BFSIHR for Financial Services · Built for Indian BFSI

Branches connected.
Access controlled.
HR audit-ready, every cycle.

247HRM runs HR for banks, NBFCs, insurers and fintechs on one secure record: head office, branches and field teams together. Role-based Smart Auth, background-verified onboarding and audit-ready MIS sit on an ISO 27001 and SOC 2 platform with GDPR controls for sensitive data.

Role-based Smart Auth
ISO 27001 & SOC 2
Verified onboarding
Incentives & performance
Audit-ready MIS
See what's inside
ISO 27001
& 27701 information
security certified
SOC 2
Type II audited
platform
Multi-branch
teams on one
record
ISO 27001 & SOC 2 platform
Built for sensitive data
One employee record
Head office & branches
Loved by 1500+ companies across Retail, Automotive, Manufacturing, Healthcare, IT and other industries
At a glance

247HRM for financial services, by the numbers.

What BFSI HR teams get when branches, field teams, access control and compliance all live in one secure suite.

1,500+
Indian businesses on 247HRM
ISO
27001 & 27701 certified platform
SOC 2
Type II audited, GDPR controls
1
Record for office, branch & field
Role
Smart Auth scopes every screen
15+
Years serving Indian employers
4.9/5
G2 average rating
What BFSI HR software must do

5 things an HR system for financial services should do. We do all five.

Onboard with background verification, scope access by role, track distributed branch and field teams, reward sales performance, and keep MIS audit-ready. 247HRM does all five from a single secure record.

Onboard verified

New joiners are onboarded with document collection and background-verification steps captured before access is granted, so every record starts clean.

Guided onboarding flow

Scope by role

Role-based Smart Auth limits what each person sees and does by role, branch and region, so salary and personal data never leak across the network.

Role based access

Track everywhere

Branch staff and field or sales teams mark attendance with face and geo capture, so a distributed workforce stays visible from one dashboard.

Geo field attendance

Reward performance

Goals, reviews and sales incentives are managed on the same record, so performance and variable pay for sales teams reconcile cleanly.

Incentives on one record

Stay audit-ready

Headcount, joiners, exits and statutory data are held in one place and exported as MIS, so internal and regulatory audits are answered fast.

Audit ready MIS
One suite · four jobs

From verified onboarding to audit-ready MIS, in one flow.

Click through to see how 247HRM handles secure onboarding, role-based access, distributed attendance, and performance with sales incentives, all from one record.

Background-verified onboarding, before access

New joiners across head office and branches are onboarded through a guided flow that collects documents and captures background-verification steps. Records are created once, and system access is granted only after the checks a financial institution requires are complete.

Document collectionVerification stepsBranch-wise joinersAccess after checks
1
record created
Guided
joiner flow
Verified
before access
Onboarding · new joiners
VERIFIED
JoinerBranchDocsStatus
Relationship MgrPuneCompleteOK
Branch CashierSuratCompleteOK
Field OfficerIndorePendingReview
3 joiners in onboarding2 verified · 1 in review

Role-based Smart Auth across the network

Smart Auth scopes every screen and action by role, branch and region. A branch manager sees their branch, a regional head sees their region, and salary or personal data never crosses where it should not. Access changes are logged for the audit trail.

Role and location scopeBranch-wise visibilityMaker-checker controlsAccess logged
38
roles defined
Scoped
by branch
Logged
access trail
Smart Auth · access map
ENFORCED
Branch Manager
Own branch
Regional Head
Region view
Field Officer
Self only
Salary data
HR + finance
Access scoped by role, branch and region

Branch and field teams, one dashboard

Branch staff mark attendance at their location, while field and sales teams use face and geo-fenced capture from the mobile app. A distributed BFSI workforce stays visible in real time, and attendance feeds payroll without a separate system per branch.

Geo-fenced field markingFace attendanceBranch dashboardsFeeds payroll
84
branches live
Geo
field capture
1
dashboard
Attendance · Region South
LIVE
TeamModeMarkedStatus
Branch staffFace1,460OK
Field / salesGeo1,120OK
On leave·60Review
2,640 staff visible todayOne dashboard · 84 branches

Performance and sales incentives, reconciled

Goals and reviews run on the same record as payroll, so performance and variable pay stay connected. Sales incentives are computed against targets and carried into payroll, which removes the spreadsheet hand-offs that delay and dispute incentive payouts.

Goals and reviewsSales incentivesTarget trackingInto payroll
1
record for pay
Variable
pay linked
0
spreadsheet handoff
Incentives · sales team
COMPUTED
OfficerTargetIncentiveStatus
RVRavi Verma112%₹28,400OK
DKDivya Kaur104%₹19,200OK
Incentives carried to payrollNo re-keying · reconciled