Assure employee compliance for the delivery of financial service solutions
Financial services companies need a better way to assure employees are compliant with rapidly-changing regulations
Financial service providers must have processes in place to handle changes in a heavily-regulated industry. Prepare for success with iTacit.
The banking industry is evolving, and teams need to understand and ensure changes are compliant with regulations. Faced with nimble online competition and growing consumer expectations, financial institutions are diversifying their portfolios and customer service channels. Undermining that progress is reliance on complex legacy IT systems that have evolved over decades, high staffing turnover and complex regulations, all of which relate to intensive training requirements.
FORM AUTOMATION FOR BANKING & FINANCE
Meeting the most stringent security standards, iTacit forms allow you to instantly create a digital process using paperless forms and checklists.
From employee performance reports to client data, digitize operation-critical processes across your institution.
INSTANT, TARGETED UPDATES
Quickly communicate changes in regulations, policy and financial products
Financial institutions have a growing portfolio of complex financial offerings and ever-changing policies. Build a central knowledge base and target communication by role, team or location.
SOCIAL INTRANET VIA IOS & ANDROID APP
Build corporate culture across branches and divisions
Unite various branches and divisions while promoting a common corporate culture and social interaction all within your own secure, branded app.
WORKFLOW AUTOMATION & TRACEABILITY
Optimize regulatory processes and compliance tracking
Stay on top of evolving regulatory and compliance requirements with team and compliance tracking as well as automated learning paths for advisors.
Recruitment & Applicant Tracking
Enable cross-branch staffing flexibility and automate training
Enable flexible staffing and continued learning with a fully functional Learning Management System (LMS) and automated learning paths.
CASE STUDY – HIGHLY-REGULATED ENTERPRISE OPERATION
Training and compliance solution streamlines operations.
SNAPSHOT
A complex operation with over 5500 employees was faced with increased regulatory protocols and guidelines driven by industry concerns over workplace harassment, confidentiality.
Compliance completions grew from 9,100 in the first year to a record-breaking 115,000
Training and compliance is now an automated process.
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training & communication challenges with a robust employee hub.
