FINANCIAL SERVICES

Where Agility Meets Compliance in a Regulated Industry

For nearly 30 years, nextSource has helped financial institutions cut costs, simplify hiring, and stay audit-ready, all while navigating one of the world’s most regulated industries.

Simplify the Extended Workforce — With Strategic Solutions That Scale 

Financial institutions depend on the extended workforce to compete. But agility comes at a cost: fragmented processes, rising spend, and regulations that leave no room for error. One compliance slip can mean penalties, reputational damage, and lost market share.

nextSource simplifies complexity. With years of industry expertise, we provide a unified framework that reduces risk, controls spend, and keeps programs audit-ready, giving financial institutions the confidence to scale in a regulated world.

Visibility

Centralized oversight of extended and project-based labor

Compliance

Proper classification with audit-ready documentation

Efficiency

Automated workflows and scalable support

Cost Savings

Reduced spend through supplier optimization and rate alignment

Our Reach

+
Years of Financial Services Expertise
%
Audit Compliance Record
$M+
Workforce Spend Under Management
12-%
Documented Savings Costs

Strategic Solutions for Every Part of the Extended Workforce

MSP Training

Managed Service Provider (MSP)

Centralized workforce management for visibility, cost savings, and supplier performance.

Managed Service Provider
Employer of Record

Employer of Record (EOR)

Compliant hiring and payroll across states and countries without local entities.

Employer of Record
Statement of Work

Statement of Work (SOW)

Governance for project-based work with accountability, aligned budgets, and measurable results.

Statement of Work
Real Time Resource Tacking

Resource Tracking

Real-time data to strengthen planning, budgeting, and compliance.

Resource Tacking
Direct Sourcing

Direct Sourcing

Branded talent pools that lower costs and speed hiring.

Direct Sourcing

Driving Workforce Transformation in Financial Services

A global financial services firm struggled with rising labor costs, compliance gaps, and inconsistent processes. By partnering with nextSource to launch a tailored extended workforce program, the firm gained centralized oversight, reduced risk, achieved measurable cost savings, and enhanced workforce agility. 

Conference Room with Team

Ready to Simplify Your Extended Workforce?

Simplify your extended workforce. Reduce risk. Save costs. Protect trust.