Industries · Finance
Find the right talent.
An error can be extremely costly in any organization but can be devastating in a finance role. Using insights gleaned from The Predictive Index System you can identify individuals who are detailed, risk-averse and will follow rules and guidelines.
Trusted in finance
The companies that hire with us here.
Rooted in science.
Our extensive work with large financial organizations has allowed us to fine tune our approach in the industry. Our clients are empowered to find talent and build teams that drive results through accuracy, efficiency, strengthened customer/partner relationships, and lowered risk.
The challenges
What financial organizations are up against
- 01
Errors are costly
An error can be costly anywhere, but in a finance role it can be devastating.
- 02
Risk and rules
Roles built around rules and guidelines need people who follow them naturally.
- 03
Client relationships
Advisors and branch teams win and keep clients through trust built over years.
- 04
Teams that work as one
Branches, operations and head office have to work together for clients to feel it.
How Predictive Success helps
Each answer below meets the challenge with the same number.
- 01
Hire for accuracy
The Predictive Index identifies people who are detailed, risk-averse and comfortable following rules and guidelines.
Hire with Data - 02
Benchmark each role
Set a behavioural and cognitive benchmark for advisors, analysts and branch managers before you recruit.
PI Job Assessment™ - 03
Grow client-facing skills
Measure and grow the selling capability of advisors and relationship managers.
PSAT (Predictive Selling Assessment Tool) - 04
Strengthen collaboration
Team sessions built on each team’s behavioural data improve how branches and departments work together.
Team Building
The sector’s behavioural profile
Financial and branch managers tend to be methodical and structured.
PI’s data shows that top financial and branch managers stand out for being detail-oriented, focused and consistent.
Explore the 17 Reference ProfilesFrom The Predictive Index’s industry research.
Job target profile, Finance
Finance Clerk
Behavioural target
Common reference profiles
SpecialistA Specialist is a highly precise worker, who remains skeptical while respecting authority.
ControllerA Controller is detail-oriented and conservative, with a preference for high quality and technical expertise.
They will be
- Serious
- Diligent
- Reserved
They will like hearing
- Clarity of tasks and duties
- Deliver high-quality products and services
- Professional work environment
- Bring accountability to work
Noteworthy behaviours
Careful with rules
- Conscientious
- Thorough
- Precise
- Concerned with rules and accuracy
Predictive Success is the #1 Predictive Index partner globally and a Certified Elite Partner. The science below is not ours to claim; delivering it in Canada, in both official languages, is.
See the behavioural data against a role on your finance team.
Client stories
Real results in finance.
Upskill your Workforce with People Data
What gives productive, high achieving teams a competitive edge? Collaboration. In our constantly changing, technology driven world, ensuring there is healthy collaboration within teams is critical to building a strong culture and delivering results. The key to getting there is people-smart and results driven data, bolstered by greater self-awareness.
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