Skip to main content
For Financial Services

Performance Management Software for Financial Services

In financial services a performance rating is not just a conversation — it is a record. It has to hold up under a compliance review, a works-council challenge, or a question about how you concluded someone was competent, sometimes years later. CLEAR Talent keeps the evidence attached to the rating from the moment it is made.

Book a financial services demoTalk through your control requirements
Every rating & sign-off
Audit-logged
Competency ratings
Evidence-based
Access & permissions
Role-based
Performance Management Software for Financial Services — For Financial Services
Why this is different

In a regulated firm, a rating is a record

Most performance tools are designed around the conversation. In banking, insurance and asset management the conversation is only half the job — the other half is being able to show, later and to someone sceptical, what the judgement was based on.

CLEAR Talent captures that evidence at the point of assessment instead of reconstructing it during an audit. Competency ratings can require observable behavioural evidence, goal scores trace back to the KPI that produced them, and every change is logged with the user and timestamp behind it.

Section 1
Competence, evidenced

Assess competence against a published standard

Role profiles per function

Define the competencies each role genuinely requires, with behavioural indicators at every proficiency level, then reuse that profile across assessments, reviews and promotion decisions.

Scheduled reassessment

Set the cadence your compliance function requires and let the platform issue the reminders, rather than tracking renewal dates in a side spreadsheet.

Sign-off workflows

Configurable approval chains route each assessment to the reviewer and the approver who has to stand behind it.

Immutable audit log

Every rating, comment, approval and file access is recorded — the trail exists whether or not anyone ever asks for it.

Section 2
Balance

Weigh the numbers against the behaviours

A scorecard weighted entirely towards revenue teaches people what the firm actually rewards. CLEAR Talent lets you weight the two streams deliberately: goals and KPIs on one side, competency assessment on the other, combining into a single composite rating.

The KPI library holds reusable, role-aware metric templates with performance bands and guardrails, so "exceeded target" means the same thing across the business. Weightings are configurable per level, so a control function and a front-office desk can sit on the same platform without being measured the same way.

Section 3
Defensibility

Calibration your second line can interrogate

Calibration sessions bring managers to a common standard before ratings go final. Reviewers work from what is already in the platform — goal scores, competency ratings with their evidence, and structured 360° input — rather than from memory and advocacy.

Individual, team and organisation-level reports export to PDF or Excel in one click, so risk, compliance and remuneration committees review the same underlying data HR is working from.

Read the calibration guide
Section 4
Security review

Built for firms that send a security questionnaire first

Employee data only

CLEAR Talent holds performance and development data. It is not a payroll engine or a system of record for customer data, which keeps it out of the most sensitive parts of your estate.

Encrypted in transit

End-to-end TLS, with generated files served through signed URLs that expire after 24 hours.

Enterprise cloud hosting

Google Cloud Platform infrastructure with continuous threat monitoring through GCP Security Command Center Premium.

A+ security rating

Top Mozilla Observatory score across the platform, on every plan, by default.

Section 5
Explore further

Related solutions

All performance management solutionsCompetency Management SoftwareEmployee Performance Review SoftwareOKR & Goal Setting SoftwarePerformance Management SoftwareWalkthrough: rolling this out in a regulated firmTalk to a financial services specialist
Questions, answered

Frequently asked questions

Can't find what you're looking for? Talk to a specialist →

How do we evidence that someone is competent for a regulated role?
Build a role profile holding the competencies the role requires with behavioural indicators at each level, then assess against it on the cadence you set. Ratings can require written evidence, assessments route through sign-off, and the audit log records every step. CLEAR Talent supplies the mechanism; your compliance function decides which roles and how often.
Does CLEAR Talent replace our HRIS or payroll system?
No. It is a specialist performance and development layer that runs alongside your existing system of record, with API access plus CSV and Excel bulk import and export for employee and organisation data.
Can we stop revenue targets dominating the overall rating?
Yes. Goal and KPI weightings are configurable per level, and competency assessment is a separate stream in the composite rating — so conduct and capability carry the weight you decide rather than whatever is easiest to measure.
Can different entities and regions run different frameworks?
Yes. Departments, locations, roles and reporting lines are first-class concepts with multi-entity support, and competency scales can differ by job family. The platform supports 16 languages for teams spread across markets.
Who can see an employee's ratings?
Access is role-based across administrator, manager and employee roles, with ownership checks on individual records and audit logging on access. Managers work within their own reporting line.
Can we produce the full history for an audit?
Yes. The audit log records every rating, comment and approval with the user and timestamp behind it, and individual, team and organisation reports export to PDF or Excel in one click.
Ready when you are

See performance management software for financial services in action.

Book a live demo with a CLEAR Talent specialist. No generic slide deck—just the platform and a conversation focused on your scenario.

Book a financial services demoStart free trial