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Financial ServicesWorkday
Workday Integration for Financial Services
Streamline financial services HR and compliance with Workday integration for licensing and registration.
Integration Use Cases
1
Automate FINRA registration workflows
2
Track state licensing across jurisdictions
3
Manage continuing education requirements
4
Coordinate annual compliance attestations
5
Sync compensation data for producer reports
Key Benefits
Faster representative onboarding
Automated licensing compliance
CE tracking and reminders
Streamlined attestation management
Accurate producer compensation
Integration Features
1
FINRA registration integration
2
Multi-state licensing sync
3
CE tracking automation
4
Attestation workflow
5
Compensation management