Financial services employee surveys

From long hours and regulatory pressures to high-performance demands, our financial services employee surveys are designed to address the unique struggles faced in financial services to create a thriving workplace and engaged employees.

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Did you know?

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Respectful managers, happy teams

91% say their manager treats them fairly and with respect

person working

Most FS employees are handling the pressure

68% of employees in this sector can comfortably cope with their workload

Collaboration

Development opportunities lacking

Only 56% say their career development aspirations are being met

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Respectful managers, happy teams

91% say their manager treats them fairly and with respect

person working

Most FS employees are handling the pressure

68% of employees in this sector can comfortably cope with their workload

Collaboration

Development opportunities lacking

Only 56% say their career development aspirations are being met

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

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.

Reducing burnout in high-pressure environments

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.

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Retaining top talent in a competitive market

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.

Tackling workplace wellbeing in financial services

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.

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Building inclusivity for stronger collaboration

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.

Addressing disengagement in remote and hybrid teams

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.

Improving productivity through employee feedback

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.

Sharper listening, smarter action

We combine an easy to use platform with real people expertise, so you get more than results. You get direction.

From shaping the right questions to making sense of what your employees are telling you, our HR specialists work alongside you at every step. Then we help you prioritise what matters, align leaders and managers and turn feedback into clear actions that improve everyday experience at work.

Sharper listening

Employee surveys

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.

360 feedback

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.

Employee surveys

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.

360 feedback

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.

Real clients, real results

The most actionable surveys we’ve ever done!

David Marlow, CEO

Nottingham Building Society

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.

Rob Jarvis, Global Head of HR

Sera Global (Brookfield)

The whole team were superb the entire way through the process. I have used People Insight previously so very happy to use them again. I would like People Insight to be an ongoing partner for our business.

Charlotte Park, VP People

Northern Data