Workplace Experience in Banking & Financial Services

The banking and financial services industries face constant change — evolving regulations, fierce competition, and a talent war. While customer experience is a priority, your employee’s experience is often overlooked. Now is the time to assess your workplace experience (WX) — because better WX drives better performance:

Engaged employees are 22% more productive, leading to better financial performance

Financial institutions with high employee satisfaction report a 25% increase in client satisfaction

Banks delivering exceptional WX can achieve up to four times higher profit per employee compared to those that do not prioritize it

Workplace Experience (WX) refers to the overall environment, interactions, and conditions that shape how employees feel and perform at work.

In this tumultuous industry, risk management, capital ratios, and stress testing are likely top of mind. As you navigate challenges, don’t forget about the workplace and talent implications that can accelerate or stop progress.

How SRO Advisors Can Help:

Leadership Alignment. Help leaders align on a realistic view of the future, identify what must change, and prioritize actions.

Employee Value Proposition (EVP). Work with your team to develop an EVP that targets needed skills and is tailored to your geography

Leadership Development. Work all levels to develop critical competencies like resilience, analytical thinking, and curiosity

Culture. Define the critical behaviors needed for the future and implement cultural changes to refine your culture

Strategic Change. Usher leaders and employees through the process of shifting their behaviors and mindsets

Organization Design. Assess your current organization and recommend changes to further align your structure and strategy