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.
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.
Your AI-ready data and context
Visier's AI is built on the strongest workforce context engine available with 2,000,000+ users. It combines people data, benchmarks, and blueprints to provide guided recommendations that are precise, reliable, and relevant.
Your sensitive workforce data, protected
Visier keeps your workforce data secure, private, and compliant, while dynamic, role-based permissions ensure users and leaders see what's required to meet your objectives.
Fits seamlessly with your IT ecosystem
Visier fits into your existing systems while keeping governance and security top-of mind. Pre-built connectors and APIs make it easy to bring in data from the tools your teams already use.
Workforce intelligence built for how financial services organizations operate
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 permissioning 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.
Key business metrics
50%
More return
Visier customers see 23.6% return on equity compared to 15.4%
17%
Lower manager turnover
Visier customers save millions with reduced manager turnover
$2.5M
New revenue
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.
Real workforce transformation stories from leading financial services organizations
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. We're excited about the insights that Visier will provide. Additionally, we are building a larger roadmap with the Visier platform to identify other data sources to integrate, including other HR source data and hopefully business data from groups like sales and investments. This will help us align unique titling and positioning HR as a more strategic partner.
Shannon Rutledge, Director, HR Data & AnalyticsT.Rowe Price
