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

If your organization provides high-stakes financial services, effectively managing your talent can lead to major benefits

With our software platform, our clients have:

Increased their year-over-year revenue

by retaining clients, attracting new ones, and increasing deal profitability

Reduced attrition & satisfied their professionals

through improved integration, engagement, and performance management

Maintained key client relationships

by strategically assigned professionals to sophisticated deals and giving them continuous feedback

Monitored & improved their professionals’ productivity

and their firm’s utilization rate, including during remote work

Prioritized diversity goals

and developed a well-rounded, adaptable workforce that can handle a wider range of client work

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.

School recruiting, early career, lateral hires

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.

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Mentorships, relationships & culture

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 firm or bank’s culture. Track organization-wide progress on one dashboard, with alerts so you know if any early-career or lateral hire is behind schedule.

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Annual evaluations, career plans & more

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.

Learn More

Deal- & client-based feedback

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 deals 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.

Learn More

Give everyone the right workload

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 work forecasting software helps you identify your assigning options by allowing your people to forecast their availability, including office days and absences. With colour 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.

Learn More

Internships, summer analysts and associates, work assignments

A simple way to effectively delegate client work and projects

Firms and banks often have a summer analyst or associate program, where people are rotated through departments working on key client work. Our software can be used to allocate projects to individuals and evaluate them. It can also be used for full-time employees, in order to effectively staff deals based on availability and career goals. Import assignments directly from your accounting system. Track completion and collect real-time feedback. Use prebuilt and custom reports to review employee and team performance.

Learn More

Classes, webinars, e-learning & resources

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.

Learn More

Well-rounded staff, skills list, career progress

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 work forecasting 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.

Learn More

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.

Learn More

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 firm or bank’s culture. Track organization-wide progress on one dashboard, with alerts so you know if any early-career or lateral hire is behind schedule.

Learn More

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.

Learn More

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 deals 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.

Learn More

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 work forecasting software helps you identify your assigning options by allowing your people to forecast their availability, including office days and absences. With colour 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.

Learn More

A simple way to effectively delegate client work and projects

Firms and banks often have a summer analyst or associate program, where people are rotated through departments working on key client work. Our software can be used to allocate projects to individuals and evaluate them. It can also be used for full-time employees, in order to effectively staff deals based on availability and career goals. Import assignments directly from your accounting system. Track completion and collect real-time feedback. Use prebuilt and custom reports to review employee and team performance.

Learn More

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.

Learn More

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 work forecasting 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.

Learn More

Solutions tailored to sophisticated financial services

Frequently asked questions

What if we already have an HR system? Why do we still need viGlobal?

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.