Retention & Engagement Fix for Financial Services

Built for asset managers, wealth advisors, and fintech firms facing talent retention pressure.

Employee experience is no longer a 'nice to have' - it's a strategic imperative. Firms that get it right see 30% higher retention and 25% better client satisfaction.

Deloitte's 2024 Banking & Capital Markets Outlook

Employee-focused office environment showing workplace experience improvements and culture transformation

The Challenge

Financial services firms are losing talent to:

  • Aggressive competitor poaching

  • Regulatory pressure and compliance fatigue

  • Limited career progression visibility

  • Work-life balance concerns

The Cost

Losing a senior analyst or advisor costs £100,000–£200,000 when you factor in:

  • Client relationship transfer risk

  • Lost revenue during transition

  • Recruitment and onboarding costs

  • Remaining team morale impact

The Solution

Our 5-day Retention & Performance Diagnostic gives you:

  • Quantified attrition cost specific to your firm

  • Sentiment analysis by role and tenure

  • Action roadmap with quick wins and long-term plays

You can't guess your way to a better culture.

You need insight, data, and a clear roadmap

Ready to Transform Your Employee Experience?

The war for talent in financial services isn't slowing down. The firms that win are the ones that make work a place people want to be - not just a place they have to be.

Book Your Free 30-Minute Consultation

 FAQs

  • Confidential interviews, anonymous surveys, and psychological safety in workshops. We're independent—employees trust us because we're not "management" or HR.

  • That's common, especially in financial services. We help both sides understand each other's needs and find compromise. Sustainable change requires buy-in from everyone.

  • No. We prioritise quick wins (high impact, low cost) and strategic initiatives (longer-term investments). You control the pace and implementation.

  • You own the roadmap and can implement it internally. We're available for ad-hoc support if needed, but there's no ongoing retainer or dependency.

  • We sign NDAs and operate with full confidentiality. Our focus is on employee experience, not proprietary business strategy or client data.

Let's Talk About Your Employee Experience