HR Performance Management Software for Financial Services Firms
Simplify reviews, cultivate talent, and move your financial services firm forward with our easy-to-use performance management platform.
Financial Services Case Studies
See How PerformYard Helps Financial Service Firms
Close the loop on goals and performance
Set cascading department and individual goals. Weigh goals to reflect impact and priority. View goal completion and past employee performance while completing reviews to simplify the experience for managers.
Better data for better decisions
Gain a holistic view of company-wide, department, and individual performance over time. Analyze performance by function, tenure, and other factors to uncover trends and make informed business decisions.
Performance Management for Financial Services Companies
Build your unique process
PerformYard makes it easy for your financial services company to track the performance of your greatest asset: talent.
Easily set cascading goals that align individual growth with your company's strategic direction. Design and run fully customizable concurrent review cycles at a cadence that matches your company’s needs. Drill down into performance data by department and timeline to identify new leaders and opportunities for growth.
Easily set cascading goals that align individual growth with your company's strategic direction. Design and run fully customizable concurrent review cycles at a cadence that matches your company’s needs. Drill down into performance data by department and timeline to identify new leaders and opportunities for growth.
Performance Management Software Overview
Your Complete Performance Management Toolkit
Reviews & Check-Ins
Drive performance conversations that inspire growth
- Employee appraisals
- 360 reviews
- Quarterly check-ins
- Project-based reviews
- One-on-ones
Goal Management
Align your people around what’s next
- Collaborative goal setting
- Goal check-ins
- Cascading goals
- Development goals
- Corporate objectives
- Employee performance visualizations
Continuous Feedback
Formalize continuous and relevant feedback
- Continuous feedback
- Employee recognition
- Employee performance notes
- Manager feedback
- Feedback requests
Reporting and Analytics
Inform your HR decision making
- Performance trends
- 9 box grids
- Rankings
- Summary reporting
- Review form calculations
Employee Engagement
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Listen. Learn. Take Action.
- PerformYard Engagement Survey
- Engagement Factors and Questions
- Engagement Trends Dashboard
- Satisfaction Factor Analysis
- Dynamic Employee Cohorting
