+44 (0) 203 142 6511 enquiry@peopleinsight.co.uk


Financial Services

In the dynamic financial services sector, change is constant. We’ve guided clients in banking, asset management, and insurance through transformations, driving progress in their organisational cultures.

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“I have used People Insight over a number of years and two different organisations. I find the USP for People Insight is the team and the client relationships. They make you feel important and take time to understand us and what we want and need, unlike many competitors. Thanks again.”

Rob Jarvis, Global Head of HR, Sera Global (Brookfield)

Trusted by

british business bank
nest pensions
janus henderson group
brewin dolphin
crown agents bank
the nottingham
sera global
river and mercantile asset management
new day
smith and williamson

Drive purposeful transformation

Through our banking employee engagement surveys, communication strategies, and actionable resources, we empower you to engage your workforce.

Essentially, you can embark on a journey of change prior to, during, and post each survey. By identifying instances of excellence and areas requiring focus, we will aid you in expediting the necessary transformations throughout your entire company.

Attract the talent you need. Develop the talent you have.

When collaborating with a skilled and high-achieving workforce, securing the right individuals becomes crucial.

We will assist you in monitoring engagement, well-being, your progress in terms of diversity and inclusion benchmarks, and the effectiveness of change initiatives.


“The best thing about working with People Insight is how well they know our organisation, and the expertise and support they provide. It’s a consultative approach where they make insightful observations and suggestions which are relevant to where we are. We’ve built a rich programme that keeps evolving with our needs. We would be happy to recommend People Insight!”

Fiona Wallace, Head of Organisational Effectiveness – Brewin Dolphin

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“People Insight have challenged our thinking in a really constructive way; bringing fresh ideas which have helped us deliver a positive survey process with highly actionable results. Thank you!”

Anne Mellors, Head of People and Development – The Nottingham Building Society

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How People Insight can help

PI platform

People Insight Platform

Our platform provides data-driven insights that are easy to understand, share, and act upon.

Become empowered to drive change effectively and take ownership of your transformation journey.

Practical expertise

Practical expertise

Create lasting change with support from our organisational psychologists.

From employee survey design, stakeholder engagement and alignment, to action and behaviour change facilitation.

Flexible support

Flexible support

Whether you prefer a hands-on approach or want us to take the reins, our platform equips you to create the ultimate survey.

No matter the support package you choose, our team stands ready as a dependable partner.

Decisons underpinned by data

Decisions underpinned by data

Trust that your decisions are based on rigorous data, with every survey underpinned by bespoke psychological frameworks including our PEARL (engagement), THRIVE (wellbeing), and BELONG (diversity and inclusion) models. 

Financial Services Resources

Case studies

Modernisation at Brewin Dolphin: Building a culture to be proud of

Case studies

How a culture programme is supporting strategic change


Transformational Change in the Financial Industry: 5 Lessons Learned

eBooks & guides

How to lead change successfully

Financial Services events & webinar replays

Never miss a webinar, watch the replays now.

Webinar Replay

Involving your employees in the Future of Work

Webinar Replay

How to use employee feedback to progress your D&I strategy