Namely HR For Finance Companies

Solution Overview

Everything you need to build a better workplace

Managed Services

Managed HR

Access dedicated HR consulting, compliance, and handbook support.

Managed Payroll

Outsource to simplify day-to-day
admin, preparation, and processing.

Managed Benefits

Enhance your offerings with expert consulting and brokerage services.

Core Platform

Streamline tasks like feedback, file storage, communications, and time off tracking.

Onboarding

Welcome new hires and set them up to hit the ground running on Day One.

Reporting

Gain workforce insights with real-time data and custom report visualizations.

Payroll

Automate payroll processes to reduce errors and simplify tax management.

Time

Optimize productivity with employee time and attendance tracking.

Mobile App

Keep employees connected with mobile access to critical information on the go.

ENHANCED MODULES

Benefits Administration

Manage open enrollment and life events in an intuitive, unified platform.

Applicant Tracking

Find and hire the right talent faster with AI-assisted recruitment and workflows.

Performance Management

Promote growth and goal alignment through continuous feedback and recognition.

Compliance

Ensure compliance with state-mandated trainings, a living handbook, and more.

Advanced Time

Ease time tracking and compliance with geofencing, shift differentials, and more.

Advanced Scheduling

Align availability, skills, and business needs to improve efficiency.

Solution Overview

Managed Services

Core Platform

ENHANCED MODULES

Why Switch

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HCM Software for Financial Services Companies

Purpose-Built HR for Fast-Moving, Risk-Sensitive Finance Teams

HR That’s Built for Financial Services Teams

Drive Efficiency with Connected HR Tech

Ensure Compliance and Reduce Risk

Get Personalized Support from Experts

Designed for the Realities of Financial Services

Multi-State Payroll Support

Centralized Compliance Documentation

Digital Time & PTO Tracking

Data Privacy Controls

Retention & Engagement Tools

Let’s Streamline HR for Finance Together