes that slow you down. Use SyncHR's position-based information tools to quickly create and activate job descriptions and post them across a range of free and private jobs boards instantly to get in front of jobseekers across the country.

Stronger, more transparent compliance

Accurate records and air-tight security are paramount in such a highly regulated industry. So is being able to prove compliance. SyncHR centralizes HR records — payroll reports, employee training records, and much more — for on-demand, point-in-time reporting.

Professional training and development

Start your team off on the right foot from Day 1 with automatic enrollment in new-hire and compliance training. After that, keep them up to date on key certifications and licensing while also providing custom learning opportunities for learning new skills and building on existing ones. Keep your best and brightest people engaged and informed with powerful tools like engagement surveys, one-on-one coaching modules, and continuous performance check-ins that replace ineffective annual reviews.

Schedule A Demo

“ SyncHR is unique (as far as I'm aware) in allowing you to run multiple concurrent payrolls for multiple time periods. Additionally, syncHR's data structure allows you to house information at both a position and a person level. This is a radical and revolutionary switch from our former payroll provider.”

Steven D., Director of Finance

FAQs from People Like You

Why is there HR in financial services?

Human resource teams in financial services face a multitude of challenges they are tasked with solving for, including closing the skills gap in their workforces, attracting top talent and creating an attractive company culture that incentivizes high performers to stay. To conquer these HR challenges, HR teams in the financial industry are more frequently looking at HR software that enables them to continuously train their employees and create an engaging employee experience, while eliminating the manual HR tasks that take away from their ability to contribute strategically to business growth. That’s why SyncHR’s suite of HCM cloud solutions work with HR leaders in the financial industry to target uniquely qualified talent faster, enable continued learning for employee licensing opportunities and increase employee engagement and retention.

Can HCM technology increase workplace productivity?

Human resource teams in the financial industry understand that increased workplace productivity stems from the right workers in the right positions for an engaged and fulfilled workforce. However, without the right recruiting tools, or ability to comprehensively see your organizational mapping, your team can’t work effectively to enact the needed changes in your company to exceed your goals. SyncHR’s fully integrated suite of recruiting and onboarding tools eliminate silos and manual processes that slow you down, while our position management HCM architecture enables your team to quickly post job descriptions without recreating the wheel each time, targeting the right talent faster. Once the right talent is in, easily nurture their career path with our interactive org chart technology that allows you to redefine teams easily and in real time.

Why is HRM important in banking?

Organizations that actively support the career development of their employees are more likely to retain high performers. In fact, retention rates rise 30-50% for companies with strong learning cultures. However, in an industry as competitive as finance, it can be hard for HR teams to support professional development without the right HCM software in place. SyncHR’s Learning and Development solution enables HR teams to keep their workforce up-to-date on key certifications and licensing while also providing custom learning opportunities for learning new skills and building on existing ones. Keep your best and brightest people engaged and informed with powerful tools like engagement surveys, one-on-one coaching modules, and continuous performance check-ins so your team can more effectively contribute to the strategic growth of your business.

Main menu

HR Software for Financial Services

Why SyncHR is Right For You