91% say their manager treats them fairly and with respect
68% of employees in this sector can comfortably cope with their workload
Only 56% say their career development aspirations are being met
The financial services sector is built on people. Your employees’ performance drives your success. Our surveys help uncover the specific challenges your teams face, from stress and disengagement to inclusivity and communication gaps. Our 360 feedback programmes ensure you’re led by conscientious leaders.
Develop your people and nurture greatness with People Insight.
Financial services roles often come with intense workloads, tight deadlines and high stakes. This combination can lead to stress and burnout, affecting both individual wellbeing and organisational success.
Wellbeing surveys help identify the causes of burnout — whether it’s excessive working hours, lack of flexibility or insufficient support — and inform targeted interventions.
With talent in financial services so highly sought after, retention is an ongoing challenge. Employees often leave due to a lack of development opportunities, unclear career paths or poor management practices.
Surveys provide insight into what drives your workforce to stay or go, enabling firms to improve areas like leadership quality, internal mobility and recognition.
Mental health challenges in financial services are common, with employees frequently citing stress, anxiety and a lack of work-life balance as the main culprits.
Wellbeing surveys highlight areas where employees feel unsupported, allowing organisations to develop strategies that create healthier working conditions.
Diversity and inclusion remain priorities for financial services, but many employees report feeling excluded or underrepresented.
D&I surveys reveal specific areas where organisations fall short, whether in promotion practices, mentoring opportunities or unconscious biases in hiring.
With many financial services firms adopting remote or hybrid models, maintaining employee engagement has become a pressing challenge. Disconnected teams, unclear communication and limited access to leadership can reduce morale and productivity.
Engagement surveys help identify gaps in communication or connection, allowing firms to strengthen their approach through regular check-ins, improved technology or clearer goal setting.
In financial services, inefficiencies in workflows, tools or team dynamics can really hinder productivity. Employees are often the first to notice these barriers, making their feedback invaluable.
Surveys uncover practical issues like outdated systems, misaligned goals or unclear expectations, allowing firms to refine processes and empower teams to work more effectively.
We’re powered by people — real HR experts who are with you every step of the way. From planning your survey to making sense of the results, we make the employee listening process simple and stress-free.
But we’re about more than just data. We help you turn feedback into real change, so you can create a better experience for your employees. With our experience and hands-on support, you’ll have the guidance you need to make a real impact.
Partner with us to gain actionable insights and build a workplace where employees can thrive. Contact us today to discuss your needs and get started.
Whether you’re looking to carry out employee engagement surveys, D&I surveys or boost wellbeing within your organisation, we can help you bring meaningful surveys to life.
Our 360 feedback tool marries the best in generative AI with expert consulting and project management, leaving you with personal development plans to boost growth.
Unlike other providers, we go beyond the data. Our consultants are HR experts with the skills and knowledge to guide you on your employee listening journey.
Let’s talk! Get in touch for a no-obligation conversation about how our employee surveys, 360 feedback and expert consulting services can drive greater performance.