Streamline HR, support SMCR compliance and delight your staff
with smart, flexible HR software for financial services firms
HR software for Financial Services and Banking
Save time, work smarter
We’ve been working with organisations in the finance and banking sectors since our founding! We know how important it is for you to manage HR processes and data in a way that’s secure, compliant and provides the outcomes you need.
Trusted by thousands of HR professionals, Cezanne’s HR and payroll software is a comprehensive, configurable HR system that cuts tedious administration, improves insight, and facilitates a company-wide focus on governance and culture.
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Features for regulated firms
Here are just some of the ways we support the needs of financial services firms
Senior Managers Regime
Ensure you have the complete picture
The Senior Managers Regime presents firms with a number of ongoing compliance issues, not least how to ensure there are no gaps in responsibility and accountability, that appropriate documents are up to date, and a history retained.
With Cezanne, you can link Senior Management Functions directly to individuals. So, it’s easy to see who’s accountable, track acceptance of responsibility statements, upload key documents, and trigger reminders to keep everything on track. Whether someone’s joining, stepping into a new role, or heading out the door, nothing slips through the cracks.
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Certified Staff
Manage re-certification easily
For HR teams in financial services, managing recruitment, training, and annual re-certification of key staff can quickly become a major administrative burden. On top of that, firms need a performance review process that goes beyond a yearly tick-box exercise – one that helps demonstrate employees are ‘fit and proper’ all year round.
Cezanne helps you take those challenges in your stride. Recruitment is simplified, training easier to track and the flexible performance module ensures you can capture the information needed to support re-certification, using the approach that works for you.
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Conduct and Culture
Put the focus on culture
With its over-reaching aim to foster a culture of greater individual accountability, the SMCR rules don’t just focus on the what, but on the how.
Cezanne HR software comes with a host of smart features, from pulse surveys and own branding to information hubs, document tracking and automated notifications, that help promote employee engagement and ensure key activities are managed appropriately. You’ll find it is easier to embed and encourage best practice across your workforce, and evidence a compliant approach across your HR processes should you need to.
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Cezanne HR worked with us to fully customise our platform to include the appropriate language and company branding that fully reflects our dynamic, flexible and inclusive workforce.
LifeSearchJanuary 2020
Succession planning
Build succession plans that work
The SMCR requires that firms can demonstrate a formalised and systematic approach to succession and career planning. For example, when a senior manager leaves the business, you’ll need to have a plan to ensure key tasks are not left unassigned.
Cezanne helps you take an organised approach to talent pool management and succession planning. You can map key positions, identify potential successors or succession gaps, and put in place career plans that show that you have put in place appropriate steps to ensure coverage for key positions.
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We now have an HR system that supports our current needs really well, but crucially, it is one that can also scale with us as we grow our headcount further
Triple PointSeptember 2019
Senior Managers and Certification Regime
More ways we'll help you stay compliant
Take a guided tour
Cezanne is a modern, modular HR software suite that has everything you need to streamline HR and payroll, and engage employees. To learn more, just get in touch.