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.

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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.

Performance Management Software Overview