Banker with customers

Financial Services

Helping financial services organizations onboard and retain a muti-talented, multi-skilled workforce

In recent years, the financial services industry has experienced seismic shifts and uncertainty, resulting in new regulations, reform and more. Those changes apply across the board, whether in banking, brokerage, commercial real estate, credit card companies, credit unions, hedge funds, insurance, mutual funds or securities.

Then there’s the generational change, including a “graying” of the industry and entry of the Millennials. Firms must adapt their products for this high tech generation and prepare their workforce. Meeting these needs requires fresh approaches, taking advantage of the latest HR technology and new best practices.

Welcoming a new colleague Employee retention

Hold On to New Hires

For companies facing dramatic change, it’s especially important to have a formal plan to welcome and onboard a new hire. A plan dramatically increases time-to-productivity as well as reduces the risk of quick quits.

Learn how Accenture improved their onboarding experience.

Accenture Case Study

Learning That Improves Service

Fresh approaches hold the spotlight in today’s training programs, including blended learning and social media. By using new techniques and the latest software, your organization will increase service levels and avert risk. A learning system also simplifies compliance reporting.

Learn how BenefitMall used learning to create a competitive edge.

New Approaches to Performance Management

By shifting the focus to the employee experience, you can bring a new energy into performance management.

Learn how Avid Solutions created a culture of conversation.

Avid Case Study

Best Practices for Millennials

Millennials are shaking up the workplace. Whether employees or managers, they communicate differently, want to level corporate ladders, and bring a fresh approach to work.

Download the 5 Secrets to Retaining Millennials to learn more.

Millennials eBook