Case Study: Wealth Management Company achieves compliant hybrid workforce growth with FlentisPRO by Flentis Corporation

Ten Steps up With one VMS Platform Recruiting Hybrid Workforce For Unifying Business Goals

Wealth Management Company, a 2,500+ employee financial services firm in North America, struggled to manage hiring across acquired businesses, hybrid work, and sensitive compliance requirements. The company was losing a significant portion of HR spend on recruiting, lacked visibility into remote worker risk, and needed a better way to balance permanent and temporary roles. Flentis Corporation’s FlentisPRO vendor management system was brought in to help centralize these processes.

Flentis Corporation implemented a highly customized FlentisPRO platform with multi-level approval controls, document and credential management, off-boarding workflows, LMS integration, and ERP/payroll tools. The solution helped the Wealth Management Company improve spend visibility, automate compliance tracking, and streamline hiring and training across business units. As a result, the company added 279 employees in the first few months, moved closer to its 4:5 perm-to-temp ratio, and achieved 110% of annual growth targets while reducing vendor-related compliance risk.