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.

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Be prepared to handle complex financial offerings that change rapidly
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Bridge the culture gap across branches and divisions
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Assure communications and compliance with evolving regulatory requirements
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Handle high turnover with specific financial training required

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.

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Compliance completions grew from 9,100 in the first year to a record-breaking 115,000

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Training and compliance is now an automated process.

Other Case Studies

Launch within 48 hours to connect your entire financial services workforce

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