Financial services employee surveys

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.

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. 

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.

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Surveys uncover practical issues like outdated systems, misaligned goals or unclear expectations, allowing firms to refine processes and empower teams to work more effectively.