Financial Services

Leading the Way
for Financial Services

Financial institutions to financial service providers around the world use Engagedly to engage, develop, and create high-performance professionals.

Engage, develop and create high-performance professionals

  • Use Engagedly’s competency modeling tools to identify and evaluate your employees’ core and financial competencies
  • Use Online Learning (LMS) to create learning opportunities and help your teams deliver better service to your clients
  • Develop internal certification programs to drive employee growth
  • Utilize Engagedly collaboration tools to enable just-in-time learning from other team members

Continuous performance and project reviews

  • Set and align employee goals/OKRs to organizational objectives. Research has shown that people that write and track their goals are 42% more likely to achieve them.
  • Drive check-ins and conversations with Ongoing Check-Ins with your team.
  • Set up project teams and project reviews with 360 assessment and Check-ins

Develop and grow professionals

With Engagedly competency modeling tools identify and evaluate your people’s core and financial competencies and be able to provide development opportunities.

  • Create learning opportunities to help your teams deliver better service to your clients.
  • Develop internal certification programs to drive growth.
  • Make learning fun with gamification and badges.
  • Utilize Engagedly collaboration tools to enable just-in-time learning from other team members.

Engage and retain people

With Engagedly Survey tools and Badges, measure engagement and drive a strong culture of recognition, growth, and teamwork. Give peer-to-peer recognition and achievement badges to reinforce performance behaviors, which ultimately leads to better engagement and retention.

Frequently Asked Questions

Simplify financial services

How does Engagedly support a high-performance culture in the financial services industry?

Engagedly's Performance Management tools set clear goals, track performance, and provide feedback, fostering a culture of continuous improvement and excellence among financial professionals.

How does a talent management platform help retain top financial service talent?

A talent management platform like Engagedly offers Employee Recognition features that appreciate the contributions of financial professionals, significantly impacting retention and reducing turnover rates.

What financial services industry challenges can Engagedly resolve?

Engagedly addresses challenges such as streamlining HR processes, improving client satisfaction, nurturing employee growth, and aligning individual goals with the organization's mission.

How does a talent management platform support the bottom line of the financial services industry?

A talent management platform optimizes workforce efficiency, reduces turnover costs, enhances client experiences, and ultimately contributes to the financial bottom line of financial organizations.

Why is it essential for financial services organizations to have an AI-driven talent management system?

An AI-driven talent management system, like Engagedly, can analyze large data sets, identify skill gaps, and suggest personalized learning paths, ensuring financial professionals stay relevant and competent in their roles.

Proof is in the Numbers

Change, grow, & excel

Engagedly clients experience streamlined processes, boosted productivity, & increased engagement. 
It’s your turn to see just how much Engagedly can do for your organization!
Performance Management Time Saved

Administrators experienced a positive impact on the time to complete performance management tasks.

Impact on Employee Development

HR Professionals agree that Engagedly has a positive impact on Employee Development.

Improved Employee Retention

Businesses stated that Engagedly made a positive impact on their employee retention.

Our Satisfied Customers

Real Success, Real Stories.

Today’s organizations need strategic solutions, and they trust Engagedly to get the work done. Read the success stories of our customers.

The software is very user friendly and has a strong look-and-feel. My favorite feature is the Feedback tool – this is well designed and allows a great amount of flexibility for the user when giving or receiving feedback.


Nicole M, Talent Development Partner

501-1000 Employees

I believe Engagedly is solving the issue of not knowing or remembering all of the training and new platforms learned throughout the year. It is a good tool for helping yourself list all accomplishments for your annual review.


Latasha M, Credit Analyst

51-1000 emp

User friendly and interactive. Overall it makes it easier to document observations of employees. It give continuous appraisal and update of colleagues.


Tonie W, Senior Accountant

51-200 Employees

Definitely worth trying out… We were pleasantly surprised. The product is very easy to use, navigate and uses the current web 2.0 usability. The implementation is very effective with the full support from the vendor.


Arnab C, Vice President

51-200 Employees


Level up your game

Resources to level up your game: The latest guides, templates, research reports, case studies, webinars, and podcasts, all in one place.

E3 Academy

Managing and Leading a Remote Work Environment

Discover a world of continuous learning and professional growth with Engagedly E3 Academy, the premier destination for upskilling and empowering your workforce.


Engagedly’s Brand New Indigo Design System

Stay ahead of the curve and unlock the secrets to exceptional talent management with Engagedly’s insightful and engaging blog.


Performance Management for Today’s Workplace

Accelerate your organization’s success with Engagedly’s Masterclass, a transformative learning experience designed to equip leaders with cutting-edge strategies and tools for effective talent management.

Schedule a Demo

Level up your workforce

Enable your people to align, collaborate, and grow.

Schedule a demo and find out first-hand how you can use Engagedly’s Award Winning Real Time Talent Management Software to create a more engaged, high-performing workplace.
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