AT&T Workforce Manager for Finance


Efficiency and security are a necessary tandem in the financial world. Using AT&T Workforce Manager Shield, you can manage business more effectively, improve staff productivity and accessibility, and enhance your firm’s reputation amongst its clients through strengthened data security.

Improve management strategies

With a suite of digital tools for fleet, asset, and workforce management, AT&T Workforce Manager Shield is a powerful solution for financial companies. Communicate with mobile employees on the fly, monitor resource locations in near real-time, and view reports on operational inefficiencies to create better business plans.

Help safeguard financial data

Sensitive information intended only to be seen by advisors and clients must be kept highly secure. AT&T Workforce Manager Shield’s backing of Advanced Threat Protection (ATP) for Microsoft Azure helps to repel cyberattacks before they might occur.

Save time with API integration*

Securely access the API-hosted data your company is in charge of and seamlessly integrate it with a number of systems you already use. Consolidating information allows it to be ready when you need it, giving your advisors back additional time to assist clients.

*requires Premium tier subscription


See GPS-stamped positions of security trucks in near real-time to help prevent vehicle theft. Monitor company-owned fleet cars in the field around the clock for fuel efficiency, aggressive driving behaviors, and route adherence.


Pieces of equipment your company is in charge of can be left in the field and tracked for improved safety, availability, and transparency.

Shield and Azure

AT&T Workforce Manager Shield has a data retention policy of seven years on the Azure platform, providing your organization with an additional backup for its stored information.

Clock in away from the office with


Take your operations mobile with Timekeeping on AT&T Workforce Manager Shield. Your company’s remote staff can register time punches from a mobile device, allowing them to drive to more client meetings per day.

  • Reduce unnecessary trips to the office.
  • Integrate timesheet data with your payroll system.
  • Increase time card accuracy.

AT&T Workforce Manager Shield

This version of AT&T Workforce Manager has many of the solution’s standard features, but with additional security measures in place to help you collect, analyze, and relay sensitive information on a more safeguarded platform.

Gain insight with

GPS Tracking

Track vehicles, and assets around the clock, and your mobile employees during working hours. See compiled location reports of your company’s most relevant aspects to help ensure security and accountability.

  • Monitor company staff, equipment, and vehicles in near real-time.
  • Improve decision-making with time and location stamps.
  • Choose the most efficient routes for employees to take when reaching clients.

Adjust tasks with

Job Dispatching

Change assignments nearly instantly by sending electronic notifications to your staff. As employees that are specialized in certain areas become available, you can efficiently switch them to new projects to help sustain productivity.

  • • Enhance the versatility of your workforce.
  • • Easily reroute mobile staff.
  • • Keep the right people working on certain tasks.

AT&T Enhanced Push-to-Talk integration

AT&T Workforce Manager Shield makes it even easier for you to coordinate mobile employees with Enhanced Push-to-Talk (EPTT). Speak with multiple team members at once via desktop-to-handset integration to save time and improve clarity.

Process financial data with

Wireless Forms

Customize highly secure digital documents to your company’s needs with Wireless Forms on AT&T Workforce Manager Shield. In addition to helping reduce unnecessary costs, this feature can speed up information reception and provide an extra layer of safety over client data.

  • • Use Calculation Fields to help enhance punctuality.
  • • Signature Capture allows clients to verify services were delivered.
  • • Send data from the field back to the office in a highly secure environment.

Connect confidentially with

Intra-Company Messaging

Communicate on a highly secure platform with one or many employees at any given time. Desktop-to-handset integration expands the ways that you’re able to relay new information to your firm’s employees.

  • • Review past conversations, if necessary.
  • • Help safeguard sensitive information.
  • • Strengthen your team’s communication channels.

Stay up to date with


Know what’s happening with your workforce in near real-time. Customize your Alerts feature to receive nearly instant digital notifications any time certain events occur regarding operations. Relevant alert types include:

  • • Vehicle/employee movements
  • • Unauthorized entries/exits of custom-set GPS boundaries
  • • Tracking device tampering
  • • Work vehicle ignition on/off
  • • Low power for tracking devices
  • • Work vehicles idling for too long

Use Cases

Tax Services

AT&T Workforce Manager Shield’s ability to help keep sensitive financial data highly secure was a key requirement for a tax service company. The company was able to use the solution to have greater protection over their clients’ financial information, reduce data breach threats, and increase operational efficiency.

Investment Centers and Banking

A money management firm was able to use AT&T Workforce Manager Shield to track their mobile representatives during working hours, helping ensure they were making the right stops at corporate offices in the field for sales pitches and retirement plan presentations. In addition to helping keep accountability and productivity optimized, the solution also worked as a powerful way for the company to help safeguard their clients’ data.

Currency Transport

Needing a way to effectively track their valuable trucks at all times, a security firm used AT&T Workforce Manager Shield to monitor the near real-time positions of their vehicles at all times, especially when transporting large sums of cash. Being able to pinpoint asset and truck locations around the clock helped them enhance their company’s reputation amongst customers and keep their business’s property more secure.

AT&T Workforce Manager

the end-to-end solution for fleet and mobile business coordination.

Find out more about our application’s potential in the financial industry here.

Keep in touch!




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General: AT&T Workforce Manager Solution is available only to Customers with a qualified AT&T business or government agreement ("Enterprise Agreement") and a Foundation Account Number ("FAN"). It may not be available for purchase in all sales channels or in all areas. The Solution is available for use with multiple network service providers. Only Customer Responsibility Users (“CRUs”) are eligible to use the Solution. For CRUs subscribed to an AT&T wireless service, activation of an eligible AT&T data plan on a compatible device is required. Measured usage incurred in connection with the Solution will be charged as specified in the associated data plan. For use of the Solution with devices subscribed to non-AT&T wireless providers, Customer is responsible for ensuring that Customer, its applicable end users and the Solution complies with all applicable terms of service of such other wireless carrier(s). All associated voice, messaging and data usage will be subject to the applicable rates and terms of such other wireless carrier(s). Refer to applicable wireless carrier(s) for such rates, terms and conditions. A compatible device and qualified data plan is required.

Technical requirements - Additional hardware, software, services and/or network connection may be required. Additional fees, charges, taxes and other restrictions may apply. The Solution's functionality is limited to certain mobile devices and operating systems. The Solution is compatible with devices on iOS version 6 or higher and Android devices on version 3.0 or higher. A minimum 1GB Wireless Data Plan is recommended for each device. The Solution is compatible with Internet Explorer version 8 or higher, Firefox, Chrome and Safari. Not all features are available on all devices.

Coverage - Coverage is not available in all areas. AT&T wireless coverage maps are available at Wireless service is subject to transmission limitations and terrain, system, capacity and other limitations. Availability, security, speed, timeliness, accuracy and reliability of service are not guaranteed by AT&T. When outside coverage area, access will be limited to information and applications previously downloaded to or resident on a subscribed device.

Reservations and restrictions - AT&T reserves the right to (i) modify or discontinue the Solution in whole or in part and/or (ii) terminate the Solution at any time without cause. The Solution is subject to the terms and conditions of the applicable Enterprise Agreement, between AT&T and Customer and the End User License Agreement (EULA) found at, which is solely between Customer and Actsoft, Inc. As between AT&T and Customer, the Solution is offered on an “AS IS” basis. The EULA must be accepted at the time the Customer application is downloaded or before its first use. If Customer does not accept the terms of the EULA, Customer must not use the Solution. Customer must accept the EULA as the party liable for each CRU, and agrees that the CRU will comply with the obligations under the EULA, including but not limited to the limitations of use in certain countries. Customer is responsible for providing each CRU of an enabled mobile device with a copy of the EULA. The Customer and the CRU are individually and jointly liable under the EULA. AT&T reserves the right to conduct work at a remote location or use, in AT&T's sole discretion, employees, contractors or suppliers located outside the United States to perform work in connection with or in support of the Solution. Other restrictions may apply.

Customer may cancel the Solution at any time. Offer subject to change. Customer's sole and exclusive remedy for any damages, losses, claims, costs and expenses arising out of or relating to use of the Solution will be termination of service.

Data Privacy

Customer Personal Data may be transferred to or accessible by (i) AT&T personnel around the world; (ii) third parties who act on AT&T's or AT&T's supplier's behalf as subcontractors; and (iii) third parties (such as courts, law enforcement or regulatory authorities) where required by law. Customer will only provide or make Customer Personal Data accessible when Customer has the legal authority to do so and for which it has obtained the necessary consents from its end users, and will camouflage or securely encrypt Customer Personal Data in a manner compatible with the Solution. As used herein, the term Customer Personal Data includes, without limitation, name, phone number, email address, wireless location information or any other information that identifies or could reasonably be used to identify Customer or its end users. Customer is responsible for providing end users with clear notice of AT&T's and Customer's collection and use of Customer Personal Data obtained via the Solution and for obtaining appropriate end user consent to that collection and use. Customer may satisfy its notification requirements as to AT&T by advising end users in writing that AT&T and its suppliers may collect and use Customer Personal Data by providing for end user review the relevant links to the Product Brief or other sales information that describes the Solution and to AT&T's Privacy Policy at http://www.att.comn/gen/privacy-policy?pid=2506.

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