GLBA compliant employee monitoring for financial institutions

WorkTime ensures GLBA-safe, non-intrusive monitoring with no access to NPI or sensitive customer financial data.

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26

Years of experience

Trusted by 9,500+ global brands and organizations

WorkTime GLBA exemption statement

WorkTime GLBA compliant employee monitoring

WorkTime GLBA exemption statement

WorkTime does not process, store, or transmit any Non-Public Personal Information (NPI) as defined under the Gramm-Leach-Bliley Act (GLBA).

WorkTime does not process, store, or transmit any Non-Public Personal Information (NPI) as defined under the Gramm-Leach-Bliley Act (GLBA). As a result, WorkTime is not subject to GLBA regulations.
WorkTime software is designed exclusively for employee productivity monitoring and does not access, collect, or interfere with customer financial data or banking records.

WorkTime is GLBA-exempt because:
✔ It does not collect or store NPI in any form.
✔ It does not access financial transaction systems or customer-related data.
✔ It does not require a GLBA-specific service provider agreement, as it does not handle protected financial information.
✔ It focuses solely on employee productivity metrics, without monitoring sensitive financial information.

GLBA PDF

GLBA-safe mode

GLBA-safe mode to eliminate any risk of indirectly collecting Non-Public Personal Information (NPI)

Even though WorkTime is GLBA-exempt, it offers a GLBA-safe mode (included in the Enterprise plan) to eliminate any risk of indirectly collecting Non-Public Personal Information (NPI), such as from: Website URLs, Window titles in apps or browsers. When GLBA-safe mode is enabled: sensitive data exposure risks are minimized; optional data, like window titles and full URLs, are disabled.

Who we serve

Who benefits from WorkTime’s GLBA-safe monitoring

WorkTime is designed for a wide range of financial service providers, including banks, credit unions, insurance companies, mortgage lenders, brokerage firms, and investment companies. It helps these organizations stay GLBA-compliant while improving team performance and protecting sensitive customer data.

Who we serve

WorkTime GLBA employee monitoring

Success story from a financial organization

WorkTime monitoring software for the financial sector.
Industry

Financial

Employees

200

Employee performance improved easily!

Since implementing WorkTime, employee performance has risen steadily each month. Employees can now self-manage and take greater responsibility for their own productivity.

Read more
Flawless improvement!

Instant, steady!

WorkTime

WorkTime is non-invasive

WorkTime is a non-invasive employee monitoring solution for financial organizations. It records only the KPIs necessary for assessing employee productivity and does not capture content, screenshots, or keystrokes.

WorkTime Green employee monitoring is the only non-invasive monitoring on the market. What is recorded?

HIPAA compatible

GLBAcompatible

GDPR compatible

Try WorkTime 14 days free

WorkTime trial is all inclusive:
all features, unlimited employees.
No credit card required.

Basic

$6.99

/ employee / month billed monthly

Premium

$8.99

/ employee / month billed monthly

Enterprise

$10.99

/ employee / month billed monthly

Compare plans

WorkTime is feature-rich

WorkTime offers more than 70 comprehensive reports

Attendance, active time, productivity, in-office/remote, progress and more!

WorkTime remote and in-office report.
WorkTime goals progress report.
WorkTime top online meetings report.
WorkTime employee off-work report.
WorkTime: Monitoring for finance employees.

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Key benefits of employee monitoring for financial organizations

Secure time tracking for financial data

Transparent employee monitoring for financial organizations is a secure tracking method designed to ensure compliance with cybersecurity regulations specific to the finance industry. The focus is on productivity metrics, so WorkTime does not capture sensitive information. This approach helps keep your financial data safe and secure. Our software does not record any confidential information, including:
  • Keystroke content;
  • Screenshots;
  • Video or sound from computer cameras and microphones;
  • Documents, chats, email content;
  • Passwords or webforms content.
Meet security standards with transparent monitoring that considers the cybersecurity pain points of financial institutions. With WorkTime’s non-invasive approach, you can stay confident in the security of confidential client data.

Effective workforce management for financial services

Employee monitoring for financial organizations enhances the effectiveness of workforce management. With monitoring tools for financial organizations, managers gain a deeper understanding of the productivity patterns of the finance team. Our comprehensive reports are useful for analyzing employees’ peak hours, strengths, and areas needing improvement. Enhance resource planning with data-driven strategies in your financial organization, promoting efficiency and accountability inside the finance team. WorkTime also provides real-time reports, showing the current status of the team. You can get information about who is most/least active and productive right now and proactively address performance issues. What’s more, our employee monitoring for financial organizations supports open communication, making it easy to share reports for smooth collaboration.

Improved productivity and performance

Elevate productivity levels in the financial organization with our non-invasive employee monitoring for financial organizations. With in-depth productivity metrics and analytics, managers get a clear view of their finance team's work habits. Detailed reports help identify what factors affect employee performance. For instance, low attendance and excessive absenteeism may harm team operations. It may result in a quality decline of financial services because workers are overloaded with urgent tasks. WorkTime boosts productivity in teams of different sizes, both in-office and remote. One of our clients from the financial industry shared a successful experience of implementing WorkTime to monitor work-from-home employees. As a result, remote workers improved their productivity and self-management.

Must-have features for the financial industry

Boost productivity in the financial organization effectively with WorkTime non-invasive features:
  • Automated time-tracking tools for financial services. WorkTime provides automated and accurate timesheets;
  • Scheduled reports. Receive automated emails to stay informed of the team’s performance;
  • Attendance monitoring. Monitor employee attendance in financial organizations with our comprehensive reports;
  • Active/idle tracking. Monitor employee active time in your financial team;
  • Real-time reports. What’s going on in the company right now? Get the current performance metrics overview at a glance;
  • App/web tracking. Evaluate internet usage productivity effortlessly;
  • Alerts. Customize alerts and get instant notifications when someone is late, idle, or unproductive;
  • Computer usage reports. Monitor applications and document productivity in a non-invasive manner;
  • Remote employee monitoring. Stay confident in the high productivity of your work-from-home employees.

FAQ

Why should financial institutions use employee monitoring software?

Employee monitoring for financial organizations is essential for enhancing productivity, optimizing workflows, and streamlining management practices. Tracking key metrics provides valuable insights into team performance. Thus, the manager can effectively identify areas that can improve the quality of financial services. Monitoring tools can reveal workflow issues, making it easy to boost resource allocation and task completion. This data-driven approach helps management make informed decisions, fostering a more productive and efficient work environment.

Is it legal to use employee monitoring software at financial institutions?

Yes, it is legal for a financial organization to use employee monitoring software, including tools to monitor employee attendance in financial organizations. Still, the employer should follow employee monitoring laws and regulations, like GDPR or HIPAA. Implementing a non-invasive solution is safe and fully compliant with regulations. WorkTime green employee monitoring is transparent and respects privacy, focusing only on productivity metrics rather than capturing any sensitive financial data.

Is there free employee monitoring software for financial services?

Yes, free employee monitoring software options for financial organizations are available. Still, they often come with limitations in features and support. Using specialized software for the finance teams has more benefits, as it streamlines workflows, tracks productivity, and ensures data compliance. Investing in software tailored to financial organizations offers better reporting and tools for managing team performance effectively. We offer a free trial period to experience the advantages of non-invasive employee monitoring. Try our employee monitoring for financial organizations free for 14 days right now!

How does employee monitoring software for banks and financial institutions support compliance?

WorkTime tracks productivity metrics and monitors attendance without capturing sensitive data, thus safeguarding both privacy and security. This transparency helps banks and financial institutions maintain compliance with regulatory standards by providing accurate records without intrusive surveillance. With WorkTime, organizations can meet industry standards effectively, supporting secure and compliant operations. Enhancing employees' KPIs and the quality of financial services highlights the importance of employee monitoring software for financial institutes.

How to choose the best time tracking tools for financial advisors?

Here are the main factors to consider while choosing the best time-tracking tools for financial advisors:
  • Detailed reporting features that offer comprehensive reports;
  • Compliance with financial data protection standards that guarantee data security for financial institutions;
  • User-friendly interface, minimizing time spent on setup and daily use;
  • A non-invasive approach to monitoring that respects employee privacy.
WorkTime corresponds to all these requirements. Our 25-year experience in the field and grateful customer testimonials are the best proof. Read more about how our clients succeed with WorkTime.