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Assessments for financial services

In financial services every appointment is recorded in a file. Regulators ask for grounding, clients for expertise. A validated measurement provides both, and records what a choice rests on.

hrmforce measures analytical ability, behaviour and drives with reports you can add to a file.

Roles in financial services

The closer to the client and to the money, the heavier behaviour weighs. These are the roles where assessments are used.

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Grounding what you sense in an interview

An adviser feeling pressure to meet targets faces choices the client never sees. Integrity and care cannot be read from a CV, and in an interview nobody admits the opposite. A behavioural measurement gives you something to probe with. For fit and proper testing of a leadership role it also counts that you can show which dimensions were measured and how the conclusion came about.

How we measure that

Assessments used in financial services

These instruments are used most often in this sector. Every assessment has its own page with the evidence base and example questions.

How a financial organisation sets it up

1

For advisory roles you measure personality and drives before the second interview.

2

For leadership roles you use a development assessment, followed by a conversation about the outcome.

3

Reports and consent are recorded in the portal, so the file stays complete.

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What it delivers

A file showing what was measured saves discussion afterwards. For the candidate the lead time barely changes.

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Frequently asked questions

How long may we keep the outcome?+

You set that per organisation in the portal. The candidate receives the report and can request deletion.

Is the measurement scientifically grounded?+

The questionnaires are normed and the evidence base sits on each assessment page, including the models and sources used.

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Organisations that went before you

RabobankSiemensFugroRoyal HaskoningDHVOffice DepotvidaXLGemeente AmsterdamPrinses Maxima CentrumCordaanSkidataRentokilGreenyardHoogheemraadschap van RijnlandRaiffeisen BankTaco MundoTCRUniqaFairtradeComputacentere-BoekhoudenDe KeyMinisterieRabobankSiemensFugroRoyal HaskoningDHVOffice DepotvidaXLGemeente AmsterdamPrinses Maxima CentrumCordaanSkidataRentokilGreenyardHoogheemraadschap van RijnlandRaiffeisen BankTaco MundoTCRUniqaFairtradeComputacentere-BoekhoudenDe KeyMinisterie

Van overheid en banken tot zorg, onderwijs en industrie, 1.200+ organisaties kiezen hrmforce.

Other sectors

Healthcare · Education · Manufacturing · Public sector · Professional services · Retail and e-commerce

Curious what this delivers in your organisation?

In a half hour demo we show what the measurement looks like for your roles, and what a report tells you.

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