Workforce Communications for Financial Services
Connect every branch, office and employee with timely workforce communications.
Banks and financial services organizations operate across branches, corporate offices, call centers and remote environments. Important information can be missed when it competes with crowded inboxes or depends on employees signing into another system. ActionTrac gives HR, operations and leadership teams a direct workforce communication channel through SMS and mobile notifications.
Communication built for a distributed financial services workforce
Financial institutions need to reach the right employees without overwhelming the entire organization. Weather events may affect only selected branches, compliance reminders may apply to specific roles, and open enrollment communications may require a coordinated sequence. ActionTrac uses employee data and administrative targeting to make each communication more relevant.
Reach the people who keep work moving
ActionTrac helps authorized teams communicate with branch employees, branch managers, call center teams, operations, HR, compliance and remote employees. Messages can be sent organization-wide or targeted using configured employee attributes.
Common Financial Services communication use cases
How ActionTrac helps
Reach branch and remote employees through a direct mobile channel
Reduce dependence on email for time-sensitive updates
Deliver more relevant messages through employee-group targeting
Measure sends, responses, opt-outs and link engagement
Keep employee information aligned through available HRIS integrations
Customer perspective
“We use ActionTrac to communicate important alerts, including severe weather updates, to all our branches and employees. Establishing ActionTrac Workforce Communications as a communications channel has been a very important strategic move for us.”
Ives Bank Frequently asked questions
Can ActionTrac send alerts to selected branches?
Yes. Authorized administrators can target communications by location, department, job title, shift, level or another configured employee group.
Can ActionTrac support open enrollment communications?
Yes. Teams can schedule messages, use templates, include links or attachments, and send reminders to selected employee populations.
Does ActionTrac integrate with HR systems?
ActionTrac supports HRIS integration options that can reduce duplicate employee-data administration. Available integrations and synchronization rules should be confirmed for each deployment.
What engagement information can administrators view?
Depending on the communication type and configuration, administrators can review delivery activity, responses, opt-outs and link or video engagement.
Reach the right employees at the right time
See how ActionTrac can help your financial services organization communicate more quickly, target messages more precisely and measure workforce engagement.