Performance Management that boosts productivity and engagement in the Financial Services Sector

Cloud- based for both remote and in-office teams

Matrix Management Compatible | Real-time feedback | Personal and Performance Goals | Engagement & Wellbeing | 1-2-1s

Webinar: Re-imagining Performance Management in the Financial Sector

On Demand

We will share how to re-think your approach to performance management and how to effectively use real-time understanding of engagement.

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How Wesleyan changed their performance management approach to be principle-led

Kristy Rowlett, Head of People Development tells us how Wesleyan moved away from a prescriptive performance management strategy and the results so far on their journey with Clear Review.

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Performance management software for the Financial Services sector

The financial services sector is full of highly qualified individuals, who companies want to keep, or new recruits whom they want to develop.

You can expect:

  • Software so intuitive you don't need to train your people
  • Flexibility to have matrix-style management, so team members can check-in with other team members
  • Engagement and wellbeing metrics to help you action signs of disengagement and burnout
  • A community of customers discussing best practice and sharing ideas
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Feature Feedback

A successful employee and manager partnership approach

“We want­ed to do away with indi­vid­ual score­cards, instead focus­ing on team goals that would fos­ter a cul­ture of team­work and con­tin­u­al improve­ment. With­in this, our spec­i­fi­ca­tion was for each employ­ee to have two per­son­al goals one that they would set them­selves, and one that would be set by their man­ag­er. We felt this was the best way to include employ­ees and enable them to bet­ter man­age their own per­for­mance and improve­ment. This employ­ee and man­ag­er approach was also key to us fos­ter­ing the sense of part­ner­ship we need­ed to make this a success.”

Francis Lake

Head of Organisational Development

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Financial Services

Build a high performance culture

Our software is designed to help you build a high performance culture through development conversations, real-time feedback and agile goals.

Development check-ins

Support team members development with meaningful conversations. Give managers the confidence to improve employee performance with a simple framework of strengths-based questions, supported by reminders and simple scheduling.

Real-time feedback

Create a culture of productivity and engagement with real-time feedback. Encourage support and coaching and reward achievement through timely feedback linked to key organisational behaviours and values.

Agile goals

Encourage employees to take control of their own development through collaborative goal- setting. Support both performance and personal development and set realistic timelines that reflect your organisation's priorities.

Smart ideas and practical thinking from Clear Review

Get started today!

We'll take you on a quick, no-pressure tour of our tools. You'll learn why thousands of employees and their managers use Clear Review to create meaningful conversations.