Financial Institutions need to produce org charts on an ongoing basis. Having accurate and professional org charts available is important for decision-making and compliance with regulatory requirements – but spending hours manually creating and updating org charts each week is both time-consuming and difficult. Organizational chart software seamlessly automates the process, making building and maintaining org charts a breeze.
Whether you are employed by a bank, credit union, investment company, financial services company, brokerage or a savings and loan, OrgChart can save you time and give you the professional quality results that you need. With OrgChart, Financial Institutions now have an efficient way to automate the generation of org charts, saving them countless hours so that they can focus on other important initiatives and easily satisfy ongoing regulatory and compliance needs.
Find out why OrgChart is the preferred solution for the financial sector.
Learn more todayOrgChart is an Enterprise-class solution that scales to meet the needs of the financial sector.
Export to PDF, Microsoft Office including PPT, and other formats, including dynamic navigation within PDF and PPT documents.
Keeps charts up to date without manual effort. Just click to synchronize your chart with your HR system.
Have full control over every aspect of your org chart – from colors, fonts, and the fields displayed in each box – to calculations and even the placement of your logo.
Generate org charts directly from your HR system, making manual data entry a thing of the past—no more fighting with diagramming tools like PowerPoint and Visio.
Formatting automatically updates as employees are added, moved, or have other attributes changed.
Need to edit a chart before publishing. No problem. Easily remove, move, update, or delete boxes.
With OrgChart, you have full control over who sees what. Control access to functionality, charts, and data using role-based security.
Historical charts for regulatory, compliance, or legal requirements are just a few clicks away.
In addition to help guides and documentation, OrgChart’s client service team is the best in the industry, offering one-on-one support when you need it.
OrgChart is dedicated to keeping your data private, safe, and secure. All US-based government clients are hosted on Amazon Web Services (AWS) GovCloud, with security designed to specifically address the regulatory and compliance requirements of government agencies.
SOC 2 Type II
GDPR
CCPA
CCPA
SIG
SOC 2 Type II
GDPR
CCPA
CCPA
SIG
