5 reasons why

ecoPortal is the Top Safety Platform for the Banking Sector

ecoPortal's Health and Safety Software

Implementation process

We follow a proven six-step implementation process to deliver ecoPortal smoothly and successfully. Whether you've chosen our standard solutions or something more tailored, our experienced customer services team will guide you through every step with care.
Finalise Requirements

Step 1: Finalise Requirements

Through meetings and workshops, we collaborate with you to finalise your ecoPortal solution and set up requirements.
Configuration

Step 2: Configuration

We configure the platform to reflect your specific safety workflows, structure, and reporting needs, including all required modules and integrations for a seamless experience.

User Testing

Step 3: User Testing

Selected staff get hands-on with the system in a controlled environment, allowing us to collect feedback, resolve any issues, and fine-tune the setup.
Pre Go Live

Step 4: Prepare for Go Live

Final checks, staff training, and data migration are completed to ensure the system is ready for a smooth and confident launch.
Go Live

Step 5: Go Live

Your ecoPortal solution is launched across the wider organisation, with real-time support to drive adoption from the get-go.
Transition

Step 6: Transition to BAU (Business as Usual)

You receive continued support on your Health and Safety journey with ongoing optimisation, insights, and guidance to drive continuous improvement.

Banking Institutions We Help Protect

Our Modules That Help Banking Teams Stay Safe and Connected

  • Incident Reporting
  • Hazards & Risks
  • Reporting & Analytics
  • Audits & Inspections
  • Policies & Procedures
  • Contractor Management
  • Meetings
  • Hazardous Substances
  • PPE
  • Enterprise Risk
  • Visitor Management
  • Site Inductions

Incident Reporting

Easily report and manage incidents, accidents, and near-misses from anywhere. With dynamic forms and configurable workflows, ecoPortal makes every step—from reporting to close-out—simple, keeping relevant people informed and engaged.

Incident Reporting-1

Hazards & Risks

Easily track hazards, assess risks, and put controls in place, all in one connected system. Keep things clear, link to incidents, and make risk management feel like second nature for your whole team.

Hazards & Risks-3

Reporting & Analytics

Bring your data to life with insightful reports and real-time analytics and make informed decisions with confidence!

Reporting & Analytics-1

Audits & Inspections

Power through audits and inspections on the go! Capture every detail, attach multimedia evidence, and assign corrective actions on the spot—no more double-handling, just clear insights and improved accuracy for a smoother process.

Audits & Inspections-1

Policies & Procedures

Craft, share, and maintain your policies with version control so your team has the latest safety information at hand.

Policies & Procedures

Contractor Management

Lighten your load with seamless contractor safety management! Let contractors handle their own administration, while you enjoy full oversight of your engagement—from prequalification to post-contract reviews—for complete peace of mind.

Contractor Management-Jul-28-2025-01-14-07-7643-AM

Meetings

Keep your meetings organised and efficient—track attendance, assign actions, and document discussions like a pro.

Meetings-2

Hazardous Substances

Effectively manage hazardous substances with data sheets, review dates, and actions for safety and compliance.

Hazardous Substances (2)

PPE

Track PPE allocation and set timely reminders for inspections to keep your team protected when it's needed.

PPE

Enterprise Risk

Empower your teams to identify, assess and control corporate risks using an ISO 31000 risk management approach.

Enterprise Risk

Visitor Management

Create a warm welcome for every visitor with a seamless check-in process—keeping them engaged with safety beyond the front desk.

Visitor Management-1

Site Inductions

Craft engaging site inductions that captivate-with multi-media, questions, and pass marks to ensure understanding.

Site inductions

Banking Health & Safety Software FAQs

What is banking Health and Safety software?

Banking health and safety software helps financial services institutions manage wellbeing, compliance, and operational risk across branches, offices, and hybrid teams. With ecoPortal, you can automate incident reports, track regulatory obligations, and proactively manage psychosocial and physical safety.

How does ecoPortal support psychosocial safety in financial services?

With modules designed for mental wellbeing, stress risk assessments, and safety conversations, ecoPortal helps teams surface psychosocial risks early. Empowering employees to speak up and managers to respond appropriately creates a healthier, more resilient workplace.

Is ecoPortal suitable for large, multi-site organisations?

Yes. Our platform supports enterprise-scale rollouts with full configurability and robust permissions structures. ecoPortal is built for banks with complex hierarchies, multiple jurisdictions, and high regulatory expectations.

Can ecoPortal integrate with our existing HR or compliance tools?

Absolutely. Our open APIs and expert integration support make it easy to connect with your HRIS, payroll, or compliance platforms — ensuring data flows where it needs to.

This might interest you...

WEBINAR RECORDING

Leadership, Influence & Impact in Health and Safety

Explore how strategic leadership can influence organisational culture, optimise risk management, and empower teams to prioritise health and safety.

CUSTOMER STORY

Vitaco: The Ingredients for a Thriving Safety Culture

Vitaco, a leading health and wellness company in Australasia, recognised the need to modernise its safety management across multiple sites and complex operations.

Video

Making A Business Case for Safety Technology

Anton Tyers, GM Safety and People, Nexus Logistics explains, "We need to invest in safety technology, as it is an investment in people, and without people you don't have a business. "

Add safety to your cart

Take the ecoPortal Engagement Challenge!