Customers:

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.

Case studies

“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

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

“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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“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

See Case Study See all case studies

“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

See case study See all case studies

“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

See Case Study See all case studies

“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

See case study See all case studies

How People Insight can help

People Insight Platform

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.

People Insight Platform

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.

Practical expertise

Flexible support

Create your own unlimited surveys and pulses with live chat, wizards, templates and videos or commission our team to fully manage your survey project from beginning to end. Whatever support package you need, our team is a safe pair of hands.

Flexible support

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.

Data 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

Blogs

Transformational Change in the Financial Industry: 5 Lessons Learned

eBooks & guides

How to lead change successfully

Never miss a webinar, watch the replays now.

Webinar Replay

Involving your employees in the Future of Work

Watch replay

Webinar Replay

How to use employee feedback to progress your D&I strategy

Watch replay

Talk to us to see how we can help you measure and improve the employee experience.

Talk to us to see how we can help you measure and improve the employee experience.

Talk to us to see how we can help you measure and improve the employee experience.

Talk to us to see how we can help you measure and improve the employee experience.

Customers:

Financial Services

Develop employee engagement in Financial Services

Trusted By

Support your workforce with people who know your business

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

Accelerate the right kind of change

Trusted by

How People Insight can help

People Insight Platform

Practical expertise

Flexible support

Decisions underpinned by data

Financial Services Resources

Modernisation at Brewin Dolphin: Building a culture to be proud of

How a culture programme is supporting strategic change

Transformational Change in the Financial Industry: 5 Lessons Learned

How to lead change successfully

Financial Services events & webinar replays

Never miss a webinar, watch the replays now.

Involving your employees in the Future of Work

How to use employee feedback to progress your D&I strategy

Guides