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5 reasons why
ecoPortal is the Top Safety Platform for the Banking Sector
Bank on Engagement: Profit from More than Compliance
In high-trust industries like banking, safety and wellbeing aren’t just checkboxes — they’re brand-critical. ecoPortal replaces outdated, disconnected systems with an intuitive, engaging platform that empowers your people to identify, report and manage risk in real time. From branches to corporate offices and call centres, everyone is connected.
Whether it’s psychosocial wellbeing, ergonomic assessments, or security incidents, give your workforce the confidence and tools to proactively shape a safer, healthier work environment.

Safety Systems for Financial Services
In banking, insight is everything. ecoPortal consolidates your safety data across locations and departments into a single source of truth, giving you real-time visibility and decision-making power.
Our powerful analytics and dashboards reveal the patterns that matter — from rising stress levels to hazard hotspots — helping you act before risks escalate.
With advanced reporting tools, you’ll meet board expectations, satisfy regulators, and build lasting organisational resilience.
Plus, with emerging AI capabilities, you can generate faster insights from captured information - helping you respond smarter and sooner.

Invested in Safety, from Sign-In to Sign-Off
In financial services, managing risk isn’t just about numbers - it’s about people. With ecoPortal, you can protect your workforce and reduce your exposure through end-to-end contractor and visitor management. From prequalification and digital inductions to sign-in, permits to work, and real-time monitoring, our platform ensures everyone on site is safe, compliant, and accounted for.
But safety doesn’t stop at the front door. ecoPortal’s configurable workflows help you manage the full spectrum of banking-specific risks - from office ergonomics and mental health to workplace violence and branch security. With traceability, audit trails, ISO-aligned frameworks, and smart notifications, you’ll stay ready for regulators while building a culture of safety that’s backed by data and built to last.

Built for Trust
As a security-conscious industry, data privacy isn’t negotiable. ecoPortal is ISO 27001 certified and designed for organisations handling sensitive information.
Our secure architecture, role-based access controls, and audit-ready documentation give your compliance, HR, risk and safety teams peace of mind.
Protect your people and your reputation — without sacrificing usability or speed.
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Global Reach. Local Relevance.
ecoPortal is a leading privately owned HSE engagement platform globally. We bring best-in-class HSE innovation with an implementation approach tailored to your specific operations, regions and regulatory frameworks.
Our success in banking is driven by collaboration with safety leaders who want more than “tick-box” systems - they want real change, powered by real engagement.

ecoPortal's Health and Safety Software
Implementation process
Step 1: Finalise Requirements
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.
Step 3: User Testing
Step 4: Prepare for Go Live
Step 5: Go Live
Step 6: Transition to BAU (Business as Usual)
Banking Institutions We Help Protect
One of the
big four
With approximately
5300 employees
150 branches
600 ATMs
Nationwide


A bank that supports the country
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.
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.
Reporting & Analytics
Bring your data to life with insightful reports and real-time analytics and make informed decisions with confidence!
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.
Policies & Procedures
Craft, share, and maintain your policies with version control so your team has the latest safety information at hand.
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.
Meetings
Keep your meetings organised and efficient—track attendance, assign actions, and document discussions like a pro.
Hazardous Substances
Effectively manage hazardous substances with data sheets, review dates, and actions for safety and compliance.
PPE
Track PPE allocation and set timely reminders for inspections to keep your team protected when it's needed.
Enterprise Risk
Empower your teams to identify, assess and control corporate risks using an ISO 31000 risk management approach.
Visitor Management
Create a warm welcome for every visitor with a seamless check-in process—keeping them engaged with safety beyond the front desk.

Site Inductions
Craft engaging site inductions that captivate-with multi-media, questions, and pass marks to ensure understanding.
Banking Health & Safety Software FAQs
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.
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.
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.
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.
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“Our traditional way of looking at risks doesn't give us the appropriate detail or level of granularity to ensure we're meeting our obligations. With ecoPortal, I know I'm getting that which enables me to have a better conversation with both our executive team and our board."