HR tools to power up the *finance industry*
In finance, every people decision has to be fair, auditable, and defensible. Workleap helps lean HR teams engage employees, manage performance with precision, and run transparent pay cycles, building trust where it matters most.
The platform for financial services talent management
Workleap steps in to spark engagement, drive performance, and stimulate team growth with simple, AI-powered tools your people will actually *love* to use.
A *unified* engagement and feedback ecosystem
Measure culture, support compliance awareness, and strengthen team communication across distributed or hybrid setups to meet conduct expectations and improve transparency.
AI and analytics to support *talent retention*
Workleap AI provides enhanced engagement insights to support retention of digital and quant talent and provide predictive insights into employee sentiment. Identify disengagement early to maintain trust and motivation among specialized technical employees.
Automation, integrations and *scalability*
Reduce manual HR work for distributed or remote-first teams and support smoother return-to-office or hybrid transitions while ensuring regulatory consistency across branches.
Boost culture, retention, and compliant conduct for financial services
- Launch surveys quickly
Send compliant, anonymous pulse surveys fast. Ready-made micro-surveys reach traders, branches, and back-office teams automatically, multi-language, HRIS-synced, and delivered via Slack/Teams. Capture real speak-up signals without manual reminders. - Capture insights and take action
Spot conduct and culture risks in the hybrid workplace early with an AI-powered sentiment and feedback analysis that reveals trends by branch, desk, or entity, then get recommendations for guided next steps. - Celebrate every client win and milestone
Encourage peer shout-outs that reinforce firm values like integrity and client service.
Regulate your teams with auditable, bias-aware performance reviews
- Run a single, fair, consistent process
Use the Review Cycle Builder, Review forms, and self, peer, and manager reviews to standardize performance reviews across entities. Track progress with the Review cycle list and Review cycle details to maintain a clear audit trail. - Make calibrated, smart decisions
Compare outcomes with AI-powered performance rating analytics and align results to business priorities via Goals to support fairer decisions in environments sensitive to conduct and legal risk. - Focus managers with secure AI assistance
Get smart 360 performance summaries, so leaders can catch issues faster while using their judgement to insure fairness.
Offer consistent, competitive, and compliant pay across desks and entities
- Be audit-ready even as rules change
Standardize decisions with pay bands, pay zones, and compensation reviews, so policies can be applied consistently firm-wide. - Benchmark pay quickly in a competitive market
Use embedded market data from Mercer to keep pay bands current and offers credible. Stay competitive and retain licensed and high-performing professionals. - Retain top talent with transparent rewards
Show salary, bonuses, and perks all in one Total Rewards view to improve trust and retention in a market with employee sentiment about pay is fragile
Discover the talent management platform financial service teams *love to use*
Workleap has the HR tools you need to ensure your financial teams grow to be top performers and highly engaged employees.
Frequently asked questions
Workleap Officevibe offers completely anonymous feedback and surveys. The feedback collected is aggregated and only shared once privacy thresholds are met, so managers never see who answered what.
Yes. In Workleap, you can mirror your HRIS structure, create rule-based segments (with historical backfill), and grant role-based access to the right leaders to get insights customized to your organization.
Though managing the culture shift that occurs with return to office policies can present its challenges, Workleap Officevibe allows you to keep up with employee sentiment and catch the first signs of disengagement with pulse trends and AI summaries that highlight hotspots by site or role, so you can adjust policies as needed and coach managers quickly.
Workleap Officevibe isn’t a formal whistleblowing channel, but it strengthens a speak-up culture and gives leaders early indicators relevant to FCA expectations.
Workleap works with many major HRIS (like Workday, SAP SuccessFactors, UKG, BambooHR) as well as apps like Slack and Teams. Bring Workleap directly into your workflow for a seamless experience with integration, update automation, and property mapping.
Find out more about Workleap integrations here.