FINANCIAL SERVICES
With a strong track record in the financial services sector, ROCKCREST provides HRIS consultants with specialized experience in addressing the unique HR demands of banks, insurance firms, and investment companies. Our consultants understand the complexities of managing high compliance standards, diverse compensation structures, and rapid talent acquisition in a highly regulated industry.
Our HRIS consultants tackle key challenges in financial services, including automating compliance tracking, managing incentive-based compensation, and optimizing recruitment for specialized roles. By implementing robust, secure HRIS systems, we enable financial services companies to streamline payroll, maintain strict regulatory compliance, and improve workforce planning—empowering HR teams to support growth and adapt to industry demands confidently.
CASE STUDIES
Below are examples of financial services firms we've partnered with and the solutions our consultants have successfully designed and implemented.
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.
Oracle Time & Labor Support
TitleMax, a personal loan company with 2,000 employees, engaged ROCKCREST to ensure their Oracle HCM Time and Labor modules were compliant with California employment laws. With a January 1st go-live deadline, our Oracle HCM consultant, experienced in California-specific requirements, configured the necessary modules to meet regulatory standards. ROCKCREST’s expertise provided TitleMax with a compliant, efficient system tailored to California’s complex labor laws, ready for a seamless transition post-acquisition.
Paylocity Compliance
Performance Trust Capital Partners, a financial advisory firm with 400 employees, partnered with ROCKCREST to address a critical transition involving the consolidation of their ESOP and Employee Group under a single EIN in Paylocity. Our consultant ensured the seamless migration of employee and ESOP data into a unified entity, meeting strict deadlines ahead of open enrollment in November and January bonus payments. ROCKCREST’s expertise enabled compliance with regulatory requirements and a smooth operational transition within Paylocity.
UKG Pro Optimization
Safety National, a mid-sized insurance firm with over 800 employees, turned to ROCKCREST to enhance their UKG Pro system. Our consultant supported the implementation of Performance Management, Benefits Prime, and People Assist modules, while optimizing HCM configuration to include employee education details. Additionally, we reviewed and refined Job Families, Job Codes, and Salary Grades to align with their evolving needs. ROCKCREST’s guidance streamlined their HR operations and maximized the utility of their UKG platform.
Oracle Taleo Ongoing Support
An urgent need arose for Silicon Valley Bank for a consultant to provide part-time remote support on the Taleo Enterprise Tool. ROCKCREST supplied a highly skilled consultant with strong experience in troubleshooting integrations and handling configuration requests. Initially tasked with addressing multiple client requests, the role transitioned to ongoing support, responding to issues as they arose. The client required a two-hour response time for urgent issues, with the consultant ensuring clear communication regarding availability to facilitate backup arrangements when necessary.
Dayforce Implementation Project Management
Kestra Financial, a financial services firm with 750 employees, partnered with ROCKCREST to manage their migration to Ceridian Dayforce from Namely. Our Project Manager coordinated efforts between Kestra's internal teams and Ceridian’s implementation team, providing hands-on configuration support as needed. With Kestra’s HR staff new to Dayforce, ROCKCREST ensured smooth knowledge transfer, change management, and HRIS support through go-live and post-launch, setting Kestra up for a successful transition by early 2024.
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