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How to reach and engage employees in financial services

There are unique employee engagement challenges for financial services organisations, with employees often located in different offices – or working from home – and fulfilling vastly different roles. Organisations must use innovative strategies to ensure their workforce is engaged, motivated, and productive.

The importance of listening to your employees

Employee surveys are a great way for organisations to understand employee sentiment and motivation, as well as to identify employee engagement issues.

Surveys can be used to gain feedback on policies, job satisfaction, employee recognition programs, and much more. They can also provide invaluable insights into employee morale and engagement levels.

Organisations in financial services should strive to regularly run employee surveys to ensure they’re staying ahead of employee engagement issues and providing a positive work environment.

Making employee engagement programmes more accessible to more people

Having a great employee engagement programme is a waste of time if your employees can’t take part, or aren’t motivated to do so. It’s important to make employee surveys accessible and attractive for all your employees – wherever and however they work.

To ensure employee engagement is successful, organisations should provide mobile-friendly resources and leverage platforms like WorkBuzz, which offers a ‘kiosk’ mode and unique entry code so employees can access surveys from their own device.

It’s also vital to act on the feedback you receive. The best way to get employees motivated to complete your next survey is by showing them you listened to what they told you in the last one.

This approach should extend to your wider communication strategy. How do you better connect head office to satellite sites, leadership and your entire workforce? You should consider:

  • Who your employees are. Build a picture using demographics, role descriptions and the challenges they face.
  • Why you need to talk to them. What information will you need to share?
  • When you’ll communicate. Take into consideration different working patterns and time zones.
  • How you’ll communicate. Choosing the right channel is essential – specifically designed apps, internal communications tools (like Slack or SharePoint), kiosk stations, printed materials, bulletin boards, in-person conversations, texts and calls are all options.
  • What you’ll say. Tailor the content with clear impact and outcomes for your different teams or business units.
  • Make it a two-way conversation. Ensure your strategy includes methods for employee feedback, either through regular pulse surveys or on an ad-hoc basis.


Digital platforms like WorkBuzz can be powerful tools for improving employee engagement. Organisations should look to leverage these platforms to listen to their employees, understand their needs, and act on their feedback.

Employee engagement is an essential component of success in financial services. Want to know how to improve it? Read our article.

Are you ready to take employee engagement to the next level at your organisation? Book a demo today to learn how the WorkBuzz employee engagement platform can help you build a better culture for your teams.

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