Industry
Technology for banks and financial institutions.
Operating context
What this sector asks of its systems.
Branch and back-office workforce
Many locations, frequent transfers and joiners, with payroll and headcount that must match the ledger.
Separation of duties
The person who requests a change is not the person who approves it, and the system enforces that.
Regulatory and audit reporting
Reports that regulators, internal audit and the board expect, built from traceable sources.
How technology helps
Where we would start.
Typical projects
What we would build first.
Maker-checker approval workflows
Transfers, grade changes and payroll adjustments that need a second, named approver.
Branch headcount and cost view
Staffing against budget for every branch, from the same records payroll pays from.
Payroll-to-ledger integration
Payroll journals posted to finance automatically, with a reconciliation report.
Employee document intelligence
Onboarding files read and checked for completeness before they reach a reviewer.
Where we start
Questions we ask first.
- Which changes need a second approver today, and how is that recorded?
- How long does month-end reconciliation between HR, payroll and finance take?
- Which reports are rebuilt by hand for each audit or regulator request?
Related work
Where this shows up.
More case studies coming soon.
We publish a project once it has a real result, and the client's permission to share it.
More case studies coming soon.
We publish a project once it has a real result, and the client's permission to share it.
Working in banking and financial services?
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