BirdDogHR Financial Services Expertise

Easy to Use and Quick to Implement Talent Management for Financial Services

Financial Services is one of the most competitive industries where your workforce can make the difference between gaining new customers or losing them to another institution.

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Recruiting and Hiring

No matter the economic climate, financial services are also always under rigorous regulation and security scrutiny requiring employees to always be at their best — and up to date. Organizations must make solid hiring decisions that stand up to compliance requirements yet also reinforce your employer brand to attract and hire the best-fit candidates.

The BirdDogHR Recruitment and Applicant Tracking System (ATS) updates your recruiting strategy and eliminates paper processes, improves job distribution, reaches targeted candidates and tracks compliance and success along the way. The result is easy to use, automated, documented process for attracting, interviewing and hiring the top employees that can take your brand promise and turn it into customer delight.

  • Promote culture with employer branding
  • Track applicant source analytics for compliance reporting
  • Rank candidates with screening and scoring questions

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Without consistent onboarding practices businesses expose themselves to challenging HR data management struggles. In a highly regulated financial services environment data challenges can also result in compliance breaches.

The BirdDogHR Onboarding module automates and simplifies new hire HR paperwork. With access to dynamic federal and state forms and the ability to upload custom forms specific to your organization, employees can speed through their new hire checklist and spend less time filling out and returning paperwork and more time learning about new responsibilities and company culture. BirdDogHR Onboarding can also be integrated with your ATS and payroll system of your choice.

  • Reduce time spent on HR paperwork
  • Create one source of truth for the employee record
  • Spend more time building culture and training
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Performance Management and Goal Alignment

Your company monitors every facet of your financial services but are you serious about understanding employee performance? Are reviews annual, boring, a compliance exercise and something that no one looks forward to or are they frequent, meaningful and based on mutually agreed upon goals that drive action? If you don’t have the latter, you could be falling behind. Competitive financial services companies are embracing technology to manage the Millennial generation’s performance — and all the other generations are benefitting from it too.

When you turn performance appraisals from a highly bureaucratic exercise in form filing to a dynamic system for mentoring and gathering 360 feedback, your company will see employee performance and results in a whole new way. See the BirdDogHR Performance module to learn more.

  • Align employee goals with corporate goals
  • Customize review frequency
  • Implement 360 reviews for a complete picture of performance
  • Support performance improvement with online training
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Improve Employee Training

Investing in employee training is a business strategy that never goes out of style. Whether a bull or bear market can your organization afford not to invest in employee training? The strategic trick? Offer training that supports both employee and company goals and deliver and track it effectively.

The BirdDogHR Learning Management System (LMS) can help your organization do just that. Deliver soft skill, compliance and proprietary training to augment instructor-led training or replace it. Training is launched and testing scores are tracked and available from a centralized online location. Employees benefit from easy access to training and the ability to refresh knowledge as needed.

  • Centralize and standardize training
  • Manage certifications and compliance
  • Deliver training when it’s needed via a mobile device
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Career Planning and Succession Management

Career planning and leadership development has never been more important. Your organization’s continuity and stability relies on this strategy.

The BirdDogHR Succession Management module takes real performance data across your employee population and generates a “visual scorecard” so you can see where your strengths and weaknesses are. High potentials are quickly identified and B and C level team players can receive the training they need to excel and become the next top performers.

  • Identify high potentials for leadership development
  • Identify flight risks for cross training
  • Combine objective rankings with subjective reviews