Global mobility for Banking & Insurance

Operate worldwide. Protected by WorkFlex.

When your teams cross borders for client visits, secondments, or workations, WorkFlex runs every compliance step automatically, even in this highly regulated sector. Backed by 150+ in-house experts and up to €5M liability coverage.

Modern financial district skyline

Trusted by 5,000+ HR & Global Mobility managers • Industry-leading NPS of 80+

N26SolarisR+VBörse StuttgartSparkasseErsteLemonwayMicobo
Why banking & finance teams can’t afford compliance gaps

Your bankers cross borders every week. Regulators expect every step documented.

Client visits, secondments and workations across entities - in a sector where a single missing A1 or unlogged posting is a finding waiting for the next audit.

Relationship manager

"I’m at the client in Zurich on Thursday"

Even a one-day client visit abroad needs a valid A1 before departure - by law, not after the fact.
Global Mobility

"How many bankers are abroad right now?"

With no central view across entities, you can’t answer - or evidence it to a regulator.
Compliance officer

"Can we prove every posting was filed?"

In a regulated sector, audit-proof documentation isn’t optional - gaps become findings.
Subsidiary / entity

"Every entity handles mobility its own way"

Decentralised processes across banks and branches don’t scale - and leave exposure no one owns.
Travel deskURGENT

"Trip’s booked - did anyone file compliance?"

Booking and compliance live in separate systems, so filings get forgotten - until they’re needed.
Audit / regulatorURGENT

"Show us the records for the last two years"

When the regulator asks, manual tracking and scattered files don’t hold up - and the fines land on you.
PantheonWhy banking & finance companies use WorkFlex
WorkFlex has a relatively low cost for the kind of impact it can have. It has been really impactful at Pantheon.
James Conradi
Head of HR, EMEA & APAC, Pantheon Ventures
Private marketsGlobal investor
United KingdomHeadquarters
US & AsiaGlobal presence
How WorkFlex supports you

Full visibility - with no touch from your team.

01 · Track

Every trip - one dashboard

Business travel, assignments and work from anywhere in one view - who's abroad, what's filed, what's missing. Synced from your travel booking, with day thresholds tracked and expiry alerts for every A1.

Mobility overview
12 abroad now
SM
Sofia Marin
🇩🇪 🇪🇸
A1 filed
LE
Lars Ekström
🇩🇪 🇫🇷
A1 filed
MR
Mara Rossi
🇩🇪 🇦🇹
Expires in 3d
JW
Jonas Weber
🇩🇪 🇺🇸
Visa filed
PN
Priya Nair
🇩🇪 🇦🇪
Visa filed
Every trip tracked · alerts before thresholds hit
02 · Assess

Every rule, every reason - checked

Business trip, secondment or work from anywhere - WorkFlex checks every requirement per country, then turns it into a clear list of actions to complete.

SM
Sofia Marin
Area manager · assignment
🇩🇪 🇪🇸
Actions required
Compliance summary
Comments
Your actions·1 of 3 done
Confirm assignment dates & location
Fill out travel calendar
You, employee or manager can do this
Accept insurance cover
Every requirement becomes a clear action
03 · Document

Documents automatically done

We don't just flag what's missing - we also do the documents. A1s, posted-worker notification, work permits and more documents, generated and stored automatically across every entity. Ready for your next audit or border control.

TW
Thomas Wagner
Fleet operations
🇩🇪 🇦🇹
Trip documents
Download all
ZKO3.pdf
A1 Certificate.pdf
Work contract.pdf
Timesheet.pdf
Health & Safety training.pdf
Audit-proof · filed with no touch from your team
Covered worldwide

24/7 SOS & audit coverage - worldwide

Our in-house lawyers deal directly with authorities for inspections and audits. When a crisis hits or an employee needs help abroad, WorkFlex SOS support is there 24/7 - wherever your people are.

  • Up to €5M liability cover - insurance-backed
  • In-house lawyers for every audit and inspection
  • SOS response in under 8 minutes, day or night
Book a demo
BulgariaSOS
Live · 24/7 SOS
SOS alertBulgaria · 02:14 CET
Site accident in Bulgaria
Worker in hospital · medevac arranged
JR

Handled by Dr. Jörg Reichel · Medical

Resolved
150+
In-house experts
1,200+
Audits handled
8 min
Avg. response
The people behind the platform

Our software does the heavy lifting.
Our in‑house experts own the outcome.

Pieter Manden
TaxPieter Mandenex-PwC · Dutch tax lawyer · 16+ yrs
Dorothee Schweigard
LegalDorothee Schweigardex-EY / Audi · Certified lawyer · 25+ yrs
Frank Jura
ImmigrationFrank Juraex-EY / CIBT · LLM MBA · 20+ yrs
+145 more
More than software

WorkFlex ensures legal compliance for every trip, backed by €5M liability cover.

For banks and insurers, a compliance failure isn't just expensive, it can threaten your regulatory authorisation. WorkFlex adds what software can't: in-house legal experts, up to €5M liability cover, and real people on call behind every trip.

How WorkFlex compares with other options
CapabilityCompliance softwareBig 4 & law firmsIn-house team
Worldwide per-country requirement clarity
Assess and outsource what's needed and what to carry, for projects in every country.
All scenarios, one system
One-time trips, business travel, projects, rotational or permanent transfers - all covered.
Workflow & document automation
Audit-proof documentation, approvals, dashboards and proactive expiry alerts - so nothing slips through the cracks.
150+ in-house experts
Ready for your next inspection, audit or accident.
24/7 support
Real humans on the phone, any hour - real protection for your employees as well as your business.
Up to €5M liability cover
Insurance-backed cover, protecting your business further.
HRIS/payroll integrations
Less admin thanks to automatic info and doc sync.

Ready to send your teams worldwide?

See in a 20-minute demo how WorkFlex keeps every cross-border move for your banking and insurance teams fully compliant. From business travel to long-term assignments.

Book your demo