Financial Services
Reduce operational risk, drive productivity, and optimize high-value teams across financial institutions.
THE CHALLENGE
Financial institutions rely on complex, high-touch workflows across underwriting, claims, compliance, investment research, and client service. But without visibility into how work happens, firms struggle to scale efficiently, ensure compliance, or protect their margins.
THE SOLUTION
Sapience delivers secure, real-time workforce intelligence so leaders in insurance, asset management, and financial advisory can make faster, smarter decisions.
The Workforce Visibility Platform Built for Financial Services
Sapience helps financial institutions balance efficiency with accountability by delivering reliable, audit-ready data across hybrid and remote teams. With Sapience, you can:
ANALYZE WORKFORCE UTILIZATION ACROSS UNDERWRITING, TRADING, COMPLIANCE, AND CLAIMS
UNCOVER INEFFICIENCIES IN MANUAL AND BACK-OFFICE OPERATIONS
ENSURE DATA INTEGRITY FOR AUDITS, REGULATORY REVIEWS, AND INVESTOR OVERSIGHT
SUPPORT SECURE HYBRID WORK MODELS WITH ENTERPRISE-GRADE PRIVACY CONTROLS
FREE HIGH-VALUE TALENT FROM REPETITIVE, LOW-IMPACT TASKS
KEY USE CASES FOR FINANCIAL SERVICES ORGANIZATIONS
Operational Cost Savings and Throughput Gains
Streamline manual workflows in claims processing, fund administration, and policy servicing. Identify inefficiencies and reduce administrative overhead across lines of business.
Time and Resource Allocation for Investment Teams
Track how analysts, portfolio managers, and researchers spend their time. Maximize focus on revenue-generating activities by eliminating distractions and low-value work.
Compliance and Regulatory Audit Readiness
Prepare for audits and reviews with confidence. Sapience provides passive, tamper-proof, audit-ready data that supports compliance with FINRA, SEC, and industry-specific standards.
Secure and Private Workforce Monitoring
With SOC-2 certification and ePrivacy compliance, Sapience ensures only the right stakeholders access sensitive data — from trading desks to compliance functions — without compromising employee trust.
Improved Utilization Across Hybrid Teams
Gain real-time visibility into hybrid or remote team engagement to rebalance workloads, identify underutilization, and inform capacity planning.