Saba for Financial Services

Attract, retain and develop top financial talent

Develop your people and deliver an exceptional customer experience

You know how critical stellar customer service is — at every touch point. In fact, whether you’re a bank, credit union, insurance company or lender, poor service simply isn’t an option. A great customer experience starts with a great employee experience.

At the same time, financial services firms face pressure to introduce innovative products and services, drive operational efficiencies, and demonstrate growth while also effectively managing risk. Our solutions help financial services firms ensure your people are ready and able to meet these demands.

Learn how we can help you attract and retain the best talent in your sector while dealing with ever-present and ever-changing regulatory and compliance requirements to deliver exemplary customer service and improve your bottom line.

Saba’s Financial Services Solutions Make It Easy To...

Align your entire organization so everyone focuses on the right things

Ensure everyone — from bank tellers and insurance brokers, to customer service and HR — is focused on achieving your business objectives. Easily align every employee's goals and development plans — at every branch and in every city — with your business’ goals, mission and vision.

Identify and develop top talent

Easily pinpoint who has specialized skills, experience or certification and where you may have talent gaps. Easily identify and assign learning activities to support employee performance and career goals. Track credentialing and any associated continuing education requirements. Identify personal career aspirations and align programs to self-development goals.

Deliver exemplary customer service

Engage and motivate staff with direction, feedback, development and recognition that supports their performance, credentialing and career progression. Drive performance and ensure employees stay focused on winning your clients' business and keeping it. Respond faster and more accurately with embedded knowledge sharing and collaboration.

Drive better bottom-line results

Provide training without taking your support agents offline. Use collaboration and knowledge sharing tools to respond faster and more accurately to client needs. Measure, communicate and track customer service goals. Launch complex financial products faster across your entire value-chain, and provide just-in-time knowledge at the point of sale via mobile to help improve win rates.

Engage and retain key talent

Build bench strength with talent pools and succession planning. Retain your top talent by easily identifying the best people for vacancies or future roles. Easily evaluate your employees' demonstration of core, leadership and financial services specific competencies, and then provide them with the coaching and development they need to improve and succeed. Promote dynamic and peer-to-peer recognition via impressions and badges to create a high-performance culture.

Align your entire organization so everyone focuses on the right things

Ensure everyone — from bank tellers and insurance brokers, to customer service and HR — is focused on achieving your business objectives. Easily align every employee's goals and development plans — at every branch and in every city — with your business’ goals, mission and vision.

Identify and develop top talent

Easily pinpoint who has specialized skills, experience or certification and where you may have talent gaps. Easily identify and assign learning activities to support employee performance and career goals. Track credentialing and any associated continuing education requirements. Identify personal career aspirations and align programs to self-development goals.

Deliver exemplary customer service

Engage and motivate staff with direction, feedback, development and recognition that supports their performance, credentialing and career progression. Drive performance and ensure employees stay focused on winning your clients' business and keeping it. Respond faster and more accurately with embedded knowledge sharing and collaboration.

Drive better bottom-line results

Provide training without taking your support agents offline. Use collaboration and knowledge sharing tools to respond faster and more accurately to client needs. Measure, communicate and track customer service goals. Launch complex financial products faster across your entire value-chain, and provide just-in-time knowledge at the point of sale via mobile to help improve win rates.

Engage and retain key talent

Build bench strength with talent pools and succession planning. Retain your top talent by easily identifying the best people for vacancies or future roles. Easily evaluate your employees' demonstration of core, leadership and financial services specific competencies, and then provide them with the coaching and development they need to improve and succeed. Promote dynamic and peer-to-peer recognition via impressions and badges to create a high-performance culture.

Customer Success

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Learn more about how Saba’s talent management solutions for financial services organizations can help you develop your people and deliver an exceptional customer experience.

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