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
“We're in a much better place with a much better tool now. I have 100% conviction we made the right decision going with PerformYard.”
Charles A. | HR Director. | Investment Banking
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.
Industry Resources
2025 Banking Performance Management - KPIs & Review Examples
2025 Banking Performance Management - KPIs & Review Examples
Vanguard’s Approach to Reviews & Performance Management
Vanguard’s Approach to Reviews & Performance Management
10 Examples of SMART HR Goals & Objectives for 2025
10 Examples of SMART HR Goals & Objectives for 2025
Built for the Full Performance Cycle
Performance Management Software Overview
Your Complete Performance Management Toolkit
Reviews & Check-Ins
Run Performance Reviews That Actually Drive Growth
- Employee appraisals
- 360 degree feedback
- Quarterly check-ins
- Annual reviews
- Project-based reviews
- Review cycles built around your timeline
- One-on-ones
%20(2).svg)
PerformYard AI
Give Your Team an AI Assist
- AI-assisted writing
- Rephrasing support
- Tone elevation
- AI-powered summaries
- Multi-form summaries
Goal Management
Align your people around what’s next
- Collaborative goal setting
- Goal tracking across teams and individuals
- Goal alignment to company objectives
- 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
Track Performance Data and Analytics Across Your Team
- Performance analytics dashboards
- Performance trends over time
- Performance tracking by individual, team and department
- Performance data exports
- 9-box grids
- Rankings
- Summary reporting
- Review form calculations
Employee Engagement
.avif)
Listen. Learn. Take Action.
- PerformYard Engagement Survey
- Engagement Factors and Questions
- Engagement Trends Dashboard
- Satisfaction Factor Analysis
- Dynamic Employee Cohorting
Meetings
Your live meetings launchpad
- Collaborative Agendas
- Shared Task Tracking
- Public Notes
- Private Notes
- Review Integration
Surveys
One Platform. Every Survey. Zero Headaches.
- Multiple Question Types
- Easy Survey Builder
- Participation Tracking
- Live Response Dashboard
- Multi-Survey Management
- CSV Export
