We help financial services firms and banks excel with their talent
Your industries have unique challenges. Whether you’re competing to hire a summer analyst out of an MBA program, taking a mid-level analyst or associate and moving them up through the ranks, or promoting someone to managing director or partner — our software can help you at every stage of a financial services career journey.
500+ of the world’s leading professional services firms trust us
Firms around the world choose us for their most complex talent management needs
Unleash the potential of your financial professionals
with strategic talent management
Assign work strategically & effectively
Increase your firm’s revenue and improve client relationships by strategically staffing people on deals and managing their performance in real time.
Give each person the workload they need
Monitor and improve your professionals’ productivity and your firm’s utilization rate, especially during remote work.
Build your team and retain your talent
Hire new and lateral professionals and retain them with comprehensive employee integration, equitable work allocation, and continuous performance management.
Develop a well-rounded workforce
Develop each person’s skills and give them the chance to learn and advance in your firm with project-based performance reviews, learning plans, and skills development.
Nurture diversity & equitability
Start by prioritizing diversity goals during recruitment, then continue to create equal opportunities for your professionals with equitable work distribution and advancement.
A connected software suite to help you manage your people while they manage your most important deals
Our software platform is an end-to-end talent management system that adapts to the financial services you offer. Pick one of our specific solutions or integrate them all into a talent funnel that will nurture analysts and associates that you can trust with sophisticated deals and projects.
Compete to recruit top mid-career and student talent
Our applicant tracking system (ATS) is ideal for investment banks, private equity firms, and growth equity firms. Identify students and grads from business schools and other programs, and hire them as a summer analyst or associate. Make lateral hiring moves and save money on search firms fees. Create an easy application experience that integrates fully with your website. Filter applicants based on the diversity and skills you need. Schedule large volumes of interviews and correspond with your candidate pool without breaking a sweat.
Show your new hires why they made the right choice
Strategically integrate the new hires you worked hard to attract. Start with a timeline of integration activities chosen for their role and career level. Establish key relationships through introductions and mentorships. Collect real-time feedback from your hires and their integration teams. Confirm that you made the right hiring choice and ensure that they are satisfied with your financial services firm's culture. Track organization-wide progress on one dashboard, with alerts so you know if any early-career or lateral hire is behind schedule.
Drive productivity with informed work distribution
You have analysts and associates available to take on work, and you have projects and deals that need to be done on tight deadlines. Our resource allocation software helps you identify your assigning options by allowing your people to forecast their availability, including office days and absences. With color-coding to show how much work they already have, assign the right team to each deal in order to maximize client satisfaction. Keep your people as productive as possible without overloading them. Manage remote work situations and avoid productivity loss.
A simple, effective way to delegate client work and projects
Firms and banks can harness our resource allocation system in order to effectively staff deals with the right associates based on availability, skills, and career goals. Assign tasks to summer analysts or associates, or rotate them through deals and departments, and track assignment completion and feedback. Import assignments directly from your accounting system or have managers create them and submit requests for associate help. Implement equitable work distribution and make sure every team and office is working at capacity.
Track each employee’s performance and career progress
Our performance management software is designed for sophisticated financial services evaluations. If a growth equity firm has an associate working on a deal, we can match them with the work they did and the managing director who supervises them, facilitating effective many-to-many feedback. That’s just the tip of the iceberg — our software supports all recurring evaluations and goal planning processes. Track overall performance and identify who is excelling and who needs guidance. Review and filter an employee’s progress throughout their career with year-over-year reports.
Real-time feedback on deals, projects, and more
Financial services organizations have unique needs for real-time feedback. An analyst might require course correction on their summer projects, or an associate might have closed a major investment banking deal that you have notes on. As you take on high-stakes projects, use our feedback tool to ensure your people are happy, your clients are happy, and the work is done correctly. Employees can request feedback on how they are doing on each deal and you can set up triggers for feedback at project checkpoints. You can support your annual evaluations by collecting and recording guidance throughout the year.
Give your people the education they want and need
Part of any career journey is continual learning, and our learning management system (LMS) is designed for your organization to enable it. Create a structured learning curriculum for your bankers, analysts, or associates. Make sure they have the resources that they need to become well-rounded in their career. Every employee has a personalized homepage that tracks their progress and lets them easily register for courses. Plan in-person and remote learning, with full Outlook calendar integration. Use our credit tracking engine for continuing education requirements in financial services or to create a university for your firm or bank.
Close any skills gaps with internal training and development
You need to groom your early-career talent so they can advance and fill senior positions in your bank or firm. You also need to develop the skills that any worker needs to be well-rounded. Create a progressive skills list, from summer analyst through to managing director, based on your organization, departments, and practice areas. Associates and analysts can track their progress as they gain experience on deals. Integration with our resource allocation system allows you to staff diverse teams who can complement and teach each other. Engage your people with a variety of projects that give them opportunities for self-improvement.
Compete to recruit top mid-career and student talent
Our applicant tracking system (ATS) is ideal for investment banks, private equity firms, and growth equity firms. Identify students and grads from business schools and other programs, and hire them as a summer analyst or associate. Make lateral hiring moves and save money on search firms fees. Create an easy application experience that integrates fully with your website. Filter applicants based on the diversity and skills you need. Schedule large volumes of interviews and correspond with your candidate pool without breaking a sweat.
Show your new hires why they made the right choice
Strategically integrate the new hires you worked hard to attract. Start with a timeline of integration activities chosen for their role and career level. Establish key relationships through introductions and mentorships. Collect real-time feedback from your hires and their integration teams. Confirm that you made the right hiring choice and ensure that they are satisfied with your financial services firm's culture. Track organization-wide progress on one dashboard, with alerts so you know if any early-career or lateral hire is behind schedule.
Drive productivity with informed work distribution
You have analysts and associates available to take on work, and you have projects and deals that need to be done on tight deadlines. Our resource allocation software helps you identify your assigning options by allowing your people to forecast their availability, including office days and absences. With color-coding to show how much work they already have, assign the right team to each deal in order to maximize client satisfaction. Keep your people as productive as possible without overloading them. Manage remote work situations and avoid productivity loss.
A simple, effective way to delegate client work and projects
Firms and banks can harness our resource allocation system in order to effectively staff deals with the right associates based on availability, skills, and career goals. Assign tasks to summer analysts or associates, or rotate them through deals and departments, and track assignment completion and feedback. Import assignments directly from your accounting system or have managers create them and submit requests for associate help. Implement equitable work distribution and make sure every team and office is working at capacity.
Track each employee’s performance and career progress
Our performance management software is designed for sophisticated financial services evaluations. If a growth equity firm has an associate working on a deal, we can match them with the work they did and the managing director who supervises them, facilitating effective many-to-many feedback. That’s just the tip of the iceberg — our software supports all recurring evaluations and goal planning processes. Track overall performance and identify who is excelling and who needs guidance. Review and filter an employee’s progress throughout their career with year-over-year reports.
Real-time feedback on deals, projects, and more
Financial services organizations have unique needs for real-time feedback. An analyst might require course correction on their summer projects, or an associate might have closed a major investment banking deal that you have notes on. As you take on high-stakes projects, use our feedback tool to ensure your people are happy, your clients are happy, and the work is done correctly. Employees can request feedback on how they are doing on each deal and you can set up triggers for feedback at project checkpoints. You can support your annual evaluations by collecting and recording guidance throughout the year.
Give your people the education they want and need
Part of any career journey is continual learning, and our learning management system (LMS) is designed for your organization to enable it. Create a structured learning curriculum for your bankers, analysts, or associates. Make sure they have the resources that they need to become well-rounded in their career. Every employee has a personalized homepage that tracks their progress and lets them easily register for courses. Plan in-person and remote learning, with full Outlook calendar integration. Use our credit tracking engine for continuing education requirements in financial services or to create a university for your firm or bank.
Close any skills gaps with internal training and development
You need to groom your early-career talent so they can advance and fill senior positions in your bank or firm. You also need to develop the skills that any worker needs to be well-rounded. Create a progressive skills list, from summer analyst through to managing director, based on your organization, departments, and practice areas. Associates and analysts can track their progress as they gain experience on deals. Integration with our resource allocation system allows you to staff diverse teams who can complement and teach each other. Engage your people with a variety of projects that give them opportunities for self-improvement.
Solutions tailored to sophisticated financial services
Frequently asked questions
What if we already have an HR system? Why do we still need vi by Aderant?
We integrate with our clients’ HR systems and focus on managing strategic talent.
Do we need to buy the whole platform?
Many of our clients implement one of our pinpoint solutions to solve a specific problem, and adopt other products later as they roll out the platform.
Is this platform only for financial services employees or can it be used for other staff too?
This platform can be used for all of your financial services organization staff.