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HRIS CONSULTING FOR FINANCIAL SERVICES FIRMS

Tailored system consulting that helps financial organizations manage strict compliance, complex compensation, and multi-team workforce needs.

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Our system consultants help financial services teams manage strict compliance requirements, complex compensation models, and specialized talent needs. We streamline workflows and configure your HRIS for regulatory accuracy, incentive based pay, and role specific processes so your system supports compliance, payroll precision, and clearer workforce insight.

WHAT ARE YOUR OBJECTIVES? 

Let us help you achieve your goals.

ENSURE REGULATORY & AUDIT READY COMPLIANCE

IMPROVE HIRING SPEED FOR SPECIALIZED FINANCIAL ROLES

MANAGE COMPLEX INCENTIVE & BONUS COMPENSATION ACCURATELY

MAINTAIN LICENSE, CERTIFICATION, & CONTINUING EDUCATION TRACKING

STANDARDIZE HR & PAYROLL WORKFLOWS ACROSS BRANCHES AND TEAMS

SUPPORT GLOBAL OR MULTI STATE EXPANSION WITH ACCURATE PAY RULES

SUPPORT SECURE, ROLE BASED ACCESS & DATA PROTECTION

STREAMLINE TIME & ATTENDANCE FOR BRANCH & OPERATIONS TEAMS

INCREASE VISIBILITY INTO WORKFORCE CAPACITY & COSTS

ENABLE CONSISTENT, RISK-AWARE HR OPERATIONS

From the start, the ROCKCREST team made everything easy. Our consultants guided us through a challenging project with professionalism, patience, and genuine care. We couldn’t have asked for better partners.

 - Karl Grotheer, TitleMax

CUSTOMER STORIES

Discover how we've successfully delivered effective solutions that add value for financial services organizations.

SAP SuccessFactors Support

Daiichi Sankyo partnered with ROCKCREST to support their mixed SAP HCM and SuccessFactors environment. With Employee Central still on SAP HCM and all other modules in SuccessFactors, our onsite consultant joined a dedicated three-person team in Basking Ridge, NJ. We provided hands-on functional expertise, resolved system issues, and optimized SuccessFactors modules to ensure seamless integration and support for HR operations, helping Daiichi Sankyo maintain system performance and enhance user experience across their HR platforms.

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UKG Pro Data Clean Up

Boston Private Bank & Trust partnered with ROCKCREST to support a data cleanup and system upgrade initiative. Our consultant manually reviewed and inactivated over 400 outdated job titles in UKG Pro, streamlining their job structure. We also prepared for their NovaTime upgrade from version 4000 to 5000 by ensuring all employees were correctly linked to supervisors to enable Single Sign-On functionality. Additionally, ROCKCREST created detailed process documentation to support a smooth upgrade and ongoing system use.

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Workday Implementation

Federal Home Loan Bank of New York partnered with ROCKCREST to support their migration to Workday HCM, Payroll, Benefits, and Recruiting from Dayforce and SAP SuccessFactors. Our experienced onsite consultant, with full lifecycle implementation expertise, guided the client through the design phase, offering functional support and strategic insight. By leveraging deep knowledge of all three systems, ROCKCREST ensured a smooth transition, aligning the new Workday environment with the organization’s HR and operational goals.

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Paycor Support

Payactiv, a small financial services company with approximately 70 employees, partnered with ROCKCREST to optimize their Paycor system beyond payroll. With a department of one, their HR lead lacked time to implement additional modules. Our consultant stepped in to organize and upload critical documents, set up mandatory testing and performance reviews, and manage multiple projects across Paycor’s modules. ROCKCREST’s hands-on support ensured smooth implementation, enabling the HR lead to focus on operations while maximizing Paycor’s capabilities.

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DISCOVER HOW ROCKCREST
CAN HELP YOU

Scheduled a call with us today. 

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