HR software for financial services built on control and traceability
Alobri HCM is HR software for financial services that brings digital employee files, required training, commissions, performance and integrity assessments together for headquarters, branch networks and financial sales teams.
- No servers or installs
- Monthly or annual billing
- Spanish, English and Portuguese
Recommended for you: · see package
Financial services and insuranceAlobri PeopleWhat workforce challenges do banks, lenders and insurers face?
Training you must be able to prove
Financial institutions often require internal or regulatory courses on products, fraud prevention and data protection. When certificates are scattered, proving who completed them takes too long.
Careful selection for sensitive roles
Tellers, account executives and collections staff handle cash and customer data. HR teams need a consistent selection process and organized evidence for each assessment.
Incentives and commissions that are hard to reconcile
Advisors, agents and sales executives earn variable pay. Calculating, approving and explaining each payout in spreadsheets leads to errors and constant disputes.
Branches with shifting structures
A branch network changes headcount, schedules and managers frequently. Without an up-to-date org structure, reports and approvals lose reliability.
How HR software for financial services supports your teams
Digital employee files with traceability
Keep contracts, documents and policy acknowledgments for each employee, with role-based permissions and audit trails. You know who viewed or changed each defined record.
See solution →Honesty and integrity assessments
Add integrity tests to the selection process for roles that handle cash or data. Results inform the decision and always go through human review.
See solution →Required training with evidence
Assign courses by role, record scores and certificates and get alerts for overdue items. You have a report ready when internal audit asks for progress by department.
See solution →Commissions, incentives and salary bands
Turn sales rules into reviewable calculations with approval routes. Manage salary bands and reviews with a budget and documented criteria.
See solution →Performance and goals by team
Connect sales and service goals with regular reviews, feedback and cross-team calibration. Leaders follow up using common criteria.
See solution →Which departments in a financial institution use Alobri?
HR and talent
Manage employee files, selection, performance and development plans in one workflow.
Compliance and internal audit
Review training evidence, policy acknowledgments and audit trails with read-only access.
Sales and branch leadership
Track goals, incentives and staffing coverage for each branch or region.
Data governance and evidence for financial services
Roles and segregation of duties, audit trails and retention policies help you define who can see which workforce data. Security and privacy scope is agreed in the contract and documented during implementation.
Payroll runs with local rules in each country, such as CFDI 4.0 payroll receipts in Mexico. Obligations set by your financial regulator should be validated with your compliance team; Alobri helps you organize the evidence.
Available in 18 countries across the Americas
Configure rules, currency and language per country. See what applies in yours:
Clear per-employee pricing
Time
Facial and mobile attendance
Monthly minimum: USD 40.31 · One-time setup: USD 149
- Web kiosk with facial recognition
- App with geofence validation
- Clock records and attendance report
- 5 psychometric tests a month
Time + Pre-payroll
Attendance and time closing
Monthly minimum: USD 68.11 · One-time setup: USD 149
- Everything in Time
- Exceptions, hours and approvals
- Export to your payroll
- 10 psychometric tests a month
People
Employee records and lifecycle
Monthly minimum: USD 95.91 · One-time setup: USD 350
- Core HR and digital records
- Onboarding and offboarding
- Employment contracts
- Org chart and self-service
- 15 psychometric tests a month
HCM Operations
People, time and payroll
Monthly minimum: USD 166.80 · One-time setup: USD 750
- Everything in People
- Facial and geofenced attendance
- Pre-payroll and exceptions
- Local payroll · up to 4 runs/month
- 25 psychometric tests and 1 battery a month
HCM Complete
Operations and talent acquisition
Monthly minimum: USD 222.40 · One-time setup: USD 1,250
- Everything in HCM Operations
- Recruiting ATS
- Careers and job portal
- Extended People Analytics
- 50 psychometric tests and 5 batteries a month
Prices in USD, excluding VAT and local taxes. You pay the higher of the per-employee rate or the package minimum. Every plan includes psychometric tests; extra tests cost USD 1.20.
Frequently asked questions
How much does Alobri cost for a bank or insurer?
People costs USD 3.82 per active employee per month, with a USD 95.91 minimum, and includes employee files, contracts, org chart and self-service. HCM Integral costs USD 11.12 and adds ATS, career site and expanded People Analytics. Prices exclude taxes, and annual billing includes a 10% discount.
How is access to workforce data controlled?
You define roles and permissions by department, branch or data type, and review audit trails for defined events. With the enterprise governance and security module you can extend access policies, segregation of duties and data retention according to what is agreed in your contract.
Does Alobri integrate with SAP or Workday?
Yes. Alobri integrates with SAP HCM through BAPI, IDoc or flat files, and with SAP SuccessFactors, Workday, ADP and other platforms through APIs and webhooks. You can also send data to Power BI. Each integration is scoped with a technical assessment and reconciliation tests.
Can I calculate commissions for advisors and agents?
Yes. The commissions and incentives module turns your sales rules into formulas with targets, approvals and reviewable results. Approved amounts can feed payroll, so every payout is backed by data and each advisor can see how it was calculated.
Does it work if I operate in several countries?
Yes. Alobri HCM operates in 18 countries across the Americas in Spanish, English and Portuguese. You can manage entities, currencies and local payroll rules in one suite and consolidate metrics for regional leadership using shared definitions.
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Alobri People
Alobri People keeps every employee's data, documents, contracts and requests in one digital file, with role-based access and self-service so HR stops hunting for paperwork.
See solution →Alobri Integrity
Assess attitudes toward rules, honesty, and stewardship of company resources for sensitive roles, with candidate consent, confidential reports, and every decision left to your team.
See solution →Alobri Learning
Publish courses, assign paths by role, run assessments, and track certificates and expirations from the same HR suite that holds every employee's record.
See solution →Bring traceability to every workforce process
Book a Google Meet demo and review with a consultant how Alobri HCM fits your bank, lender or insurance company.