Visier launches monthly resignation data and free workforce benchmarking service     Learn More

Visier for Financial Services

Make analytics-backed decisions that increase client manager retention, amplify branch performance, and drive sales of your wealth, banking, and insurance products.

Growing the best financial services workforce is complex–your people analytics shouldn’t be

Engaged employees are the key to driving revenue. Develop a data-driven people strategy that keeps star employees–and drives client retention.

Manage risks to branch performance

Ensure HR compliance and reduce volatility with guided insight on talent areas in the red–and opportunities for investment.

Hit targets with precise workforce plans

Create plans based on projected growth, skills, and expected turnover–and share securely with role-based permissioning.

Find your next star financial expert

Attract and hire high quality talent–from client-facing brokers to back office heroes–to build the right future for your organization.

Unlock productivity with a unified data view

Align all your employee data in a single system so you can see the whole workforce picture, and make decisions with greater confidence and accuracy.

Key Business Metrics


more return

Visier customers see 23.6% return on equity compared to 15.4%


lower manager turnover

Visier customers save millions with reduced manager turnover


in revenue

With better analytics, First West Credit Union generated $2.5 million in revenue

Create an agile banking investment workforce that can pivot on demand

The rapid changes in the financial services industry requires new skills and new ways of thinking to give consumers what they want. Make the right decisions to attract, retain, and develop the team you need.

Modernize financial services with the right talent

You’re fighting with FinTech for talent and need to overcome the talent gap caused by the recession. Develop a data-based strategy to find and keep the talent you need to thrive in the modern marketplace.

Drivers charts help you zero in on traits behind turnover so you can work to address them.
Discover where your best candidates are coming from and how to keep them engaged through the hiring process.
Deliver customer service excellence

Employees trained to know your products and deliver customer service excellence not only stay longer–they’re proven to increase revenue. Measure the effectiveness of your learning initiatives, monitor skills, and recognize your revenue-generating superstars.

Manage the human side of mergers and acquisitions

Successfully bringing together two workforces is key to realizing financial goals. With people analytics in your M&A toolkit, you’ll be able to plan and execute the workforce strategy that you need to:

  • Unify all people data in a single solution so you can assess your new workforce in its entirety
  • Standardize jobs within Visier so that you’re able to identify where your talent is and what needs to change
  • Model different staffing scenarios and compensation budgets to identify the right path forward
  • Quickly identify your key players in both organizations so that you can work to retain them before they leave

“After developing a high level of confidence in the predictive resignation model, our HR Partners utilize Visier to create differentiated contact strategies for key roles. Our recruiters are utilizing Visier to proactively build pipelines for positions with high levels of resignation likelihood.”


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Discover how Visier provides the answers you need to make your people count, manage change, and drive business impact.

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