HR Case Management For Financial Services

You work in a dynamic environment. The introduction of new regulations can dramatically alter the way that you need to track and record cases,  and there’s no shortage of emergent trends to be aware of.

From workplace bullying to inclusion or equality issues, employee engagement or breaches of the Duty: Your job demands that you maintain visibility and control over an endless stream of increasingly complex and sensitive cases.

The move to a hybrid or remote working environment only adds to the challenge. Spreadsheets or unspecialised systems simply cannot keep up with the demands placed on busy HR teams operating in the Financial Services industry.

Luckily, Workpro is cut from different cloth. Refined over the years we’ve spent working with several Ombudsman organisations and groups like TSB Bank, it's intuitive and highly-adaptable; interfacing with 3rd party HR software to provide a ‘single source of truth’ for all of your HR cases.

Workpro is also designed with compliance in mind; it creates audit trails for all cases, allows you to link related incidents and provides a wealth of customisable dashboards that can be tweaked to ensure that you can quickly create the reports needed to meet your commitments.

In fact, everything about Workpro is fully customisable – from the categorisation lists used to sort your cases, through to the form fields that frontline workers will use to record pertinent details. It’s also designed with security in mind, and is fully GDPR compliant. 

If you’re looking for an all-in-one solution that’s designed to help you improve outcomes for staff and your organisation, improve operational efficiency and ease the burden of legislative compliance, we’d encourage you to get in touch today.