HR software for Financial Services
Looking to take HR digital?
Discover how the team at award-winning investment management firm, Triple Point, are benefiting from Cezanne HR
We have been working with organisations in the finance and banking sectors since we started. We know how important it is for you to manage HR processes and data in a way that is secure, compliant and provides the outcomes you need.
Trusted by thousands of HR professionals, Cezanne HR is a comprehensive, configurable HR system that cuts tedious administration, improves insight, and facilitates a company-wide focus on governance and culture.
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 HR, Senior Management Functions can be linked to individuals so that accountability is clear, acceptance of statements of responsibility tracked, key documents uploaded, and reminders triggered to ensure steps aren’t missed. For example, when senior managers join, take on new responsibilities or leave.
For HR teams, the recruitment, training and annual re-certification of key members of staff adds a significant administrative overhead. For example, organisations will need to have a performance review process that ensures their employees are ‘fit and proper’, not just annually but throughout the year.
Cezanne HR 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.
With its over-reaching aim to foster a culture of greater individual accountability, the SMCR represents a step-change in culture and conduct. The rules don’t just focus on the what, but on the how.
Cezanne HR comes with a host of smart features from configurable forms and information hubs to document tracking, training administration and notifications, that helps everyone work better together. You’ll find it is easier to embed and encourage best practice across your firm, and evidence a compliant approach across your HR processes should you need to.
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.
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 HR 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.
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
Senior Managers and Certification Regime
More ways we'll help you stay compliant
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