Visier for financial services
AI-powered workforce intelligence for financial services
Visier brings together workforce data, organizational context, and AI-powered guidance in one place — giving banking, wealth, credit union, and insurance leaders everything they need to solve their toughest workforce challenges.
Trusted by the world’s largest companies
Workforce Intelligence
One Trusted Source for Workforce Decisions
Give managers and leaders trusted workforce intelligence with the organizational context needed to make more confident decisions around retention, staffing, productivity, workforce planning, and organizational change.
Built for Financial Services
Give managers and leaders trusted workforce intelligence with the organizational context needed to make more confident decisions around retention, staffing, productivity, workforce planning, and organizational change.
Reduce compliance risk and workforce volatility
Gain guided insight into remote-work compliance gaps and talent areas in the red—so banks, credit unions, and insurers can act before regulatory exposure becomes a liability.
Hit growth targets with precise workforce plans
Build plans based on projected skills demand, AI-driven role shifts, and expected turnover—and share securely with role-based permisioning across your organization.
Find and keep your next top performer
Attract high-quality talent—from client-facing advisors and brokers to back-office specialists—and build upskilling programs that reduce costly turnover across all lines of business.
Unlock productivity with a unified data view
Align HR, financial, and operational data in a single source of truth—so leadership can identify burnout early, optimize staffing structures, and make decisions with confidence.
50%
On average, Visier customers see 23.6% return on equity compared to 15.4%
17%
Visier customers save millions with reduced manager turnover
$2.5M
With better analytics, First West Credit Union generated $2.5 million in new revenue
How financial services companies use Visier
Here are just a few examples of the capabilities that make Visier stand out as the platform of choice for the world's leading HR organizations and the Finance teams that partner with them.
Financial services
Planned vs. Actual Headcount
Use Visier to examine planned vs. actual headcount, so you can ensure the business is meeting targets. Need to course-correct? Visier will help you quickly recalibrate or update your plan.
With Visier, we're hoping to see more effective data delivery linked to our strategies. One key area we're focusing on is measuring the impact of our TA function, which has historically been difficult to analyze....This will help us align unique titling and positioning HR as a more strategic partner.
T. ROWE PRICE | Shannon Rutledge, Director, HR Data & Analytics
Financial services
What-if Modeling
What would be the projected impact on headcount if the organization underwent a hiring freeze? Visier helps you model future scenarios such as this while taking into account your current and projected rates of attrition, start rates, rewards assumptions, exit expectations and more.
Financial services
Compare business KPIs and Workforce Data
Visier lets you zoom out and see how people are impacting business results. When you connect business KPIs with workforce data, you can pinpoint the factors with the biggest impact on your company's bottom line.
We've saved time and money, but I think the bigger benefit has been the increase in adoption that we've seen across our user base and across our life cycle. People are using that data more readily and becoming more insightful learners.
EXPERIAN | Kevin Metherell, Head of People Analytics Insights and Innovations
