Finance Employee Surveys & Exit Interviews
Transforming Recruitment, Engagement, Performance, and Retention in Finance
In financial services, trust and expertise are paramount – from senior executives to emerging talent. One of the fastest ways for a company to erode both trust and expertise is to lose control of its employee turnover. It not only leads to costly employee replacement, but it can also damage stability in the eyes of clients. At HSD Metrics, we leverage decades of experience working with financial service clients to help companies understand turnover causes and increase management accountability.
HSD Metrics’ extensive experience in interview design and analysis allows businesses to outsource their exit interviews and improve human resources processes.
Trusted Finance Partners
With over 4 million employees surveyed from more than 400 organizations over the past 30 years, there’s a reason why today’s top finance brands choose us. Understanding what makes employees productive, engaged and happy is important.
World-Renowned HR Solutions for Finance
Our expert team members work with companies including Scottrade, Zurich Insurance Group, Prospect Mortgage and Advance America to improve their retention rates by setting up comprehensive exit interviews for departing employees. These interviews generate data that document trends and identify resignation motives, which helps companies keep the high quality talent that the financial industry demands.
Integrated EXM
Managed Service Model
Transform your employee listening with comprehensive support, full outsourcing, and post-survey action planning. Our integrated approach supports feedback across the entire employee lifecycle, resulting in reduced administrative burden, accelerated timelines, cost savings, and powerful ROI. We do all of this at 1/2 the cost per employee.
360˚Right®
Leadership Assessments
Our 360° Feedback tool captures the entire view of important skills, knowledge, attitudes, and behaviors from multiple sources: supervisors, direct reports, peers and others. Through a comprehensive understanding of how others view an individual, an effective action plan is created to tackle that person’s specific challenges.
ExitRight®
Exit Interviews
Determining why employees leave your organization helps you uncover the most critical opportunities for employee engagement. Our nearly 30-year ExitRight solution features our Employee Exit Interview which gathers the most honest, detailed, and valuable feedback. See how ExitRight can help your org.
StayRight®
Stay Interviews
Reduce turnover with StayRight. This comprehensive stay interview solution utilizes a proven process to identify and address employee concerns before they become problems. StayRight leverages the power of stay interviews, a rising star in retention strategies, to keep your workforce happy and engaged.
SurveyRight®
Engagement Surveys
Motivate your employees by uncovering targeted opportunities for improvement. SurveyRight, our employee engagement solution, utilizes a comprehensive questionnaire to pinpoint areas where you can boost engagement within your workforce, leading to a more satisfied and productive team.
StartOffRight®
New Hire Surveys
Reduce onboarding costs & boost productivity. Features include feedback questionnaires to gain insights into new hires, facilitating a smoother integration and ultimately a more productive and engaged workforce. StartOffRight helps you get your new hires up to speed faster, minimizing onboarding time.
*Our solutions can be used in tandem with one another, or ala carte, providing you the maximum amount of customization and effectiveness.
Finance Testimonial
Proud Member of:
HR Outsourcing & Data Analytics for Finance
Our financial surveys and online portal give you:
- Multiple methods for survey completion: phone, web or mail.
- Expert-designed surveys that encourage complete and unfettered answers.
- Constant access to the online portal.
- Instant notifications for red flag words and topics.
- Frequent word clouds to identify recurring issues and concerns.
- Formatted for easy interpretation and data filtering.
Benefits of Outsourcing with HSD Metrics:
- Fully outsourced: Gain critical insights without increasing your workload. The entire service is outsourced, including communication with employees, data collection, and reporting.
- Customized to meet your needs: Our expert team customizes your survey solution based on your needs. Questions and findings are compiled to meet your specific demographic and organizational reporting needs.
- Candid & Accurate Feedback: Gain accurate, actionable insights because employees often feel more comfortable providing candid and accurate feedback to someone not in the organization.
- Multi-lingual Capability. We can provide a survey solution for nearly any language.
- Multiple Collection Methods: Drastically increase completion and insights while decreasing the time to gain insights with options for multiple collection methods including email, phone, and direct mail.
- Comprehensive insights from both quantitative data and verbatim comments.
- Red flag alerts. Unethical and illegal activity alerts right to your inbox, as soon as they are reported.
- Our analytics portal displays findings for all data gathered, external benchmarks, and commentary while also providing you comparison charts, data filtering, and the ability to download the reports.
- Benchmarking capability with our database of millions of survey results across several industries.
- Easy Start & Exceptional Value – No expensive licensing, training, or long-term contracts to sign.
Take the next step.
Financial HR FAQs
General
How do you suggest we use the data once you have it?
Over 80% of our clients report that if they are reviewing and distributing the data 1x per month that it creates the necessary action for change that results in lower turnover. We also provide you with our complimentary Action Planning Guide for proven actions you can take in order to help solve your retention problems.
Many of our clients discover that they lose a significant amount of employees within their first 30-90 days of employment. In order to create change, our clients use their ExitRight data and then pair that by using our new hire survey – StartOffRight – to measure the effectiveness of those changes to prevent possible recurring employee churn.
In order to better understand whether or not the implementations you’re putting in place are helping to solve your retention problems, we suggest you sync ExitRight with our new hire solution – StartOffRight for a more complete understanding of your employee engagement health.
What types of companies do you work with?
What are your methods of gathering exit interview information?
We offer respondents the ability to complete their interviews online or from any mobile device, which is our most efficient and cost-effective method. We also offer options for respondents to complete the interview by phone with a live interviewer or by paper for employees lacking email addresses.