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Financial Services

Develop employee engagement in Financial Services

New competitors. New technology. New regulation. The pace of transformation in financial services is relentless. We’ve helped a wealth of clients across the banking, asset management and insurance industries to bring their people through change and drive their cultures forward.

employee engagement in financial services, People Insight
“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
crown agents bank
janus henderson group
nest pensions
new day
river and mercantile asset management
sera global
smith and williamson
employee engagement in financial services, People Insight

Support your workforce with people who know your business

As the industry continues its push to become more client and technology focused, financial services organisations are working hard to modernise their skills and behaviour and develop a more agile culture. We know how to help you listen to and engage your people through these difficult transitions.

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

When you work with a high-skilled, high performing workforce, the right people are in high demand. We’ll help you track engagement, wellbeing, and how you are performing against diversity and inclusion measures and change programmes.

Accelerate the right kind of change

Our employee engagement in banking surveys, communications and action tools help you involve your people. In essence, you can be on the road to change before, during and after each survey. By pinpointing examples of excellence and areas for attention, we’ll help you accelerate the changes you need across the whole organisation.

Trusted by

“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

Intuitive technology

Intuitive technology

Act with confidence using data-driven insights that are easy to understand, share and put into practice. Our engaging employee survey platform helps you and your teams take ownership of the change you need.

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.

Continuous support

Continuous support

Our trusted team is always available to help you smooth the journey. From survey implementation to acting on the results, you are in safe hands.

Decisions underpinned by data

Decisions underpinned by data

Trust that your decisions are based on rigorous data, with every survey underpinned by frameworks including our organisational psychologist-designed PEARL, BELONG, THRIVE and SPRINT 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

Whitepapers & 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