Your people have a huge part to play in differentiating your organisation compared to competitors. Their expertise, judgement and relationships impact greatly on the service your clients receive.
But the impact of AI, changing client expectations, new ways of working and demanding workloads can put individuals and teams under pressure. Add in competition for talented people, changes in regulation and the volatile, uncertain, complex and ambiguous (VUCA) world we live in today, and keeping everyone engaged isn’t easy.
We work with:
- Banks
- Wealth management firms
- Insurance companies
- Investment firms
- Accountancy practices
- Law firms
- Consultancy businesses
Our role is to understand what your people need, develop stronger leaders and bring teams together around shared goals. What that looks like will depend on your organisation and the unique challenges you face.
Book a discovery call >The people challenges facing Financial & Professional Services
People working in financial and professional services are expected to deliver at a high level, often while dealing with significant pressure and constant change. For organisations, that can mean:
- Competition for talented people makes recruitment and retention difficult
- Heavy workloads and demanding client expectations can take their toll on employee wellbeing and engagement
- Hybrid working can make it harder to build strong teams, particularly across different offices and locations
- New technology and AI are changing established roles and ways of working
- Regulation, mergers and wider organisational change can create uncertainty
- People may be deeply committed to their clients and their profession without always feeling the same connection to the organisation that employs them.
When people feel involved in where the organisation is going, perhaps even shaping it, understand what’s expected of them and have trusted leaders that behave consistently, they are in a much better position to perform their best work.
This matters not only for your people, but for the performance of the organisation as a whole and ultimately for your clients.
Supporting your people across Financial & Professional Services
We’ve worked with financial and professional services organisations where specialist expertise, strong client relationships and commercial performance all matter. We understand the pressures this can place on people and leaders, particularly when the business is changing around them.
Whether the challenge is leadership, engagement, culture or change, we’ll shape our support around what your organisation actually needs, rather than asking you to fit a standard programme.
Find out what’s driving your people’s experience
Heavy workloads, hybrid working, career progression and pressure to deliver for clients can all affect how people feel about work.
We help you get beneath the employee survey scores, to understand what really matters to your people and identify where changes could make the biggest difference.
Develop great professionals into great leaders
Being an expert in your field doesn’t automatically make leading people easy. They are two separate skills.
We help leaders develop the communication and people skills they need to manage demanding workloads, have better conversations and bring out the best in high-performing teams.
Bring your people with you when things change
New regulation, mergers, restructures, AI and other new technologies can quickly change how people work.
We help you involve people in the process, answer the questions they actually have and communicate change clearly, so new ways of working have a much better chance of sticking.
Connect your people to the bigger picture
When people are focused on clients, deadlines and their own area of expertise, the wider strategy can easily feel removed from their day-to-day work.
Our Big Picture approach helps people understand where the organisation is going, how their work contributes to your success and what the strategy means for them and their clients.
Get the right conversations happening
Different cultures, teams, specialisms and stakeholders won’t always agree on the way forward, but will always work best when they are aligned behind common goals.
Our professional facilitators create the space for productive discussion, helping people work through different views, tackle difficult issues head-on and create consensus together.
Make time together count
With hybrid working now part of everyday life for many organisations, bringing people together can be more valuable than ever.
We design and deliver interactive conferences and events that make the most of that opportunity either in-person, virtually or as a hybrid approach. What all of our conferences have in common is that they lead to concrete actions.
Build the skills that make a difference
Technical knowledge matters, but so do the skills that help people build relationships, communicate more effectively and perform under pressure.
With more than 60 skills and wellbeing workshops, under four headings – leadership skills, engagement skills, sales skills and managing wellbeing – we can tailor our approach around the needs of your people.
See what’s working best
Whether you’re investing in engagement, leadership or organisational change, you need to be able to measure ROI.
Through employee feedback, we help you understand what’s changed, where you’re making progress and where there is still room for improvement. This will help you make better decisions going forward.
Let’s talk – we’re communicators after all
If you would like to better engage your people and would value an outside perspective, book a free discovery call with one of our experts.
Making a difference in Financial & Professional Services
Helping managers lead engagement and turn business strategy into action
An award-winning campaign that helped employees understand the strategy and their part in delivering it
How improving employee experience transformed customer experience and business performance
”Axiom has helped the company in understanding the meaning of employee engagement and therefore we are now much better equipped to motivate our people to execute the business strategy and deliver on our priorities. Axiom has challenged us to go further than I thought possible in a very short space of time.
Rocco Romanelli, Head of Generali UK Branch
Financial & Professional engagement FAQs
Can employee engagement really improve client experience?
Yes, 100%. Colleagues who are aligned, equipped and inspired to deliver excellence are far more likely to deliver outstanding levels of client experience. Of course, the opposite can also be true.
Can you help us engage hybrid teams across different offices?
Yes. We’ve successfully developed a range of approaches to help engage remote workers and hybrid teams, irrespective of geography, culture or seniority, using a combination of in-house and bespoke technology.
Many of our technical experts are new to leadership. Can you help?
Absolutely. Being a technical expert doesn’t automatically make someone a great leader. We can help develop the skills they need to lead their teams effectively, through a combination of skills development, coaching and mentoring.
Can Axiom work alongside our HR or Internal Communications team?
Yes. We relish the opportunity to partner with your in-house experts, with everyone playing to their respective strengths and experience. Few people know your organisation better than your HR and Internal Communications teams. Combine that knowledge with our experience and expertise in employee engagement and experience, and you’ve got a powerful combination.