HR Software For Finance Companies

HR within the finance sector has changed. That’s why Namely’s HR technology is designed to securely streamline your business systems, grow and engage your financial services workforce, and arm you with the analytics you need to make strategic business decisions – no matter where you’re working. Plus, the Namely platform is built to be so intuitive, anyone can use it.

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The Modern HR Solution for the Finance Industry

Reduce Risk With a Platform You Can Trust

Protect your data in a single, secure place with unlimited user roles and permissions. Namely is certified for compliance and holds a SOC 2 report.

Build a Winning Team & Culture

Namely provides you with the tools to attract and retain talent that takes you to new heights. Hire, onboard, and empower your people to reach their best potential.


Unite Your Workforce

Namely’s platform makes it easy for you to administer and for employees to self-serve, whether they’re down the hall or across the country.

Get Strategic With Actionable Business Insights

It’s your data. With Namely you can report on key people metrics in seconds,– say goodbye to manual reporting.


Feel Supported Now & In the Future

HR in the finance industry is complicated, that’s why Namely is here for you with dedicated support throughout implementation and beyond.

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Hear From Other Finance Companies Like You

“Namely has significantly improved our onboarding and performance review processes and helped streamline the requesting and approval of paid time off.”
Casey Reeves
VP at United Mississippi Bank
"Life with Namely has been a breeze. We have everything in a single site. New employees don’t have to wait for an email days later to enroll in benefits, they have access to their pay stubs immediately. And, the social media-esque home page allows employees to interact with each other. It creates a more social atmosphere with everyone working remotely. I love that Namely is a company-wide system for everyone, not just for our HR team."
Jonathan Gosnay
VP of HR at Galaxy Digital
“Namely makes our employees’ and managers’ lives easier because its platform is so intuitive and flexible. We don’t have a huge HR team, so the fact that Namely is scalable and can grow with our team and company is so helpful. Namely is very dependable, and as we continue putting more and more out on the platform, BlueSnap will confidently depend on it more as well.”
Ken Sullivan
SVP of Human Resources at BlueSnap
“Without Namely, there would have to be another person on my HR team. If you’re looking for a fully integrated, paperless solution that will save you time, Namely is the system for you.”
Allison Stevens
People Operations Manager at Total Expert

What solutions does Namely offer Finance Companies?

Our Modern and Intuitive Platform

Included for All Clients

A flexible source of truth for your people data that’s easy to use–with a company newsfeed, unlimited, paperless workflows, time off tracking, and more.

Employee Onboarding

With seamless onboarding workflows, you can securely collect eSignatures and store new hire forms, integrate with E-Verify, and welcome new hires before day one.


HR Analytics & Reporting

Drive your people strategies with point-in-time reporting, an ad-hoc report builder, and delivered dashboards for diversity, attrition, time, and more.


Performance & Employee Engagement

Empower, connect, and develop your financial services workforce with a platform they’ll actually want to use. Recognize great work with appreciations, performance reviews, and goal tracking.


Compliance Library

Access an always-evolving library packed with resources on current and pending employment regulations and intuitive tools to help your company stay compliant across multiple states.


Talent Management

Your people are your best assets. Namely helps you attract, impress, and onboard the right talent, at the right time.


Benefits Administration

Offer a competitive benefits program that helps you stand out all while simplifying the way you evaluate, administer, and enroll in benefits.



Take the stress out of payroll processing and have confidence in your results with a fully integrated platform and complete payroll tax services.


Compliance Plus

Get even more compliance support with a LMS, anonymous employee reporting, a dynamic handbook, OSHA logs, and unlimited access to HR experts.


Time Management

View and manage your hourly workforce in addition to monitoring and reporting on time off for salaried employees.

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Our Enhanced Services

Managed Benefits

Get expert employee benefits consulting, brokerage services with plans from top carriers, and benefits system administration.

Managed Payroll

Let Namely experts take on the system configurations and day-to-day payroll processing – backed by an accuracy guarantee.

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