AI-powered HR software for financial services
Insurance, accounting and financial institutions use PeopleSpheres to leverage HR data allowing them to provide valuable service to clients
Data-driven financial services professionals trust PeopleSpheres
Mitigate risks
Use data insights to spot early signs of stress, burnout and be proactive
Manage compliance effortlessly
Track and meet complex compliance requirements by centralizing all documentation and reporting on a single platform
Personalize at scale
Deliver highly tailored experiences to boost engagement
Gain visibility of financial impact
Get a comprehensive view of budgets and spending across departments, branches or subsidiaries
Retain skilled talent
Leverage data to strengthen your organizational culture and attract top talent
Mazars builds a flexible, scalable solution designed to effortlessly manage all employee data
Mazars needed an HR solution that met their high standards after previous systems fell short. Their goals were clear: centralize employee data, ensure reliable KPIs, and streamline HR processes.
PeopleSpheres provided the right tools. They centralized all data on one platform, connecting systems like Cegid and Akuiteo. Automated onboarding and offboarding processes improved efficiency. Reliable KPIs now enable Mazars to make quick, informed decisions. And with an HR chatbot for instant answers, Mazars finally has a solution that adapts to their needs and supports smarter HR management.
Democratize HR data. Drive efficiency and exceptional services.
Sync all your HR data in real-time on a unified platform, providing full visibility into your entire operation. You can hire faster, save time on audits and reduce data collection efforts.
With data driving your financial strategies, optimize how you manage risk, enhance compliance, and retain top-performing employees. The result? Increased profitability and client trust.
Lead a brighter future for financial institutions with the power of generative AI
Elevate your consolidated data and drive innovation with the power of AI. Let your HR system integrate and analyze data across multiple HR software solutions, enabling you to:
- Create a personalized enviornment across department and branches
- Optimize resources to improve operational efficiency and risk management
- Assess financial impacts and identify cost-saving opportunities and areas for investment
- Monitor and meet unique compliance requirements and reduce exposure
This unified approach allows financial institutions to make data-driven decisions that support employee well-being, operational resilience, and regulatory assurance.
HR leaders and finance professionals thrive with PeopleSpheres
Whether you offer services in asset managemnet, banking or insurance, HR is the backbone of high-quality financial services. But great HR happens only when you can focus on people. PeopleSpheres enables you to streamline HR operations with:
Supporting finance workplaces just like yours
Easy-to-use and efficient HRIS! Having all of our employees’ data in a powerful and flexible software provides us with security, visibility and great efficiency on a daily basis. I can integrate new relevant data into the platform at any time, which is essential for reporting.”
Pre-built connectors
Effortlessly connect your employee data with PeopleSpheres —no coding or IT support needed. Instantly integrate PeopleSpheres with popular tools for recruitment, scheduling, payroll, and more.
Why is PeopleSpheres the best HR solution for financial services?
PeopleSpheres is built to meet the unique challenges of the financial services industry. It allows you to retain your existing HR software while unifying all your data into a single, real-time platform, empowering better decision-making and more effective workforce management.
Financial service firms face intense regulatory demands, a highly competitive landscape, and the constant need for top-tier talent. With PeopleSpheres, you have a centralized platform to streamline scheduling, ensure compliance, enhance employee engagement, and reduce administrative workload—all of which directly contribute to stronger operational efficiency and a more agile workforce.
The platform’s flexibility and scalability make it a perfect fit for financial institutions of any size, helping you adapt swiftly to industry demands and regulatory changes.
Which modules does PeopleSpheres offer?
At PeopleSpheres, we understand that every institution and department has distinct needs. That’s why we give you the freedom to choose the HR tools that work best for your unique operations, and we’ll seamlessly connect them to our platform in no time.
We already have 500+ pre-built connectors that cover every aspect of HR management including:
- Payroll management
- Recruitment
- Scheduling
- Time & attendance
- Staffing
- Performance management
- Training & development
- HR analytics
- and more
Browse The Store to see all our vetted tools and connectors.
How does PeopleSpheres enable generative AI?
Our solution integrates generative AI, leveraging your unified HR data to provide powerful, actionable insights tailored for the financial sector. Our AI-driven tools dive deep into data from all your connected HR systems, analyzing trends and forecasting workforce needs. This delivers precise, personalized recommendations, empowering you to make bold, data-driven decisions with confidence.
With PeopleSpheres, your HR system becomes a strategic asset. Ask any question, and it will instantly pull insights from every integrated data source. This allows you to:
- Use cross-system data to monitor certifications, mandatory trainings, and compliance with financial regulations, ensuring your team always meets industry standards.
- Analyze data on workloads, engagement, and absenteeism to spot early signs of stress or burnout, enabling proactive support for high-performing employees.
- Leverage insights from attendance, overtime, and project demand to strategically align staffing, ensuring the right talent is focused on high-priority initiatives.
How does my data sync to PeopleSpheres?
Syncing your data with PeopleSpheres is easy and stress-free. Our platform is designed to work seamlessly with your current HR systems, so all your data comes together in one convenient place.
You can connect your existing software through our pre-built integrations or custom API connections, and once everything’s set up, your data will sync in real-time, giving you accurate, up-to-date information whenever you need it.
And rest assured—our PeopleSpheres team will take care of the setup and customization, ensuring that your implementation is smooth and worry-free.
Ready to find the perfect solution for your institution?
Get in touch with one of our PeopleSpheres experts to get a custom demo