Trusted by over 5000 Global HR Professionals
Engagedly
Engagedly
Engagedly
Engagedly
Engagedly
Engagedly
Engagedly
Engagedly
Engagedly
Engagedly

Align performance with business goals

Align Performance With Business Goals

Use Engagedly to connect individual, team, and branch goals to larger business priorities.

  • Set clear Goals and OKRs across departments, locations, and teams.
  • Help managers run ongoing check-ins instead of relying only on annual reviews.
  • Use Marissa to support clearer performance conversations, review writing, and manager follow through.
Align Performance With Business Goals

Build skills and readiness across financial teams

Move Talent for finance

Keep employees ready for changing customer expectations, new products, and evolving compliance needs.

  • Create role based learning paths for client facing, operations, advisory, and support teams.
  • Use skills and competency data to identify gaps before they affect performance.
  • Connect learning, feedback, and development plans to real career growth.
Move Talent for finance

Support compliance learning without slowing people down

Learning for finance

Make required learning easier to assign, complete, and track.

  • Deliver internal certification programs and compliance learning through Engagedly’s LxP platform.
  • Track completion, progress, and follow up actions in one place.
  • Help employees stay current while managers get better visibility into learning progress.
Learning for finance

Improve manager visibility across distributed teams

Finance Organization Visibility

Give leaders a clearer view of performance, engagement, and development across branches, regions, and functions.

  • Use dashboards, surveys, and Team Pulse to understand where teams need support.
  • Capture feedback and recognition in the flow of work.
  • Help HR teams move from manual follow ups to more structured people decisions.
Finance Organization Visibility

Retain critical financial services talent

Financial Services Retention

Turn engagement, recognition, and career growth into a stronger retention strategy.

  • Recognize high impact work with badges and social recognition.
  • Use feedback and engagement insights to identify early signs of disengagement.
  • Create development plans that help employees see a future inside the organization.
Financial Services Retention

Meet Marissa, Your AI Agent for People Success
Smarter Feedback, Goals, Surveys, and Growth

Make giving feedback easier, faster, and more useful

Writing thoughtful 360 feedback takes effort, and reviewers often struggle with what to say or how to say it constructively. Marissa guides reviewers through the process so every response is specific, balanced, and easy to act on.

  • Prompts reviewers with examples for specific, useful feedback.
  • Turns rough notes into clear, constructive comments.
  • Flags vague or biased language before submission.
  • Nudges balanced coverage of strengths and growth areas.
Marissa 360 Feedback Agent in action

Turn goal ideas into clear, actionable goals

When teams are spread across functions, locations, or business priorities, goal setting can become inconsistent. Marissa helps employees and managers create structured goals and key results that connect individual work to larger business outcomes.

  • Converts simple goal titles into complete goals.
  • Suggests actionable key results.
  • Helps employees get started when goals are unclear.
  • Improves alignment between individual objectives and business priorities.
Marissa Goals Agent in action

Turn employee sentiment into action faster

Engagement surveys are only valuable when teams can understand the results and act on them. Marissa helps HR teams and managers review survey activity, participation, sentiment, and workforce insights without digging through raw data.

  • Shows active and completed engagement surveys with context.
  • Displays survey details, assignments, responses, and participation status.
  • Calculates engagement index and favourability scores.
  • Helps HR teams identify trends and decide where to take action.
Marissa Survey Agent in action

Create development plans with more clarity and less guesswork

Employees need clear growth paths, and managers need practical ways to support them. Marissa uses role, aspirations, skills, and feedback to recommend development plans and next steps that are relevant to each employee.

  • Suggests development plans based on role, aspirations, and feedback.
  • Converts broad development goals into structured milestone level plans.
  • Recommends learning and development actions linked to target skills.
  • Helps employees grow with clearer direction and more confidence.
Marissa Growth Agent in action

Engagedly has been an exceptional partner, exceeding expectations in platform, support, and strategic guidance. Their team is a true extension of our People strategy, always responsive and offering tailored solutions.

Engagedly

Kristy Lam, Regional HR Partner

The Cookware Company
Asia Ltd

Engagedly has been an invaluable partner in our journey to optimize employee performance. Their team’s deep understanding of our business needs, coupled with their technical expertise, has been instrumental in tailoring the platform to our needs.

Engagedly

Alison Burgett, Chief People Officer

Gray, Gray & Gray

Engagedly’s Employee app has revolutionized our company culture. By centralizing information and fostering open communication, it has broken down silos and boosted morale. It’s more than an app; it’s a catalyst for unity and productivity.

Engagedly

Melissa Handy,

Archer Mechanical Inc