Financial Services

Orchestrate compliant experiences across every branch with Rival, the leading HR software for financial services.

From competitive recruiting to multi-branch, audit-ready onboarding, Rival connects every stage of the employee lifecycle for banks, credit unions, and financial institutions. Rival helps you stay compliant, find and engage high-caliber talent, ramp teams faster, and build one consistent experience across every branch, call center, and HQ.

Get a Demo

Trusted by Financial Institutions for Over 20 Years

One Connected Lifecycle
Across Every Role and Location

Talent Acquisition

Win the talent war for advisors, bankers, and branch staff.

Source faster in a market defined by poaching and fierce competition — with AI-assisted search across 750M+ profiles
Nurture high performers before they even start looking with a CRM that powers personalized outreach at scale
Streamline candidate experience, scheduling, and pipeline tracking for every role, from teller to portfolio manager

Learn More

Preboarding & Onboarding

Multi-branch onboarding that's compliant from day one.

Run globalized onboarding with location-specific tax, policy, and compliance rules
Automate preboarding tasks like background checks, credit checks, licensing verification, and disclosures
Automatically coordinate forms, e-signatures, and provisioning with the best onboarding automation for finance

Learn More

Journeys & Development

Manage cross-branch transfers
without sacrificing compliance.

Customize workflows for any role, team, or use case instantly with self-service journeys
Automate critical processes like license renewals, attestations, and recurring compliance training before deadlines hit
Leverage built-in analytics to track compliance and surface risk across branches and business lines

Learn More

Offboarding & Transitions

Automate smooth, compliant exits
for greater peace of mind.

Revoke system and branch access the moment a separation is recorded
Complete compliance tasks, recover assets, and document every step for audit readiness
Protect customer data and institutional knowledge through structured exits

Learn More

Compliance & Trust

Built for the regulators you answer to.

Compliance isn’t a footnote in financial services — it’s the job. Rival keeps hiring and onboarding audit-ready for the regulatory bodies that matter.

FINRA & SEC

Licensing verification and disclosure tracking built into onboarding

SOX

Auditable, controlled workflows with full documentation trails

GLBA

Data-privacy controls applied across every employee journey

OCC, FDIC & Dodd-Frank

Consistent, defensible processes across every branch

Integrations

Rival connects with the tools finance HR organizations already use.

Rival integrates with 2,000+ systems — including Workday, Oracle HCM, and leading payroll, ATS, and LMS platforms — keeping your data connected without the heavy IT lift.

Redwood Credit Union uses Rival Recruit + Workflow to streamline hiring and create a mission-driven onboarding experience.

“With an onboarding portal that reinforces our brand, we now have an ongoing dialogue with new hires on mission, vision and values before they even step through the door.”

Will Thorn

Employee Relations Manager, Redwood Credit Union

Ready to bank on better hiring & onboarding?

Rival goes beyond traditional talent management to help financial services HR organizations find, engage, and ramp high-caliber talent fast across every branch, call center, and HQ.

Get a Demo

Get Started