HR Software for Financial Services

Your people are your most valuable assets. Invest in the BirdDogHR Talent Management System to grow your assets, protect your company from liability and increase your bottom line.

Recruiting and Hiring

With the BirdDogHR Applicant Tracking System, you are easily able to:

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

Learn More About Recruiting Candidates

No matter the economic climate, financial services are 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. HR software for financial services can help.

Our applicant tracking system updates your financial services recruitment strategy by:

  • Eliminating paper processes
  • Improves job distribution
  • Reaches targeted candidates
  • Tracks compliance and success

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.


BirdDogHR onboarding software helps to:

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

Learn More About Employee Onboarding

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. Onboarding software for financial services keeps data secure while saving time and money.

Onboarding software automates and simplifies new hire HR financial services 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 software can also be integrated with the BirdDogHR ATS and your payroll system of choice for a complete solution for new hires.

Performance Management and Goal Alignment

Companies using performance management software can:

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

Learn More About Performance

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. To keep competitive in today’s technological world of HR, 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.

Improve Employee Training

Features of the LMS allow HR departments to:

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

Learn More About Learning

Investing in employee training is a business strategy that never goes out of style, and can help with financial services recruitment, too. 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.

Career Planning and Succession Management

Succession management software allows you to:

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

Learn More About Succession

Career planning and leadership development has never been more important. Your organization’s continuity and stability relies on this strategy. This financial software can also mean the difference between stagnant profits or growth.

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.

Since implementing the BirdDogHR ATS, our organization has maintained a solid structure for daily tasks. The BirdDogHR ATS has streamlined our recruitment process and meets all of our needs in the process. I appreciate the ease of use which makes the solution easy to navigate and maintain.

Luis Cuellar
Director of Human Resources