Compliance Software for Banking & Financial Services
The best way for financial organizations to assure employees are compliant in a heavily-regulated industry.
From monitoring to proper training, financial compliance management requires processes in place to handle various changes in a complex industry.
The banking industry is evolving, and teams need to understand and ensure changes follow banking regulations compliance. 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
Increase employee engagement in the banking sector
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.
Accessible mobile-first training solution streamlines compliance and onboarding.
SNAPSHOT
Training a temporary workforce on a time-constrained schedule for recruiting, onboarding and training left this government agency looking for an all-in-one solution..
Engaged and Connected Employees
Employee Feedback Loop Increased Visibility
Schedule a
personalized 1:1
Talk to an iTacit export to learn how you can connect your frontline employees to everything work.
