HR Software for Financial Services

Transform your core HR processes with tools built for financial services' complex regulatory landscape. Manage the entire employee journey from hiring to onboarding and beyond with one comprehensive platform. Handle employee records, policies, and procedures with automated workflows that ensure regulatory compliance. Manage diverse employment types from permanent relationship managers to contract specialists, all within one unified system.

• Embedded AI seamlessly connects all your Access products, delivering smarter automation, deeper insights, and effortless compliance.
• Powerful People Analytics provide real-time workforce intelligence, helping you make faster, data-driven decisions.
• Empower employee and manager self-service with the PeopleXD Evo mobile app.

“Since adopting Access PeopleXD, we’ve observed a notable improvement in our end-user experience. The HR solution has eliminated the necessity for manual intervention, reducing back-and-forth email exchanges considerably. This efficiency has resulted in valuable time savings for the team”

Andrew Dagger, Group HR Director, Arbuthnot Latham

Gain real-time insights into workforce productivity, compliance costs, and operational efficiency. Identify trends in overtime, monitor absence patterns, and optimise workforce planning with predictive analytics that help you anticipate staffing needs for regulatory cycles and business demands.

Easily view, monitor, report and act on the following data – and more:

• Current and projected headcount by department and location
• Current and projected staffing costs with regulatory compliance costs
• Trends – absence, attrition, regulatory training completion
• Skills and certification status by department, role and location
• Time-based comparisons – monthly, YoY compliance metrics

Reduce admin for HR teams with secure embedded generative AI. Get instant guidance on company policies and handle routine HR tasks using Copilot in PeopleXD Evo. From creating job descriptions for specialist roles to understanding maternity leave procedures, embedded AI helps managers and employees access the information they need quickly and accurately.

Ask questions like:

• "Is there an offboarding interview before I leave and who is it with?"
• "How do I use Keeping in Touch days?" 
• “What is our Company Maternity Policy?”
• "Draft a job description for a Senior Financial Consultant”

Eliminate payroll complexity with automated processing designed for financial services' sophisticated compensation structures. Handle complex bonus calculations, commission payments, variable compensation, and regulatory pay reporting with complete accuracy. Transform your pay strategy with intelligent salary planning tools that align compensation decisions to performance and retention goals.

• Automated Payroll Processing
• Complex Bonus and Commission Calculations
• Strategic Pay Planning and Market Benchmarking
• Performance-Linked Compensation Management
• Pension Auto-Enrolment and HMRC Submissions
• RTI Reporting and Regulatory Pay Reporting
• Employee Self-Service including Online Payslips

Attract top talent in competitive financial services markets with streamlined recruitment processes that meet regulatory requirements. From front office advisors to compliance specialists, accelerate your time-to-hire with automated workflows, background check integration, and branded candidate experiences.

• Applicant Tracking System (ATS)
• Background Screening
• Interview and Contract Management
• Branded Careers Website
• Regulatory Role-Specific Job Board Posting

Develop and retain your skilled workforce with comprehensive performance management and talent development tools that align people strategy with financial goals. Drive performance and behaviours while measuring objectives in real-time. Create clear progression pathways for client-facing staff, compliance officers, and technical specialists to build a culture of continuous high performance in demanding regulatory environments.

Available via self-service, performance updates can be made in real-time by both employees and managers, enabling you to define growth areas, identify high-potential talent, and reward good performance while ensuring regulatory competency requirements are met.

• Performance Appraisals and Real-time Goal Setting
• Talent Pipeline Analysis and Succession Planning
• Skills Gap Analysis and Competency Management
• Regulatory and CPD Training Management
• 360 Continuous Feedback and Development Planning

Drive satisfaction, loyalty, and retention in competitive financial services markets. From customisable benefits packages to instant discounts, targeted wellbeing programmes, and communication tools for your distributed teams, we help you invest in the people powering your client relationships.

• Flexible Benefits with Mobile App
• Instant Discounts – from shopping to travel and lifestyle
• Salary Sacrifice Schemes
• Financial Wellbeing Programmes
• Internal Communications for Regulatory Updates
• Peer-to-Peer Recognition
• Centralised Data & Insights

Maintain rigorous FCA and PRA regulatory standards with automated training management and compliance tracking.

Automatically assign mandatory FCA training, ensure continuous certification for regulatory requirements, track training completion with compliance dashboards, and maintain comprehensive audit trails essential for regulatory compliance in financial services.
Our extensive library of FCA-approved and financial services-specific eLearning courses builds a compliance-focused culture while enabling you to upskill your current workforce - crucial for navigating financial services' evolving regulatory landscape.

Key training areas include:

• SMCR (Senior Managers & Certification Regime) 
• Conduct Rules Compliance
• Anti-money laundering (AML) and fraud prevention
• Data protection and cybersecurity
• Market conduct and insider dealing
• Treating Customers Fairly (TCF)
• Off-payroll Working (IR35) Compliance
• CPD and Training Certification Tracking